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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
MFS
1276
Madrona Financial Services
Washington
$254K +$103 +2 +0%
PWAG
1277
Polaris Wealth Advisory Group
California
$253K +$246K +4,770 New
FNFDCM
1278
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$251K
AWA
1279
Arete Wealth Advisors
Illinois
$251K +$24.8K +481 +11%
FWM
1280
Focused Wealth Management
New York
$250K -$45K -874 -15%
CIP
1281
Convergence Investment Partners
Florida
$250K +$1.65K +32 +0.7%
HCP
1282
Holt Capital Partners
Texas
$249K -$12.9K -250 -5%
MWPCG
1283
Measured Wealth Private Client Group
New Hampshire
$249K -$5.67K -110 -2%
GWCM
1284
Godshalk Welsh Capital Management
Pennsylvania
$249K +$12.9K +250 +6%
RA
1285
Rational Advisors
New York
$248K +$53.2K +1,033 +28%
IWC
1286
Integrated Wealth Concepts
Massachusetts
$247K -$9.48K -184 -4%
HTHT
1287
Hemenway Trust Hemenway Trust
New Hampshire
$247K -$8.86K -172 -4%
BFIM
1288
Beese Fulmer Investment Management
Ohio
$247K
BS
1289
Banco Santander
Spain
$246K -$14.7K -285 -6%
KBFS
1290
Kohmann Bosshard Financial Services
Ohio
$243K -$9.02K -175 -4%
LC
1291
Landaas & Company
Wisconsin
$242K -$155K -2,999 -39%
MWM
1292
Mission Wealth Management
California
$242K +$238K +4,624 New
FBFS
1293
First Business Financial Services
Wisconsin
$241K -$48.4K -940 -17%
BWM
1294
BigSur Wealth Management
Florida
$240K
GVAG
1295
Great Valley Advisor Group
Delaware
$240K +$236K +4,587 New
LB
1296
Legacy Bridge
Iowa
$239K
MG
1297
MilWealth Group
Wisconsin
$236K
SWK
1298
Stephen W. Kidder
$236K -$10.3K -200 -4%
AAM
1299
Aureus Asset Management
Massachusetts
$236K
NWP
1300
Northstar Wealth Partners
Connecticut
$236K

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.