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US Bancorp
USB

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: 1,537 → 1,687 (+150)

8% more funds holding in top 10

Funds holding in top 10: 53 → 57 (+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

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$80.6M
2
AL
AJO LP
Pennsylvania
+$77.2M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$75.9M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$73.9M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$58.6M

Top Sellers

Rank Fund Capital Flow
1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$672M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$257M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$164M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$155M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$92.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
EIM
1651
Essex Investment Management
Massachusetts
$9K – – –
CAC
1652
Certified Advisory Corp
Florida
$9K +$58 +1 +0.6%
AWM
1653
Atticus Wealth Management
Florida
$9K +$8.79K +152 New
WWM
1654
Willingdon Wealth Management
North Carolina
$8K -$1.1K -19 -12%
SIAS
1655
Shine Investment Advisory Services
Colorado
$8K – – –
IAS
1656
IMA Advisory Services
Colorado
$8K +$58 +1 +0.8%
AS
1657
Altshuler Shaham
Israel
$8K +$7.98K +138 New
CFN
1658
Cordasco Financial Network
Florida
$7K – – –
SWM
1659
Selective Wealth Management
Virginia
$7K – – –
WAS
1660
Winch Advisory Services
Wisconsin
$7K +$2.49K +43 +63%
JWA
1661
JFS Wealth Advisors
Pennsylvania
$7K +$5.61K +97 +388%
WCM
1662
Wealthcare Capital Management
Virginia
$7K +$6.76K +117 New
FHA
1663
Flagship Harbor Advisors
Massachusetts
$6K – – –
SA
1664
SRH Advisors
Kansas
$6K – – –
QAM
1665
QCI Asset Management
New York
$6K +$1.16K +20 +26%
1NWS
1666
1 North Wealth Services
Maryland
$5K – – –
SCA
1667
Stuart Chaussee & Associates
California
$5K – – –
TA
1668
TFG Advisers
Michigan
$5K +$5.78K +100 New
PWMG
1669
Prestige Wealth Management Group
New Jersey
$4K – – –
THWM
1670
Taylor Hoffman Wealth Management
Virginia
$4K – – –
GWMIA
1671
Global Wealth Management Investment Advisory
Florida
$3K -$3.18K -55 -52%
GTAM
1672
Global Trust Asset Management
Florida
$3K – – –
MFT
1673
Moisand Fitzgerald Tamayo
Florida
$3K – – –
CWA
1674
Capital Wealth Alliance
Arizona
$3K +$3.12K +54 New
CAM
1675
Columbia Asset Management
Michigan
$2.14K – – –
65 66
67
68 69

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.