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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
CAAS
1176
Capital Asset Advisory Services
Michigan
$347K
CRIG
1177
Charter Research & Investment Group
Connecticut
$346K
CHP
1178
Cable Hill Partners
Oregon
$345K -$130K -2,514 -28%
SFA
1179
Sequoia Financial Advisors
Ohio
$343K -$7.73K -150 -2%
PTC
1180
Provident Trust Company
Wisconsin
$342K
LB
1181
Landmark Bank
Missouri
$341K
VV
1182
Verity & Verity
South Carolina
$341K +$6.75K +131 +2%
SWRP
1183
Summit Wealth & Retirement Planning
California
$340K +$361 +7 +0.1%
AWA
1184
ARS Wealth Advisors
Florida
$340K +$46.3K +898 +16%
CCB
1185
Cutter & Co Brokerage
Missouri
$339K +$74.4K +1,444 +29%
WI
1186
WrapManager Inc
California
$339K +$333K +6,469 New
DK
1187
Darrell & King
Virginia
$338K
GAB
1188
German American Bancorp
Indiana
$338K +$332K +6,450 New
LFAS
1189
Level Four Advisory Services
Texas
$337K +$3.04K +59 +0.9%
WAAG
1190
Wealth Alliance Advisory Group
Kansas
$336K
PCM
1191
Pointe Capital Management
Michigan
$334K
IP
1192
Investment Partners
Ohio
$332K -$16.3K -316 -5%
Cetera Investment Advisers
1193
Cetera Investment Advisers
Illinois
$329K +$53.3K +1,035 +19%
RTC
1194
Riverview Trust Company
Washington
$328K -$6.54K -127 -2%
SVWAG
1195
Sound View Wealth Advisors Group
Georgia
$328K +$323K +6,262 New
MCM
1196
Manchester Capital Management
Vermont
$327K
BCM
1197
BTR Capital Management
California
$326K -$91.5K -1,775 -22%
FRA
1198
Front Row Advisors
California
$321K
MSR
1199
Main Street Research
Connecticut
$321K +$72.1K +1,400 +30%
HS
1200
Horan Securities
United States
$320K +$59.6K +1,157 +23%

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.