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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
CA
1126
Cambridge Advisors
Nebraska
$407K
KPCM
1127
Kings Point Capital Management
New York
$406K
AF
1128
Alerus Financial
North Dakota
$402K -$97.4K -1,942 -19%
BDF
1129
Balasa Dinverno & Foltz
$401K -$17.6K -351 -4%
VWA
1130
V Wealth Advisors
Kansas
$400K +$13.3K +265 +4%
NAS
1131
Nicolet Advisory Services
Wisconsin
$398K +$415K +8,267 New
NQWM
1132
Northwest Quadrant Wealth Management
Oregon
$397K -$10K -200 -2%
EAMA
1133
EFG Asset Management (Americas)
Florida
$397K +$3.11K +62 +0.8%
TC
1134
Telemus Capital
Michigan
$397K +$13.5K +270 +3%
SXL
1135
Summit X LLC
Missouri
$397K +$38.1K +759 +10%
BSPF
1136
British Steel Pension Fund
United Kingdom
$394K -$43.3K -863 -10%
DAM
1137
Delta Asset Management
Tennessee
$394K +$218K +4,350 +114%
HI
1138
Human Investing
Oregon
$393K -$50.1K -999 -11%
HR
1139
Hardy Reed
Mississippi
$391K -$3.76K -75 -0.9%
WPW
1140
Waldron Private Wealth
Pennsylvania
$391K +$405K +8,066 New
JWM
1141
Janiczek Wealth Management
Colorado
$389K -$26.3K -525 -6%
SMG
1142
Spectrum Management Group
Indiana
$387K -$5.01K -100 -1%
BCM
1143
BTR Capital Management
California
$386K -$93.6K -1,866 -19%
LA
1144
Lau Associates
Delaware
$386K
PFBT
1145
Parkside Financial Bank & Trust
Missouri
$386K +$17.6K +350 +5%
PL
1146
Perpetual Ltd
Australia
$384K
DIA
1147
Davidson Investment Advisors
Montana
$383K +$17.6K +350 +5%
CIP
1148
Capital Insight Partners
Arizona
$379K -$4.71K -94 -1%
MAFM
1149
Mid Atlantic Financial Management
Pennsylvania
$377K -$32.7K -652 -8%
OC
1150
Oarsman Capital
Wisconsin
$375K -$40.1K -800 -9%

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.