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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
PA
901
Pinnacle Associates
New York
$875K -$83.9K -1,673 -8%
ANRIA
902
American National Registered Investment Advisor
Texas
$873K -$4.51K -90 -0.5%
PP
903
Palladium Partners
Virginia
$870K -$35.7K -712 -4%
PI
904
PHH Investments
Texas
$870K -$6.07K -121 -0.7%
CC
905
Colrain Capital
Massachusetts
$870K
RAM
906
Redmond Asset Management
Virginia
$869K -$6.27K -125 -0.7%
MC
907
Moors & Cabot
Massachusetts
$868K -$802 -16 -0.1%
CCWA
908
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$867K +$142K +2,837 +19%
IAA
909
Independent Advisor Alliance
North Carolina
$865K -$36.6K -729 -4%
LWCFA
910
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$860K
CNAM
911
Campbell Newman Asset Management
Wisconsin
$857K +$16.5K +330 +2%
NDSI
912
Newman Dignan & Sheerar Inc
Rhode Island
$854K -$30.1K -600 -3%
WTC
913
WhitTier Trust Company
Nevada
$853K -$3.76K -75 -0.4%
HAG
914
HighPoint Advisor Group
Illinois
$844K +$16.5K +329 +2%
PGWM
915
Parisi Gray Wealth Management
New Jersey
$843K +$301 +6 +0%
CPO
916
Cerity Partners OCIO
New York
$842K +$141K +2,804 +19%
LSA
917
L & S Advisors
California
$841K
CCA
918
Checchi Capital Advisers
California
$839K -$21K -418 -2%
BFM
919
Boston Financial Management
Massachusetts
$838K -$203K -4,040 -19%
CFG
920
Citizens Financial Group
Rhode Island
$829K +$13.2K +263 +2%
FSCM
921
Front Street Capital Management
Montana
$827K -$115K -2,290 -12%
ARMC
922
American Research & Management Company
Massachusetts
$826K +$137K +2,724 +19%
WT
923
Whittier Trust
California
$825K +$52.2K +1,041 +6%
RT
924
Rockland Trust
Massachusetts
$824K +$18.1K +361 +2%
Capstone Investment Advisors
925
Capstone Investment Advisors
New York
$820K -$418K -8,338 -33%

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.