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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
MPAM
1176
Murphy Pohlad Asset Management
Minnesota
$348K
TI
1177
Truehand Inc
New Hampshire
$347K
BSA
1178
Braun Stacey Associates
New York
$346K +$501 +10 +0.1%
MA
1179
MCF Advisors
Kentucky
$344K -$22.3K -445 -6%
BCCM
1180
Bridge Creek Capital Management
Massachusetts
$344K +$358K +7,144 New
LIA
1181
LBMC Investment Advisors
Tennessee
$343K -$3.71K -74 -1%
WCF
1182
West Coast Financial
California
$342K +$3.11K +62 +0.9%
PFS
1183
Prospera Financial Services
Texas
$342K +$44.3K +883 +15%
SAM
1184
Shamrock Asset Management
Texas
$340K -$1.4K -28 -0.4%
W
1185
Wealthquest
Ohio
$338K
JA
1186
JOYN Advisors
Georgia
$337K +$150 +3 +0%
MPPLM
1187
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$337K +$25.4K +507 +8%
WAAG
1188
Wealth Alliance Advisory Group
Kansas
$333K -$158K -3,146 -33%
PP
1189
PagnatoKarp Partners
Virginia
$332K -$5.47K -109 -2%
BOPW
1190
Brandywine Oak Private Wealth
Pennsylvania
$332K
ECM
1191
EagleClaw Capital Management
Massachusetts
$332K +$10K +200 +3%
GEA
1192
Glen Eagle Advisors
New Jersey
$330K
HCM
1193
HM Capital Management
Missouri
$330K
ZCM
1194
Zebra Capital Management
Connecticut
$329K -$101K -2,015 -23%
PAM
1195
Peak Asset Management
Colorado
$328K
BOTW
1196
Bank of the West
California
$328K +$7.52K +150 +2%
LA
1197
LexAurum Advisors
Kansas
$327K
RWA
1198
Redhawk Wealth Advisors
Minnesota
$325K
AAS
1199
Annex Advisory Services
Wisconsin
$324K +$27.6K +551 +9%
FFWA
1200
FRG Family Wealth Advisors
Washington
$323K

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.