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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
SSB
1226
Sandy Spring Bank
Maryland
$296K +$6.07K +121 +2%
CC
1227
Cadinha & Co
Hawaii
$296K +$27.8K +555 +10%
FRA
1228
Front Row Advisors
California
$295K
RI
1229
Ridgewood Investments
New Jersey
$295K +$74.3K +1,482 +32%
FCBT
1230
First Citizens Bank & Trust
North Carolina
$294K -$64K -1,277 -17%
ODCM
1231
Old Dominion Capital Management
Virginia
$292K
SVWA
1232
Sound View Wealth Advisors
Georgia
$291K -$2.51K -50 -0.8%
MLFP
1233
MPS Loria Financial Planners
Illinois
$290K
CCT
1234
Chemung Canal Trust
New York
$289K +$301K +6,000 New
AW
1235
Alpha Windward
Massachusetts
$288K +$1K +20 +0.3%
DWM
1236
Dakota Wealth Management
Florida
$288K +$301K +6,011 New
KA
1237
Kovack Advisors
Florida
$285K -$24.7K -492 -8%
SS
1238
Sunbelt Securities
Texas
$284K +$15.5K +310 +6%
HIM
1239
Hotaling Investment Management
Pennsylvania
$282K -$18.1K -360 -6%
PFA
1240
Pure Financial Advisors
California
$282K -$853 -17 -0.3%
BCM
1241
Brookstone Capital Management
Illinois
$279K +$55.4K +1,105 +24%
RBFC
1242
Roman Butler Fullerton & Co
Missouri
$279K +$291K +5,795 New
IP
1243
Isthmus Partners
Wisconsin
$278K -$466K -9,287 -66%
MJRIC
1244
Mogy Joel R Investment Counsel
California
$278K -$40.1K -800 -12%
PLFAM
1245
Pineno Levin & Ford Asset Management
Virginia
$277K
MIC
1246
Meridian Investment Counsel
California
$275K
HI
1247
Hendershot Investments
Virginia
$275K +$286K +5,700 New
CIA
1248
Capital Investment Advisors
Georgia
$274K -$14.7K -293 -5%
VC
1249
Vicus Capital
Pennsylvania
$273K -$57.2K -1,141 -17%
WC
1250
Whitnell & Co
Illinois
$273K

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.