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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
EWA
1026
EP Wealth Advisors
California
$583K +$4.41K +88 +0.7%
GFA
1027
Gifford Fong Associates
California
$578K
SOAMC
1028
Spirit of America Management Corp
New York
$578K
TB
1029
Terril Brothers
Missouri
$577K
LDB
1030
Lee, Danner & Bass
Tennessee
$573K -$2.51K -50 -0.4%
CWM
1031
Cordatus Wealth Management
Pennsylvania
$572K +$87.6K +1,747 +17%
LJHT
1032
Laurie J. Hall Trustee
$570K +$40.6K +810 +7%
BFC
1033
Bedel Financial Consulting
Indiana
$569K
AW
1034
ACG Wealth
Georgia
$569K +$8.93K +178 +2%
ET
1035
Equitable Trust
Tennessee
$568K -$112K -2,232 -16%
BWA
1036
Burt Wealth Advisors
Maryland
$567K -$752 -15 -0.1%
VWM
1037
Valley Wealth Managers
New Jersey
$566K -$282K -5,625 -32%
GC
1038
Grace Capital
Massachusetts
$557K -$109K -2,180 -16%
SNBOSCI
1039
Security National Bank of Sioux City Iowa
Iowa
$556K
IA
1040
IFG Advisory
Georgia
$553K -$5.42K -108 -0.9%
DIM
1041
DC Investments Management
Virginia
$552K
SMC
1042
Smith, Moore & Co
Missouri
$548K -$33.2K -663 -6%
AIC
1043
Archer Investment Corporation
Indiana
$548K +$17K +339 +3%
BST
1044
Bath Savings Trust
Maine
$546K +$13.8K +275 +2%
PCG
1045
Private Capital Group
Connecticut
$546K +$62.5K +1,246 +12%
FCA
1046
FLC Capital Advisors
California
$545K +$159K +3,161 +39%
HT
1047
HighTower Trust
Texas
$543K -$10K -200 -2%
VC
1048
Voit & Company
Wisconsin
$543K +$100 +2 +0%
LWAC
1049
Laurel Wealth Advisors (California)
California
$541K +$44.5K +888 +9%
SIM
1050
Sadoff Investment Management
Wisconsin
$541K +$94K +1,875 +20%

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.