We are live on ! Find out more
USB icon

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
CG
526
Caprock Group
Idaho
$3.4M -$19.1K -381 -0.5%
HBT
527
Hills Bank & Trust
Iowa
$3.4M +$192K +3,827 +6%
FTC
528
Farmers Trust Company
Ohio
$3.4M +$556K +11,093 +19%
KMWM
529
Keudell/Morrison Wealth Management
Oregon
$3.39M +$3.52M +70,269 New
BAM
530
Berkshire Asset Management
Pennsylvania
$3.37M -$28.1K -561 -0.8%
KS
531
Karpas Strategies
Connecticut
$3.37M +$6.52K +130 +0.2%
TAM
532
Tiverton Asset Management
Delaware
$3.37M +$563K +11,231 +19%
SLAM
533
Swiss Life Asset Management
$3.34M -$20.3M -404,141 -85%
OSNBOA
534
Old Second National Bank of Aurora
Illinois
$3.33M
RIM
535
Reliant Investment Management
Tennessee
$3.31M +$52.7K +1,050 +2%
ECM
536
Everence Capital Management
Indiana
$3.3M +$909K +18,125 +36%
CC
537
Cannell & Co
New York
$3.29M -$24.6K -490 -0.7%
BO
538
Bank OZK
Arkansas
$3.29M +$13.5K +270 +0.4%
EWM
539
Endurance Wealth Management
Rhode Island
$3.28M -$33.1K -660 -1%
AF
540
Ally Financial
Michigan
$3.28M
NPT
541
Nixon Peabody Trust
Massachusetts
$3.28M +$247K +4,934 +8%
MLIC
542
Mandatum Life Insurance Company
Finland
$3.27M
FM
543
Foster & Motley
Ohio
$3.26M -$86.5K -1,724 -2%
GCC
544
Game Creek Capital
Massachusetts
$3.25M -$42.6K -850 -1%
PCM
545
Parsons Capital Management
Rhode Island
$3.25M -$55.8K -1,113 -2%
AIA
546
Allied Investment Advisors
Montana
$3.23M +$3.13M +62,392 +1,334%
HCMT
547
Highland Capital Management (Texas)
Texas
$3.23M +$602K +12,000 +22%
BC
548
Brinker Capital
Pennsylvania
$3.23M +$151K +3,010 +5%
GIA
549
GHP Investment Advisors
Colorado
$3.2M +$286K +5,710 +9%
PDN
550
Pensionfund DSM Netherlands
Netherlands
$3.19M

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.