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
EWM
1076
Evermay Wealth Management
Virginia
$475K -$60.1K -1,166 -11%
CS
1077
Comerica Securities
Michigan
$472K -$6.7K -130 -1%
TFS
1078
Thoroughbred Financial Services
Tennessee
$470K +$8.91K +173 +2%
PCG
1079
Private Capital Group
Connecticut
$469K -$98.7K -1,915 -17%
AMG
1080
Advisors Management Group
Wisconsin
$466K
Verition Fund Management
1081
Verition Fund Management
Connecticut
$465K -$3.81K -74 -0.8%
SBIA
1082
Sheaff Brock Investment Advisors
Indiana
$465K
TA
1083
Tiedemann Advisors
New York
$462K -$1.09M -21,121 -71%
FIB
1084
First Interstate Bank
Montana
$462K -$35.5K -689 -7%
TF
1085
Tompkins Financial
New York
$460K -$115K -2,234 -20%
CA
1086
Clearstead Advisors
Ohio
$459K -$34.3K -665 -7%
JCM
1087
Jag Capital Management
Missouri
$459K +$2.78K +54 +0.6%
RP
1088
Riverbridge Partners
Minnesota
$453K
SCA
1089
Snowden Capital Advisors
New York
$451K -$32.5K -631 -7%
DWM
1090
Doyle Wealth Management
Florida
$450K +$1.91K +37 +0.4%
WIA
1091
World Investment Advisors
California
$448K +$16.8M +326,623 New
TAIM
1092
TD Ameritrade Investment Management
Nebraska
$445K +$46.6K +904 +12%
CA
1093
Cambridge Advisors
Nebraska
$443K
KPCM
1094
Kings Point Capital Management
New York
$442K
LWANC
1095
Laurel Wealth Advisors (North Carolina)
North Carolina
$441K -$3.97K -77 -0.9%
TCM
1096
Tributary Capital Management
Nebraska
$440K -$15.5K -300 -3%
PP
1097
PDS Planning
Ohio
$440K +$30.9K +599 +8%
BAM
1098
Baldrige Asset Management
Pennsylvania
$440K +$183K +3,558 +74%
BDF
1099
Balasa Dinverno & Foltz
$436K
CC
1100
Chicago Capital
Illinois
$436K +$169K +3,272 +65%

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.