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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
TCOT
1051
Trust Company of Toledo
Ohio
$528K +$9.28K +180 +2%
MWC
1052
MBM Wealth Consultants
Missouri
$525K +$71.2K +1,381 +16%
JCM
1053
Jacobi Capital Management
Pennsylvania
$518K +$372K +7,213 +280%
SIM
1054
Sadoff Investment Management
Wisconsin
$517K -$69.8K -1,354 -12%
MA
1055
MCF Advisors
Kentucky
$515K +$138K +2,687 +38%
HCM
1056
HM Capital Management
Missouri
$515K +$154K +2,995 +44%
CBT
1057
Central Bank & Trust
Kentucky
$514K +$6.54K +127 +1%
BIA
1058
Bigelow Investment Advisors
Maine
$509K -$12.9K -250 -3%
TCM
1059
Teza Capital Management
Illinois
$507K -$316K -6,136 -39%
MCI
1060
McDonald Capital Investors
California
$506K
IB
1061
Intrust Bank
Kansas
$502K -$79.1K -1,535 -14%
SP
1062
Symmetry Partners
Connecticut
$502K +$105K +2,040 +27%
CS
1063
Cannell & Spears
New York
$501K +$46.4K +900 +10%
BB
1064
Bell Bank
North Dakota
$496K -$9.58K -186 -2%
MAA
1065
Mraz Amerine & Associates
California
$496K
LSPW
1066
Lake Street Private Wealth
Illinois
$495K -$142K -2,750 -23%
WPA
1067
West Paces Advisors
Georgia
$491K +$27.6K +536 +6%
FPS
1068
Fieldpoint Private Securities
Connecticut
$490K
BHWM
1069
Bar Harbor Wealth Management
New Hampshire
$488K -$276K -5,361 -37%
Fayez Sarofim & Co
1070
Fayez Sarofim & Co
Texas
$488K -$84.2K -1,634 -15%
WFMPM
1071
Woodley Farra Manion Portfolio Management
Indiana
$480K -$73.4K -1,425 -13%
MIM
1072
Marco Investment Management
Georgia
$480K -$1.34K -26 -0.3%
CPA
1073
Clear Perspective Advisors
Illinois
$479K +$2.06K +40 +0.4%
VWA
1074
V Wealth Advisors
Kansas
$478K +$68.9K +1,337 +17%
OSAM
1075
O'Shaughnessy Asset Management
Connecticut
$476K -$38.6K -749 -8%

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.