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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
GEA
1251
Glen Eagle Advisors
New Jersey
$286K -$72.1K -1,399 -20%
CIA
1252
Capital Investment Advisors
Georgia
$285K -$12.8K -249 -4%
ACA
1253
Atlas Capital Advisors
Wyoming
$281K +$211K +4,100 +327%
CYG
1254
Clean Yield Group
Vermont
$280K +$8.3K +161 +3%
TSS
1255
Two Sigma Securities
New York
$280K +$276K +5,348 New
TCM
1256
Tradewinds Capital Management
Washington
$279K
ACM
1257
Alethea Capital Management
Washington
$278K -$694K -13,466 -72%
KFP
1258
KMG Fiduciary Partners
Ohio
$276K
SFG
1259
Summit Financial Group
West Virginia
$276K
CTA
1260
Chesley Taft & Associates
Illinois
$274K -$51.5K -1,000 -16%
FHA
1261
First Horizon Advisors
Tennessee
$274K +$69.9K +1,356 +35%
GCMG
1262
Gyroscope Capital Management Group
Florida
$272K +$5.15K +100 +2%
HPWM
1263
Highland Private Wealth Management
Washington
$272K +$268K +5,193 New
DLCIG
1264
D.L. Carlson Investment Group
New Hampshire
$271K
EM
1265
Excalibur Management
Massachusetts
$271K
QIM
1266
Quest Investment Management
Oregon
$270K
CSM
1267
CAMG Solamere Management
North Carolina
$268K
TC
1268
Trust Company
Kansas
$267K -$15.5K -300 -6%
RWA
1269
RGT Wealth Advisors
Texas
$267K +$262K +5,090 New
CCM
1270
Cohen Capital Management
California
$262K
CL
1271
CPWM LLC
Washington
$262K
AFC
1272
AFT Forsyth & Company
Florida
$256K
M
1273
MOTCO
Texas
$256K +$26.4K +512 +12%
JIC
1274
Joel Isaacson & Co
New York
$255K -$29.4K -571 -11%
HL
1275
HeadInvest LLC
Maine
$255K +$15.5K +300 +7%

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.