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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
FI
1151
FormulaFolio Investments
Michigan
$375K -$6.92K -138 -2%
PP
1152
PDS Planning
Ohio
$375K -$3.31K -66 -0.8%
NNP
1153
Nachman Norwood & Parrott
South Carolina
$374K +$7.52K +150 +2%
NI
1154
Nuance Investments
Missouri
$370K +$125K +2,485 +48%
BOE
1155
Bank of Edwardsville
Illinois
$370K +$385K +7,680 New
CIA
1156
CSat Investment Advisory
Michigan
$368K +$20K +399 +6%
LC
1157
Landaas & Company
Wisconsin
$367K -$227K -4,520 -37%
SBWM
1158
Sunflower Bank Wealth Management
Arizona
$366K
TAIM
1159
TD Ameritrade Investment Management
Nebraska
$366K +$153K +3,054 +67%
ECM
1160
ETrade Capital Management
Virginia
$366K +$380K +7,586 New
QCMC
1161
Quantum Capital Management (California)
California
$365K -$1.05K -21 -0.3%
SP
1162
Symmetry Partners
Connecticut
$364K +$58.9K +1,174 +18%
CBTWT
1163
Community Bank & Trust (Waco, Texas)
Texas
$362K -$3.01K -60 -0.8%
BA
1164
Broadview Advisors
Wisconsin
$361K -$431K -8,600 -53%
CGL
1165
Clarius Group LLC
Washington
$360K +$106K +2,115 +39%
PCMK
1166
Paragon Capital Management (Kansas)
Kansas
$359K
VAG
1167
VisionPoint Advisory Group
Texas
$358K -$13.1K -261 -3%
CIM
1168
CIM Investment Management
Pennsylvania
$358K
VA
1169
Valmark Advisers
Ohio
$355K -$2.06K -41 -0.6%
ACP
1170
Ashfield Capital Partners
California
$353K -$2.36K -47 -0.6%
FAM
1171
Fenimore Asset Management
New York
$353K
BWP
1172
Bernardo Wealth Planning
Pennsylvania
$352K +$6.87K +137 +2%
CAW
1173
Cornerstone Advisors (Washington)
Washington
$351K -$11.5K -230 -3%
GC
1174
Gilbert & Cook
Iowa
$349K +$20.4K +406 +6%
VCM
1175
Vivaldi Capital Management
Illinois
$348K -$23.2K -463 -6%

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.