We are live on ! Find out more
USB icon

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
SOAMC
1001
Spirit of America Management Corp
New York
$629K
ET
1002
Equitable Trust
Tennessee
$628K +$10.3K +200 +2%
TB
1003
Terril Brothers
Missouri
$627K
LDB
1004
Lee, Danner & Bass
Tennessee
$622K -$1.29K -25 -0.2%
FCA
1005
FLC Capital Advisors
California
$620K +$19.1K +370 +3%
BWA
1006
Burt Wealth Advisors
Maryland
$615K -$1.8K -35 -0.3%
CWM
1007
Calamos Wealth Management
Illinois
$614K +$75.2K +1,460 +14%
SFG
1008
SNS Financial Group
Minnesota
$613K +$42.8K +830 +8%
PA
1009
Parallel Advisors
California
$613K +$143K +2,784 +31%
SCCM
1010
Schafer Cullen Capital Management
New York
$610K -$1.83M -35,600 -76%
LJHT
1011
Laurie J. Hall Trustee
$606K -$12.9K -250 -2%
GC
1012
Grace Capital
Massachusetts
$605K
SNBOSCI
1013
Security National Bank of Sioux City Iowa
Iowa
$604K
IA
1014
IFG Advisory
Georgia
$602K +$824 +16 +0.1%
PG
1015
Pendal Group
Australia
$601K -$33K -641 -5%
AIC
1016
Archer Investment Corporation
Indiana
$596K
SMC
1017
Smith, Moore & Co
Missouri
$596K +$15.3K +297 +3%
BWL
1018
Bogart Wealth LLC
Virginia
$592K +$13.3K +258 +2%
LWAC
1019
Laurel Wealth Advisors (California)
California
$591K +$2.42K +47 +0.4%
SIG
1020
Sky Investment Group
Connecticut
$590K +$10.3K +200 +2%
VWM
1021
Valley Wealth Managers
New Jersey
$589K -$25.8K -500 -4%
VC
1022
Voit & Company
Wisconsin
$588K -$2.47K -48 -0.4%
BWP
1023
Baldwin Wealth Partners
Massachusetts
$577K
GH
1024
GAM Holding
Switzerland
$576K -$262K -5,091 -32%
PGAM
1025
Princeton Global Asset Management
New Jersey
$575K

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.