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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
FBC
851
Fairfield, Bush & Co
Connecticut
$1.05M
KFBMI
852
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.05M
GP
853
Girard Partners
Pennsylvania
$1.04M -$121K -2,354 -11%
CIA
854
Choate Investment Advisors
Massachusetts
$1.04M -$12.1K -234 -1%
KCM
855
Kornitzer Capital Management
Kansas
$1.04M +$32.2K +625 +3%
BPWA
856
Beacon Pointe Wealth Advisors
California
$1.03M
MRCM
857
M&R Capital Management
New Jersey
$1.03M +$2.58K +50 +0.3%
ACC
858
Accident Compensation Corp
New Zealand
$1.02M
WWM
859
Western Wealth Management
Colorado
$1.01M -$43.4K -842 -4%
MC
860
Machina Capital
France
$1.01M -$1.06M -20,529 -52%
JFA
861
JNBA Financial Advisors
Minnesota
$1.01M +$5.15K +100 +0.5%
EWA
862
EP Wealth Advisors
California
$1M +$364K +7,065 +58%
CEP
863
Chicago Equity Partners
Illinois
$1M -$773 -15 -0.1%
MFW
864
Mosaic Family Wealth
Missouri
$999K
VFM
865
Viking Fund Management
North Dakota
$996K
CG
866
Cynosure Group
Utah
$995K +$978K +18,986 New
WPC
867
White Pine Capital
Minnesota
$991K -$55.3K -1,073 -5%
LWCFA
868
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$989K +$52.8K +1,025 +6%
PAA
869
Peregrine Asset Advisers
Oregon
$977K -$5.15K -100 -0.5%
WG
870
Welch Group
Alabama
$975K +$210K +4,078 +28%
AWM
871
Aevitas Wealth Management
Massachusetts
$973K -$83.5K -1,620 -8%
MMG
872
Monetary Management Group
Missouri
$966K
PA
873
Pinnacle Associates
New York
$966K +$14K +272 +1%
PNAA
874
Pictet North America Advisors
Switzerland
$965K
MA
875
Mutual Advisors
Nebraska
$945K +$427K +8,278 +85%

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.