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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
KA
926
Kintegral Advisory
New York
$817K
HWA
927
HCR Wealth Advisors
California
$813K -$40.4K -785 -5%
AC
928
Abbrea Capital
California
$813K +$94.5K +1,834 +14%
JMFC
929
J.M. Forbes & Co
Massachusetts
$812K -$10.6M -205,851 -93%
PAIM
930
Punch & Associates Investment Management
Minnesota
$808K -$3.56K -69 -0.4%
RIM
931
Regent Investment Management
Kentucky
$803K +$17.5K +340 +2%
BCCM
932
Bridge Creek Capital Management
Massachusetts
$796K +$414K +8,040 +113%
IP
933
Isthmus Partners
Wisconsin
$790K +$535K +10,375 +221%
PJSIMP
934
P.J. Schmidt Investment Management (PJS)
Wisconsin
$788K -$27.1K -525 -3%
BWAM
935
Boyd Watterson Asset Management
Ohio
$786K
SMM
936
Stadion Money Management
Georgia
$779K -$71.6K -1,390 -9%
RG
937
Rikoon Group
New Mexico
$779K -$60.5K -1,174 -7%
AI
938
Atom Investors
Texas
$769K +$756K +14,679 New
B
939
Barings
North Carolina
$768K +$42.1K +817 +6%
AAM
940
Auxier Asset Management
Oregon
$767K +$34.8K +675 +5%
MWM
941
Mascoma Wealth Management
New Hampshire
$767K +$187K +3,638 +33%
SCM
942
Schnieders Capital Management
California
$760K -$56.7K -1,100 -7%
PBO
943
Peoples Bank (Ohio)
Ohio
$759K +$29.3K +568 +4%
LCP
944
Legacy Capital Partners
Wisconsin
$757K -$36.1K -700 -5%
MGIA
945
Moneta Group Investment Advisors
Missouri
$752K -$287K -5,570 -28%
WIA
946
Wealthstreet Investment Advisors
Texas
$752K
ONB
947
Old National Bancorp
Indiana
$748K -$21.5K -418 -3%
RIL
948
Rothschild Investment LLC
Illinois
$748K
F
949
F3Logic
Minnesota
$743K -$4.69K -91 -0.6%
SFI
950
Susquehanna Fundamental Investments
Pennsylvania
$742K -$1.4M -27,200 -66%

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.