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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
SFWA
1226
Summit Financial Wealth Advisors
Louisiana
$298K +$20.9K +406 +8%
HPC
1227
HM Payson & Co
Maine
$298K +$293K +5,681 New
BFG
1228
Beacon Financial Group
Texas
$297K -$20.6K -400 -7%
PPCM
1229
Pillar Pacific Capital Management
California
$297K +$23.3K +453 +9%
DFA
1230
Delta Financial Advisors
Louisiana
$297K +$292K +5,661 New
BG
1231
Bellevue Group
Switzerland
$297K +$292K +5,662 New
YWP
1232
YorkBridge Wealth Partners
New York
$295K -$219K -4,258 -43%
WC
1233
Whitnell & Co
Illinois
$295K -$2.06K -40 -0.7%
NFC
1234
Northeast Financial Consultants
Connecticut
$295K
PFM
1235
Parsec Financial Management
North Carolina
$295K
CPC
1236
Congress Park Capital
New York
$293K
FIM
1237
Fruth Investment Management
Texas
$293K
PIM
1238
Progressive Investment Management
Oregon
$293K
UCI
1239
Uncommon Cents Investing
Wisconsin
$293K
BAM
1240
Belpointe Asset Management
Nevada
$292K -$42.5K -825 -13%
UBV
1241
United Bank (Virginia)
Virginia
$292K -$40.7K -790 -12%
BCM
1242
Brookstone Capital Management
Illinois
$292K -$11.3K -219 -4%
FWCM
1243
First Western Capital Management
California
$292K -$3.04K -59 -1%
SBSB
1244
Sullivan, Bruyette, Speros & Blaney
Virginia
$292K +$1.13K +22 +0.4%
S
1245
SignatureFD
Georgia
$292K +$2.06K +40 +0.7%
TMAM
1246
Tokio Marine Asset Management
Japan
$291K +$21K +407 +8%
WA
1247
WESPAC Advisors
California
$289K
OC
1248
Oakworth Capital
Alabama
$289K +$9.12K +177 +3%
GFS
1249
GYL Financial Synergies
Connecticut
$287K
ODCM
1250
Old Dominion Capital Management
Virginia
$287K

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.