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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
SA
851
Strategic Advisors
New York
$1.08M +$331K +6,600 +41%
S
852
Seeyond
France
$1.08M +$974K +19,415 +645%
WAM
853
Wealthspire Advisors (Maryland)
Maryland
$1.08M -$15.7K -313 -1%
SC
854
Savant Capital
Illinois
$1.08M +$11.5K +229 +1%
GP
855
Girard Partners
Pennsylvania
$1.07M -$90.9K -1,812 -8%
TC
856
TownSquare Capital
Utah
$1.07M +$691K +13,773 +163%
JDR
857
Jay D. Rosenbaum
$1.05M -$5.01K -100 -0.5%
DBIA
858
Dumont & Blake Investment Advisors
New Jersey
$1.05M +$5.77K +115 +0.5%
PMG
859
ProVise Management Group
Florida
$1.04M -$16.3K -325 -1%
SWP
860
Stratos Wealth Partners
Ohio
$1.04M -$1.64M -32,666 -60%
MRCM
861
M&R Capital Management
New Jersey
$1.03M +$1.55K +31 +0.2%
RWM
862
RKL Wealth Management
Pennsylvania
$1.03M -$8.12K -162 -0.8%
GCP
863
GSA Capital Partners
United Kingdom
$1.02M +$616K +12,287 +139%
ACH
864
ArrowMark Colorado Holdings
Colorado
$1.02M +$1.06M +21,100 New
ACM
865
Advisors Capital Management
New Jersey
$1.01M +$52.5K +1,047 +5%
MPM
866
Meritage Portfolio Management
Kansas
$1.01M
RWA
867
Ropes Wealth Advisors
Massachusetts
$1.01M +$351 +7 +0%
CG
868
Colony Group
Massachusetts
$1.01M +$158K +3,160 +18%
MMPW
869
Mitchell McLeod Pugh & Williams
Alabama
$998K -$3.06K -61 -0.3%
MERSOM
870
Municipal Employees' Retirement System of Michigan
Michigan
$991K -$1.04M -20,800 -50%
RL
871
Ruffer LLP
United Kingdom
$986K -$552K -11,000 -35%
VRS
872
Virginia Retirement Systems
Virginia
$983K
MLL
873
Moody Lynn & Lieberson
Massachusetts
$979K -$351K -7,000 -26%
IR
874
IAT Reinsurance
New York
$978K
WWM
875
Western Wealth Management
Colorado
$975K +$38.8K +774 +4%

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.