We are live on ! Find out more
USB icon

US Bancorp

1,521 hedge funds and large institutions have $63.3B invested in US Bancorp in 2019 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 536 increasing their positions, 623 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 92

9% more capital invested

Capital invested by funds: $58.3B → $63.3B (+$4.96B)

7% more funds holding in top 10

Funds holding in top 10: 4548 (+3)

6% more call options, than puts

Call options by funds: $338M | Put options by funds: $318M

0.37% more ownership

Funds ownership: 75.64%76.01% (+0.37%)

1% less funds holding

Funds holding: 1,5311,521 (-10)

14% less repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 623

Holders
1,521
Holders Change
-10
Holders Change %
-0.65%
% of All Funds
33.04%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
1.04%
New
103
Increased
536
Reduced
623
Closed
92
Calls
$338M
Puts
$318M
Net Calls
+$19.6M
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
451
Hengehold Capital Management
Ohio
$5.2M +$85.5K +1,660 +2%
SFS
452
Strategic Financial Services
New York
$5.2M -$83K -1,610 -2%
HT
453
Heritage Trust
Oklahoma
$5.15M -$29.1K -564 -0.6%
PGFC
454
Peapack-Gladstone Financial Corp
New Jersey
$5.13M +$5.92K +115 +0.1%
PSC
455
Prentiss Smith & Co
Vermont
$5.12M -$2.83M -54,943 -36%
EWM
456
Empirical Wealth Management
Washington
$5.06M -$1.74M -33,822 -26%
JWM
457
JGP Wealth Management
Oregon
$5.06M +$75.8K +1,472 +2%
Northwestern Mutual Wealth Management
458
Northwestern Mutual Wealth Management
Wisconsin
$5.04M -$124K -2,401 -2%
IIC
459
Ironwood Investment Counsel
Arizona
$5.03M +$74.7K +1,449 +2%
MCM
460
Monarch Capital Management
Indiana
$5.03M +$773 +15 +0%
FNBT
461
FineMark National Bank & Trust
Florida
$5.02M +$51.2K +993 +1%
RCM
462
Riverhead Capital Management
Delaware
$5M +$2.23M +43,353 +83%
WDA
463
Wendell David Associates
New Hampshire
$5M -$73.4K -1,425 -1%
Squarepoint
464
Squarepoint
New York
$4.98M -$7.94M -154,027 -62%
Dodge & Cox
465
Dodge & Cox
California
$4.95M -$15.5K -300 -0.3%
ANTB
466
AMG National Trust Bank
Colorado
$4.94M +$64.4K +1,250 +1%
AAF
467
Andra AP-fonden
Sweden
$4.91M +$258K +5,000 +6%
CM
468
CS McKee
Pennsylvania
$4.91M -$690K -13,400 -13%
LG
469
LaFleur & Godfrey
Michigan
$4.89M -$146K -2,840 -3%
Marshall Wace
470
Marshall Wace
United Kingdom
$4.86M +$3.05M +59,144 +176%
EWA
471
Exencial Wealth Advisors
Oklahoma
$4.84M -$164K -3,189 -3%
FWCM
472
Ferguson Wellman Capital Management
Oregon
$4.83M -$184K -3,562 -4%
DIA
473
Dean Investment Associates
Ohio
$4.81M -$46.4K -900 -1%
Mercer Global Advisors
474
Mercer Global Advisors
Colorado
$4.77M +$217K +4,215 +5%
BC
475
Brinker Capital
Pennsylvania
$4.75M +$1.22M +23,649 +35%

USB Hedge Fund Activity: Q2 2019 in Review

1,521 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q2 2019, worth a combined $63.3B — up 8.5% from $58.3B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new USB positions and 92 closed out — a net gain of 11 holders — while 536 added to existing stakes and 623 trimmed.

The largest buyer was Nuveen, adding an estimated $652M. The largest seller was DZ Bank, cutting an estimated $162M.

  • 1,521 institutional investors held US Bancorp (USB) as of Q2 2019, down from 1,531 in Q1 2019.
  • Funds reported $63.3B of US Bancorp stock for Q2 2019, up 8.5% quarter-over-quarter.
  • 103 funds opened new US Bancorp positions in Q2 2019 and 92 closed out, a net change of +11 holders.
  • The largest US Bancorp buyer in Q2 2019 was Nuveen, an estimated $652M added.
  • The largest US Bancorp seller in Q2 2019 was DZ Bank, an estimated $162M sold.

Based on aggregated 13F filings for Q2 2019.