We are live on ! Find out more
USB icon

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
CA
1626
Crewe Advisors
Utah
$23K +$8.85K +153 +65%
BL
1627
Balentine LLC
Georgia
$22K +$12.1K +209 +135%
CA
1628
CXI Advisors
Indiana
$21K +$20.5K +355 New
FGAM
1629
Financial Gravity Asset Management
Texas
$19K -$17.3K -299 -48%
ETI
1630
Enterprise Trust & Investment
California
$18K
SFPG
1631
Stonebridge Financial Planning Group
Florida
$18K +$17.3K +300 New
CG
1632
Cutler Group
California
$17K
FNBOSM
1633
First National Bank of South Miami
Florida
$17K +$4.51K +78 +39%
FWM
1634
Filbrandt Wealth Management
Wisconsin
$17K +$17.3K +300 New
TFA
1635
Tobias Financial Advisors
Florida
$16K +$15.7K +272 New
BEI
1636
Benjamin Edwards Inc
Missouri
$15K +$289 +5 +2%
IWP
1637
IAG Wealth Partners
Wisconsin
$15K +$14.5K +250 New
IF
1638
Ironwood Financial
Arizona
$14K
MCM
1639
McMillion Capital Management
North Carolina
$13K
PCIA
1640
Prime Capital Investment Advisors
Kansas
$13K
RAM
1641
Riggs Asset Management
Pennsylvania
$13K +$12.7K +219 New
EWM
1642
EPG Wealth Management
Georgia
$13K +$13K +224 New
UOTTAIMCU
1643
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$13K +$13K +225 New
EWA
1644
Evolution Wealth Advisors
Florida
$12K -$7.46K -129 -39%
BCM
1645
Bourgeon Capital Management
Connecticut
$12K
HCM
1646
Horrell Capital Management
Arkansas
$12K
WQ
1647
Wealth Quarterback
New Jersey
$12K +$11.7K +202 New
FMTCOCP
1648
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K
AA
1649
Advisory Alpha
Michigan
$10.9K +$6.88K +119 +161%
CIM
1650
Contravisory Investment Management
Massachusetts
$9K

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.