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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
WS
651
Wedbush Securities
California
$2.4M +$47.3K +918 +2%
TA
652
Townsend & Associates
Colorado
$2.4M +$22.8K +443 +1%
HFA
653
HC Financial Advisors
California
$2.38M -$57.8K -1,121 -2%
SCP
654
Shorepoint Capital Partners
Massachusetts
$2.38M -$37.9K -735 -2%
CFMC
655
Curbstone Financial Management Corp
New Hampshire
$2.37M +$67K +1,300 +3%
SCA
656
Strategic Capital Advisers
Colorado
$2.33M -$145K -2,816 -6%
VSWA
657
Vontobel Swiss Wealth Advisors
Switzerland
$2.32M +$2.29M +44,350 New
SFG
658
Sather Financial Group
Texas
$2.32M -$243K -4,721 -10%
OI
659
Oakbrook Investments
Illinois
$2.29M -$47.7K -925 -2%
AT
660
Arden Trust
Delaware
$2.27M -$62K -1,203 -3%
PAG
661
Private Advisor Group
New Jersey
$2.26M -$193K -3,737 -8%
ACM
662
AlphaCrest Capital Management
New York
$2.24M -$5.09M -98,744 -70%
CANC
663
Culbertson A N & Co
Virginia
$2.24M +$10.3K +200 +0.5%
APP
664
Avantax Planning Partners
Iowa
$2.23M +$24.5K +475 +1%
AC
665
Addenda Capital
Quebec, Canada
$2.23M +$21.4K +415 +1%
IPW
666
Inlet Private Wealth
Florida
$2.22M +$212K +4,115 +11%
PS
667
Pensionfund Sabic
Netherlands
$2.22M
LBC
668
Lowe Brockenbrough & Co
Virginia
$2.22M -$5.67K -110 -0.3%
MCP
669
Martin Capital Partners
Oregon
$2.21M +$2.17M +42,094 New
MYLI
670
Meiji Yasuda Life Insurance
Japan
$2.2M -$79.8K -1,549 -4%
FMWA
671
Forvis Mazars Wealth Advisors
Missouri
$2.19M -$61.5K -1,194 -3%
MC
672
MRJ Capital
New York
$2.19M -$15.5K -300 -0.7%
ECM
673
Evergreen Capital Management
Washington
$2.18M +$1.89M +36,721 +755%
HWA
674
Heritage Wealth Advisors
Virginia
$2.17M -$76.8K -1,490 -3%
LNWWM
675
Laird Norton Wetherby Wealth Management
California
$2.17M +$249K +4,840 +13%

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.