We are live on ! Find out more
USB icon

US Bancorp

1,687 hedge funds and large institutions have $69.2B invested in US Bancorp in 2019 Q4 according to their latest regulatory filings, with 227 funds opening new positions, 541 increasing their positions, 643 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more first-time investments, than exits

New positions opened: 227 | Existing positions closed: 51

10% more funds holding

Funds holding: 1,5371,687 (+150)

8% more funds holding in top 10

Funds holding in top 10: 5357 (+4)

5% more capital invested

Capital invested by funds: $66B → $69.2B (+$3.15B)

1% less call options, than puts

Call options by funds: $438M | Put options by funds: $444M

1.08% less ownership

Funds ownership: 75.81%74.73% (-1.1%)

16% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 643

Holders
1,687
Holders Change
+150
Holders Change %
+9.76%
% of All Funds
33.23%
Holding in Top 10
57
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.55%
% of All Funds
1.12%
New
227
Increased
541
Reduced
643
Closed
51
Calls
$438M
Puts
$444M
Net Calls
-$5.52M
Net Calls Change
-$19.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VST
1451
Van Strum & Towne
California
$229K -$13K -225 -6%
LDFR
1452
Lehman & Derafelo Financial Resources
Pennsylvania
$229K +$347 +6 +0.2%
MFG
1453
Magnus Financial Group
New York
$226K +$220K +3,812 New
GA
1454
Geller Advisors
New York
$225K -$22.7K -393 -9%
FWM
1455
Fairhaven Wealth Management
Illinois
$225K -$12.7K -220 -5%
NFG
1456
Nadler Financial Group
Illinois
$225K
SSA
1457
South Street Advisors
New York
$225K
CAS
1458
Cascadia Advisory Services
Oregon
$225K +$220K +3,801 New
BCM
1459
Brookstone Capital Management
Illinois
$222K -$10.6K -183 -5%
FFS
1460
Founders Financial Securities
Maryland
$222K +$216K +3,738 New
TA
1461
Tiedemann Advisors
New York
$220K -$273K -4,718 -56%
PWAG
1462
Polaris Wealth Advisory Group
California
$220K
HCM
1463
Highlander Capital Management
New Jersey
$219K
KMC
1464
Kirr Marbach & Co
Indiana
$219K
WP
1465
WealthSource Partners
California
$219K +$214K +3,699 New
JIP
1466
Jaffetilchin Investment Partners
Florida
$219K +$214K +3,700 New
SIM
1467
SSI Investment Management
California
$218K -$636 -11 -0.3%
DAC
1468
Dividend Assets Capital
South Carolina
$217K +$212K +3,665 New
FNBSF
1469
First National Bank Sioux Falls
South Dakota
$216K -$44.3K -766 -17%
TCB
1470
Texas Capital Bancshares
Texas
$215K -$2.49K -43 -1%
CIAS
1471
Capital Investment Advisory Services
North Carolina
$215K +$102K +1,765 +95%
SCM
1472
Spreng Capital Management
Ohio
$215K +$210K +3,636 New
CTA
1473
Chesley Taft & Associates
Illinois
$214K +$209K +3,610 New
NCM
1474
Northwest Capital Management
Oregon
$213K -$3.47K -60 -2%
FMB
1475
Field & Main Bank
Kentucky
$212K -$3.06K -53 -1%

USB Hedge Fund Activity: Q4 2019 in Review

1,687 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q4 2019, worth a combined $69.2B — up 4.8% from $66B a quarter earlier.

Buyers outnumbered sellers: 227 funds opened new USB positions and 51 closed out — a net gain of 176 holders — while 541 added to existing stakes and 643 trimmed.

The largest buyer was Truist Financial, adding an estimated $80.6M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $672M.

  • 1,687 institutional investors held US Bancorp (USB) as of Q4 2019, up from 1,537 in Q3 2019.
  • Funds reported $69.2B of US Bancorp stock for Q4 2019, up 4.8% quarter-over-quarter.
  • 227 funds opened new US Bancorp positions in Q4 2019 and 51 closed out, a net change of +176 holders.
  • The largest US Bancorp buyer in Q4 2019 was Truist Financial, an estimated $80.6M added.
  • The largest US Bancorp seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $672M sold.

Based on aggregated 13F filings for Q4 2019.