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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
MBTD
1151
Mechanics Bank - Trust Department
California
$374K +$368K +7,137 New
CC
1152
Cadinha & Co
Hawaii
$373K +$50.8K +985 +16%
W
1153
Wealthquest
Ohio
$371K +$3.61K +70 +1%
BOTW
1154
Bank of the West
California
$370K +$13.2K +256 +4%
MAFM
1155
Mid Atlantic Financial Management
Pennsylvania
$369K -$39.9K -774 -10%
WCF
1156
West Coast Financial
California
$369K -$3.19K -62 -0.9%
KFGK
1157
Keystone Financial Group (Kentucky)
Kentucky
$368K +$19.3K +374 +6%
OC
1158
Oarsman Capital
Wisconsin
$367K -$39.9K -775 -10%
ZCM
1159
Zebra Capital Management
Connecticut
$366K +$8.09K +157 +2%
FPFS
1160
First Personal Financial Services
North Carolina
$366K +$25.7K +499 +8%
BWP
1161
Bernardo Wealth Planning
Pennsylvania
$363K -$19.9K -386 -5%
WI
1162
Wintrust Investments
Illinois
$362K +$356K +6,903 New
BOPW
1163
Brandywine Oak Private Wealth
Pennsylvania
$361K
ACP
1164
Ashfield Capital Partners
California
$360K -$23.5K -456 -6%
ECM
1165
EagleClaw Capital Management
Massachusetts
$358K
LA
1166
LexAurum Advisors
Kansas
$356K
PAM
1167
Peak Asset Management
Colorado
$356K
SBWM
1168
Sunflower Bank Wealth Management
Arizona
$354K -$44.1K -855 -11%
VAG
1169
VisionPoint Advisory Group
Texas
$354K -$35.3K -686 -9%
RWA
1170
Redhawk Wealth Advisors
Minnesota
$353K
FFWA
1171
FRG Family Wealth Advisors
Washington
$351K
PP
1172
PagnatoKarp Partners
Virginia
$350K -$11K -214 -3%
C
1173
Cerebellum
California
$349K +$320K +6,201 +1,372%
AW
1174
Alpha Windward
Massachusetts
$348K +$6.24K +121 +2%
TWA
1175
TCI Wealth Advisors
Arizona
$347K -$1.44K -28 -0.4%

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.