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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
WC
1326
Westhampton Capital
North Carolina
$220K +$217K +4,206 New
MPW
1327
MA Private Wealth
California
$219K
UWPG
1328
Ullmann Wealth Partners Group
Florida
$219K
FMB
1329
Field & Main Bank
Kentucky
$219K +$5.15K +100 +2%
FNT
1330
First National Trust
Pennsylvania
$218K -$9.07K -176 -4%
HKAM
1331
Horizon Kinetics Asset Management
New York
$218K
FWP
1332
FAS Wealth Partners
Kansas
$218K +$215K +4,164 New
LC
1333
Lincoln Capital
Nebraska
$217K -$1.55K -30 -0.7%
LWM
1334
Liberty Wealth Management
California
$217K +$69.4K +1,346 +48%
FNBSF
1335
First National Bank Sioux Falls
South Dakota
$217K +$214K +4,145 New
RE
1336
RBC Europe
United Kingdom
$216K +$16.8K +327 +9%
PAMG
1337
Patton Albertson Miller Group
Tennessee
$215K +$210K +4,079 New
VST
1338
Van Strum & Towne
California
$214K +$210K +4,084 New
CBT
1339
Capital Bank & Trust
California
$213K
NB
1340
Nicolet Bankshares
Wisconsin
$213K +$209K +4,062 New
ECG
1341
Edge Capital Group
Georgia
$213K +$210K +4,068 New
LOAMS
1342
Lombard Odier Asset Management (Switzerland)
Switzerland
$212K +$208K +4,040 New
FWM
1343
Fairhaven Wealth Management
Illinois
$211K +$207K +4,023 New
BCM
1344
Breiter Capital Management
Florida
$211K +$208K +4,033 New
P
1345
&Partners
Tennessee
$210K +$206K +4,000 New
WCA
1346
Westover Capital Advisors
Delaware
$210K +$206K +4,000 New
BW
1347
Bison Wealth
Georgia
$210K +$207K +4,010 New
PMFA
1348
Plante Moran Financial Advisors
Michigan
$209K
TIA
1349
Tiemann Investment Advisors
California
$209K +$206K +3,990 New
LDFR
1350
Lehman & Derafelo Financial Resources
Pennsylvania
$207K -$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.