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US Bancorp

1,536 hedge funds and large institutions have $66B invested in US Bancorp in 2019 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 521 increasing their positions, 633 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 81

10% more funds holding in top 10

Funds holding in top 10: 4853 (+5)

4% more capital invested

Capital invested by funds: $63.3B → $66B (+$2.78B)

4% more call options, than puts

Call options by funds: $416M | Put options by funds: $402M

1% more funds holding

Funds holding: 1,5211,536 (+15)

0.21% less ownership

Funds ownership: 76.01%75.81% (-0.21%)

18% less repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 633

Holders
1,536
Holders Change
+15
Holders Change %
+0.99%
% of All Funds
33.68%
Holding in Top 10
53
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.42%
% of All Funds
1.16%
New
102
Increased
521
Reduced
633
Closed
81
Calls
$416M
Puts
$402M
Net Calls
+$14.3M
Net Calls Change
-$5.29M
Name Holding Trade Value Shares
Change
Change in
Stake
BSG
1476
Black Swift Group
Colorado
$28K
LFG
1477
LifePlan Financial Group
Ohio
$28K
CAL
1478
Capital Advisors Ltd
Ohio
$26K -$48.5K -898 -66%
GWAG
1479
Garrett Wealth Advisory Group
Texas
$22.4K +$21.8K +404 New
MSFP
1480
Mark Sheptoff Financial Planning
Connecticut
$22K +$21.6K +400 New
PCFFS
1481
Pacific Center for Financial Services
California
$20K
SFA
1482
Semmax Financial Advisors
North Carolina
$19K +$18.6K +345 New
EWA
1483
Evolution Wealth Advisors
Florida
$18K +$6.21K +115 +54%
ETI
1484
Enterprise Trust & Investment
California
$17K
SIC
1485
Salem Investment Counselors
North Carolina
$17K
CG
1486
Cutler Group
California
$16K -$5.4K -100 -25%
CA
1487
Crewe Advisors
Utah
$13K -$811 -15 -6%
BEI
1488
Benjamin Edwards Inc
Missouri
$13K -$270 -5 -2%
HR
1489
Howe & Rusling
New York
$13K
IF
1490
Ironwood Financial
Arizona
$13K
PCIA
1491
Prime Capital Investment Advisors
Kansas
$12K -$26K -482 -68%
MCM
1492
McMillion Capital Management
North Carolina
$12K
FMTCOCP
1493
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K
FNBOSM
1494
First National Bank of South Miami
Florida
$11K
HCM
1495
Horrell Capital Management
Arkansas
$11K
BCM
1496
Bourgeon Capital Management
Connecticut
$11K +$10.8K +200 New
UB
1497
UMB Bank
Missouri
$10.2K +$420K +7,768 +4%
WWM
1498
Willingdon Wealth Management
North Carolina
$9K -$3.16M -58,560 -100%
BL
1499
Balentine LLC
Georgia
$9K
CAC
1500
Certified Advisory Corp
Florida
$9K

USB Hedge Fund Activity: Q3 2019 in Review

1,536 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q3 2019, worth a combined $66B — up 4.4% from $63.3B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new USB positions and 81 closed out — a net gain of 21 holders — while 521 added to existing stakes and 633 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $69.3M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $147M.

  • 1,536 institutional investors held US Bancorp (USB) as of Q3 2019, up from 1,521 in Q2 2019.
  • Funds reported $66B of US Bancorp stock for Q3 2019, up 4.4% quarter-over-quarter.
  • 102 funds opened new US Bancorp positions in Q3 2019 and 81 closed out, a net change of +21 holders.
  • The largest US Bancorp buyer in Q3 2019 was Victory Capital Management, an estimated $69.3M added.
  • The largest US Bancorp seller in Q3 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $147M sold.

Based on aggregated 13F filings for Q3 2019.