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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
CIM
1501
Contravisory Investment Management
Massachusetts
$9K
EIM
1502
Essex Investment Management
Massachusetts
$8K
AM
1503
Atwater Malick
Pennsylvania
$8K +$7.89K +146 New
SIAS
1504
Shine Investment Advisory Services
Colorado
$7K
IAS
1505
IMA Advisory Services
Colorado
$7K +$54 +1 +0.8%
CFN
1506
Cordasco Financial Network
Florida
$6K
GWMIA
1507
Global Wealth Management Investment Advisory
Florida
$6K
PW
1508
Price Wealth
Texas
$6K
SA
1509
SRH Advisors
Kansas
$6K
SWM
1510
Selective Wealth Management
Virginia
$6K +$6.21K +115 New
LTI
1511
Laffer Tengler Investments
Tennessee
$5.48K +$5.35K +99 New
BWM
1512
Baystate Wealth Management
Massachusetts
$5K -$45.5K -841 -90%
TC
1513
Truvestments Capital
Florida
$5K -$16.2K -300 -76%
FHA
1514
Flagship Harbor Advisors
Massachusetts
$5K -$4.97K -92 -49%
SCA
1515
Stuart Chaussee & Associates
California
$5K
ANBT
1516
American National Bank & Trust
Texas
$5K +$5.13K +95 New
EIP
1517
Ellis Investment Partners
Pennsylvania
$5K +$5.89K +109 New
QAM
1518
QCI Asset Management
New York
$4K -$6.75K -125 -62%
WAS
1519
Winch Advisory Services
Wisconsin
$4K -$1.03K -19 -22%
PWMG
1520
Prestige Wealth Management Group
New Jersey
$4K
THWM
1521
Taylor Hoffman Wealth Management
Virginia
$4K
1NWS
1522
1 North Wealth Services
Maryland
$4K +$4.38K +81 New
AA
1523
Advisory Alpha
Michigan
$3.89K +$4K +74 New
GTAM
1524
Global Trust Asset Management
Florida
$3K -$137K -2,529 -98%
HCM
1525
Hilton Capital Management
New York
$3K

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.