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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
VFA
976
Valeo Financial Advisors
Indiana
$676K +$670 +13 +0.1%
DAS
977
Dynamic Advisor Solutions
Arizona
$675K +$107K +2,085 +19%
KCPG
978
Kavar Capital Partners Group
Kansas
$667K
FPCG
979
Fort Pitt Capital Group
Pennsylvania
$666K -$104K -2,025 -14%
PCM
980
Poehling Capital Management
Wisconsin
$664K -$1.55K -30 -0.2%
VCM
981
Vivaldi Capital Management
Illinois
$664K +$281K +5,456 +76%
BS
982
Boenning & Scattergood
Pennsylvania
$663K +$1.8K +35 +0.3%
BST
983
Bath Savings Trust
Maine
$663K +$67K +1,300 +11%
CAM
984
Cypress Asset Management
Texas
$662K -$2.58K -50 -0.4%
MIP
985
Marietta Investment Partners
Wisconsin
$658K +$76.3K +1,481 +13%
P
986
Pitcairn
Pennsylvania
$657K -$4.07K -79 -0.6%
Lido Advisors
987
Lido Advisors
California
$652K -$9.33K -181 -1%
PGIM
988
Pacific Global Investment Management
California
$649K -$71.6K -1,390 -10%
ISB
989
Iowa State Bank
Iowa
$648K -$19.8K -385 -3%
CPIG
990
Chicago Partners Investment Group
Illinois
$648K +$2.88K +56 +0.5%
ARMT
991
Amica Retiree Medical Trust
Rhode Island
$647K -$72.6K -1,409 -10%
CC
992
Courier Capital
New York
$646K -$26.3K -510 -4%
CWM
993
Cordatus Wealth Management
Pennsylvania
$646K +$23.5K +457 +4%
CCC
994
Chelsea Counsel Company
California
$642K -$51.5K -1,000 -8%
CFGS
995
Concourse Financial Group Securities
Alabama
$640K -$25.3K -491 -4%
IUHSA
996
Itau Unibanco Holding S.A.
Brazil
$640K +$461K +8,951 +274%
RPC
997
Rossmore Private Capital
Connecticut
$638K +$101K +1,960 +19%
BFC
998
Bedel Financial Consulting
Indiana
$637K +$18K +350 +3%
OIA
999
OneDigital Investment Advisors
Kansas
$629K -$212K -4,108 -25%
GFA
1000
Gifford Fong Associates
California
$629K

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.