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US Bancorp

1,532 hedge funds and large institutions have $58.3B invested in US Bancorp in 2019 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 550 increasing their positions, 596 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 69

13% more call options, than puts

Call options by funds: $375M | Put options by funds: $331M

3% more funds holding

Funds holding: 1,4811,532 (+51)

5% more capital invested

Capital invested by funds: $55.5B → $58.3B (+$2.75B)

0.19% more ownership

Funds ownership: 75.46%75.64% (+0.19%)

8% less repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 596

10% less funds holding in top 10

Funds holding in top 10: 5045 (-5)

Holders
1,532
Holders Change
+51
Holders Change %
+3.44%
% of All Funds
33.15%
Holding in Top 10
45
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10%
% of All Funds
0.97%
New
132
Increased
550
Reduced
596
Closed
69
Calls
$375M
Puts
$331M
Net Calls
+$43.7M
Net Calls Change
+$53.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$440M +$85.9M +1,711,938 +23%
American Century Companies
27
American Century Companies
Missouri
$418M -$1.06M -21,060 -0.2%
Invesco
28
Invesco
Georgia
$375M +$22M +437,830 +6%
TCIM
29
TIAA CREF Investment Management
New York
$338M +$175M +3,495,690 +99%
Fidelity International
30
Fidelity International
Bermuda
$335M -$34.3M -684,659 -9%
MPI
31
Mairs & Power Inc
Minnesota
$318M -$3.52M -70,149 -1%
Charles Schwab
32
Charles Schwab
California
$312M +$12.2M +244,137 +4%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$289M +$2.35M +46,796 +0.8%
Goldman Sachs
34
Goldman Sachs
New York
$288M -$25.2M -502,743 -8%
UBS AM
35
UBS AM
Illinois
$287M +$2.27M +45,229 +0.8%
Principal Financial Group
36
Principal Financial Group
Iowa
$273M +$14.5M +290,042 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
37
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$272M -$14M -279,724 -5%
AllianceBernstein
38
AllianceBernstein
Tennessee
$270M -$55.5M -1,106,301 -16%
Ameriprise
39
Ameriprise
Minnesota
$267M -$90M -1,794,823 -24%
ATO
40
Alecta Tjanstepension Omsesidigt
Sweden
$262M +$65.2M +1,300,000 +31%
Primecap Management
41
Primecap Management
California
$247M -$65.2K -1,300 -0%
PPA
42
Parametric Portfolio Associates
Washington
$242M +$7.23M +144,167 +3%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$238M +$4.19M +83,642 +2%
YAM
44
Yacktman Asset Management
Texas
$228M +$542K +10,808 +0.2%
Wellington Management Group
45
Wellington Management Group
Massachusetts
$220M -$17.8M -355,528 -7%
Capital Research Global Investors
46
Capital Research Global Investors
California
$217M -$25.1M -499,964 -10%
Morgan Stanley
47
Morgan Stanley
New York
$208M -$86.7M -1,728,347 -29%
Deutsche Bank
48
Deutsche Bank
Germany
$208M +$14M +280,145 +7%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$204M -$3.56M -71,025 -2%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$202M -$2.18M -43,501 -1%

USB Hedge Fund Activity: Q1 2019 in Review

1,532 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q1 2019, worth a combined $58.3B — up 4.9% from $55.5B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new USB positions and 69 closed out — a net gain of 63 holders — while 550 added to existing stakes and 596 trimmed.

The largest buyer was TIAA CREF Investment Management, adding an estimated $175M. The largest seller was Fidelity Investments, cutting an estimated $343M.

  • 1,532 institutional investors held US Bancorp (USB) as of Q1 2019, up from 1,481 in Q4 2018.
  • Funds reported $58.3B of US Bancorp stock for Q1 2019, up 4.9% quarter-over-quarter.
  • 132 funds opened new US Bancorp positions in Q1 2019 and 69 closed out, a net change of +63 holders.
  • The largest US Bancorp buyer in Q1 2019 was TIAA CREF Investment Management, an estimated $175M added.
  • The largest US Bancorp seller in Q1 2019 was Fidelity Investments, an estimated $343M sold.

Based on aggregated 13F filings for Q1 2019.