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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
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$34.7M
NIPH
177
NN Investment Partners Holdings
Netherlands
$34.1M +$1.53M +26,443 +5%
CAM
178
Cacti Asset Management
Georgia
$34M -$1.4M -24,240 -4%
PR
179
Payden & Rygel
California
$33.1M +$4.9M +84,800 +18%
CTB
180
Country Trust Bank
Illinois
$32.8M -$1.15M -19,825 -3%
CB
181
Commerce Bank
Missouri
$31.8M +$1.14M +19,751 +4%
FWIA
182
Fort Washington Investment Advisors
Ohio
$31.8M +$1.46M +25,196 +5%
RJFSA
183
Raymond James Financial Services Advisors
Florida
$31.5M +$3.13M +54,134 +11%
Balyasny Asset Management
184
Balyasny Asset Management
Illinois
$31.4M -$75.6M -1,308,241 -71%
WRF
185
Waddell & Reed Financial
Kansas
$31.3M -$1.67M -28,860 -5%
MSE
186
MUFG Securities EMEA
United Kingdom
$30.8M +$8.96M +155,000 +42%
UFG
187
United Fire Group
Iowa
$30.8M
MNG
188
Manning & Napier Group
New York
$30.4M +$3.08M +53,347 +12%
Wolverine Trading
189
Wolverine Trading
Illinois
$30.1M +$27.1M +468,588 +1,161%
Aviva
190
Aviva
United Kingdom
$29.8M -$189K -3,265 -0.6%
LPL Financial
191
LPL Financial
California
$29.1M +$2.36M +40,896 +9%
WIC
192
Willis Investment Counsel
Georgia
$29.1M
AII
193
AGF Investments Inc
Ontario, Canada
$29M
FNBOO
194
First National Bank of Omaha
Nebraska
$28.7M -$136K -2,350 -0.5%
1832 Asset Management
195
1832 Asset Management
Ontario, Canada
$28.4M +$414K +7,155 +2%
VDI
196
Vaughan David Investments
Illinois
$28.2M -$175K -3,029 -0.6%
State of Tennessee, Department of Treasury
197
State of Tennessee, Department of Treasury
Tennessee
$28.1M -$8.26M -142,825 -23%
WJWM
198
Williams Jones Wealth Management
New York
$28M +$380K +6,569 +1%
FMII
199
Farmers & Merchants Investments Inc
Nebraska
$27.8M +$283K +4,900 +1%
FAF
200
Fjarde Ap-fonden
Sweden
$27.3M +$578K +10,000 +2%

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.