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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
GWS
1576
Glassman Wealth Services
Virginia
$60K +$1.33K +23 +2%
MIFH
1577
Migdal Insurance & Financial Holdings
Israel
$60K +$58.2K +1,006 New
MS
1578
Mizuho Securities
Japan
$59K -$173K -3,000 -75%
PCFFS
1579
Pacific Center for Financial Services
California
$59K +$37.5K +648 +183%
CA
1580
Centerpoint Advisors
Massachusetts
$58K
HB
1581
Horizon Bancorp
Indiana
$57K +$55.8K +965 New
KTC
1582
Kistler-Tiffany Companies
Pennsylvania
$56K
PA
1583
Procyon Advisors
Connecticut
$55K +$54.1K +935 New
DWA
1584
Dougherty Wealth Advisers
Minnesota
$54K
GDP
1585
Great Diamond Partners
Maine
$52K +$51.6K +893 New
SLF
1586
Sun Life Financial
Ontario, Canada
$50K -$19K -329 -28%
SC
1587
Sawyer & Company
Massachusetts
$50K
KPW
1588
Kore Private Wealth
New York
$49K +$47.5K +821 New
NPP
1589
New Potomac Partners
Maryland
$46K
BWM
1590
Baystate Wealth Management
Massachusetts
$46K +$39.4K +681 +732%
EARNEST Partners
1591
EARNEST Partners
Georgia
$45K
HIA
1592
Harbor Investment Advisory
Maryland
$45K +$44.1K +763 New
GCM
1593
Gables Capital Management
Florida
$42K
GIC
1594
Gantzert Investment Company
Illinois
$42K
HIM
1595
Hillsdale Investment Management
Ontario, Canada
$42K
NC
1596
NewSquare Capital
Pennsylvania
$42K
PW
1597
Price Wealth
Texas
$42K +$35.2K +609 +597%
RG
1598
Retirement Group
California
$41K +$40K +691 New
PCA
1599
Providence Capital Advisors
North Carolina
$38K
BAM
1600
Bellevue Asset Management
Washington
$38K +$37K +640 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.