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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
EIG
1501
Ellenbecker Investment Group
Wisconsin
$202K +$197K +3,407 New
HI
1502
Hudock Inc
Pennsylvania
$199K +$1.45K +25 +0.7%
PMFA
1503
Plante Moran Financial Advisors
Michigan
$195K -$40.9K -707 -18%
AssetMark Inc
1504
AssetMark Inc
California
$195K +$30.4K +525 +19%
LD
1505
Lipe & Dalton
New York
$194K +$189K +3,275 New
BC
1506
Barnett & Company
Tennessee
$192K +$10.3K +179 +6%
ATC
1507
Adirondack Trust Company
New York
$191K +$13K +225 +7%
BAMG
1508
Brand Asset Management Group
Missouri
$190K -$2.95K -51 -2%
AAP
1509
Arax Advisory Partners
Colorado
$185K +$16.2K +281 +10%
CCMW
1510
Cypress Capital Management (Wyoming)
Wyoming
$184K
ZB
1511
Zions Bancorporation
Utah
$177K -$11.7K -203 -6%
PFGIA
1512
Patriot Financial Group Insurance Agency
Massachusetts
$173K +$3.93K +68 +2%
CFA
1513
Carroll Financial Associates
North Carolina
$170K -$42.1K -728 -20%
GAM
1514
Gemmer Asset Management
California
$170K
ADL
1515
Asset Dedication LLC
California
$160K +$62.2K +1,075 +66%
AWM
1516
Avior Wealth Management
Nebraska
$158K -$22K -380 -12%
FCB
1517
First Command Bank
Texas
$157K +$6.71K +116 +5%
FCFS
1518
First Command Financial Services
Texas
$157K +$6.71K +116 +5%
HCA
1519
Horan Capital Advisors
Ohio
$145K -$4.63K -80 -3%
PP
1520
Peconic Partners
New York
$145K +$142K +2,450 New
LC
1521
Lindbrook Capital
California
$144K +$8.32K +144 +6%
CHAM
1522
Clear Harbor Asset Management
Connecticut
$143K +$139K +2,411 New
LWM
1523
Lenox Wealth Management
Ohio
$139K -$1.1K -19 -0.8%
BSPF
1524
British Steel Pension Fund
United Kingdom
$136K
CWP
1525
CFM Wealth Partners
Texas
$122K +$128K +2,218 New

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.