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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
FHA
1551
First Horizon Advisors
Tennessee
$92K -$4.86K -84 -5%
QT
1552
Quantbot Technologies
New York
$91K -$1.75M -30,347 -95%
KIG
1553
Kessler Investment Group
Indiana
$87K +$1.91K +33 +2%
BCA
1554
Berman Capital Advisors
Georgia
$86K +$116 +2 +0.1%
WB
1555
Webster Bank
Connecticut
$86K +$5.78K +100 +7%
VCP
1556
Verus Capital Partners
Arizona
$86K +$83.8K +1,450 New
PCM
1557
Penserra Capital Management
California
$81K -$1.51M -26,052 -95%
KWM
1558
Keebeck Wealth Management
Illinois
$79K +$77.2K +1,336 New
BWA
1559
Burt Wealth Advisors
Maryland
$78K -$577K -9,980 -88%
Loomis, Sayles & Company
1560
Loomis, Sayles & Company
Massachusetts
$78K -$49.3K -853 -39%
BBA
1561
Braun-Bostich & Associates
Pennsylvania
$77K +$75.7K +1,309 New
VCM
1562
Versant Capital Management
Arizona
$76K -$925 -16 -1%
AIM
1563
AIA Investment Management
Singapore
$76K
AWA
1564
Arkadios Wealth Advisors
Georgia
$75.2K +$78.7K +1,362 New
SL
1565
Savior LLC
Massachusetts
$73K +$71.5K +1,236 New
ACM
1566
Anfield Capital Management
California
$72K +$75.7K +1,309 New
AIM
1567
Anchor Investment Management
South Carolina
$71.1K
BWA
1568
BDO Wealth Advisors
Florida
$71K
RWML
1569
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$67.5K
Pacer Advisors
1570
Pacer Advisors
Pennsylvania
$65K -$8.9M -153,977 -99%
GI
1571
Gradient Investments
Minnesota
$65K -$5.49K -95 -8%
BCM
1572
Blume Capital Management
California
$65K
WCG
1573
Weaver Consulting Group
California
$65K
TIM
1574
Tortoise Investment Management
New York
$63K -$27.5K -475 -31%
HDIM
1575
Hanson & Doremus Investment Management
Vermont
$62K

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.