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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
WAM
826
Wealthspire Advisors (Maryland)
Maryland
$1.19M +$16.6K +323 +1%
SA
827
Strategic Advisors
New York
$1.18M
GCA
828
Gideon Capital Advisors
New York
$1.18M -$1.41M -27,421 -55%
IRF
829
IBM Retirement Fund
New York
$1.18M -$23.6K -458 -2%
CC
830
ClearArc Capital
Ohio
$1.18M -$142K -2,758 -11%
CCMG
831
Clark Capital Management Group
Pennsylvania
$1.17M +$170K +3,291 +17%
SC
832
Scotia Capital
Ontario, Canada
$1.17M +$458K +8,885 +66%
QCIG
833
Quad-Cities Investment Group
Iowa
$1.16M -$37K -719 -3%
ACM
834
Advisors Capital Management
New Jersey
$1.15M +$61K +1,183 +6%
CL
835
Choreo LLC
Illinois
$1.14M -$78.7K -1,527 -7%
RWM
836
RKL Wealth Management
Pennsylvania
$1.13M +$18.8K +365 +2%
JDR
837
Jay D. Rosenbaum
$1.12M -$23.4K -455 -2%
ACH
838
ArrowMark Colorado Holdings
Colorado
$1.11M
DP
839
Dearborn Partners
Illinois
$1.11M +$99.8K +1,937 +10%
NCM
840
Northstar Capital Management
New York
$1.1M -$133K -2,572 -11%
MPM
841
Meritage Portfolio Management
Kansas
$1.1M
AWM
842
AE Wealth Management
Kansas
$1.09M +$376K +7,289 +54%
CG
843
Colony Group
Massachusetts
$1.09M -$6.39K -124 -0.6%
MMPW
844
Mitchell McLeod Pugh & Williams
Alabama
$1.08M
RWA
845
Ropes Wealth Advisors
Massachusetts
$1.08M -$17K -330 -2%
AWM
846
Altium Wealth Management
New York
$1.08M +$260K +5,042 +33%
SWP
847
Stratos Wealth Partners
Ohio
$1.07M -$60.4K -1,173 -5%
IR
848
IAT Reinsurance
New York
$1.06M
OTPPB
849
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.05M -$8.09M -157,014 -89%
MLL
850
Moody Lynn & Lieberson
Massachusetts
$1.05M -$10.3K -200 -1%

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.