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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
UR
1351
USCA RIA
Texas
$206K +$202K +3,922 New
WAM
1352
Weiss Asset Management
Massachusetts
$206K +$202K +3,930 New
IWM
1353
IHT Wealth Management
Illinois
$206K +$203K +3,936 New
BRC
1354
Bell Rock Capital
Delaware
$205K +$68.4K +1,327 +51%
WP
1355
WMS Partners
Maryland
$205K +$202K +3,915 New
PWP
1356
Principle Wealth Partners
Connecticut
$205K +$202K +3,920 New
BSPF
1357
British Steel Pension Fund
United Kingdom
$204K -$220K -4,267 -52%
ACM
1358
AlphaStar Capital Management
North Carolina
$204K -$89.1K -1,729 -31%
WA
1359
Waverly Advisors
Alabama
$204K +$201K +3,893 New
RA
1360
RFG Advisory
Alabama
$204K +$201K +3,905 New
DI
1361
DAGCO Inc
Ohio
$203K +$200K +3,876 New
PCA
1362
Personal Capital Advisors
California
$202K -$82.3K -1,598 -29%
DT
1363
Diversified Trust
Tennessee
$201K +$198K +3,840 New
CAM
1364
Cozad Asset Management
Illinois
$200K +$197K +3,823 New
APW
1365
Acima Private Wealth
Virginia
$199K
AWM
1366
Avior Wealth Management
Nebraska
$198K +$2.32K +45 +1%
DWA
1367
Dougherty Wealth Advisers
Minnesota
$196K +$146K +2,832 +313%
HCM
1368
Highlander Capital Management
New Jersey
$194K -$41.2K -800 -18%
PO
1369
Private Ocean
California
$192K
TNBTD
1370
Trustmark National Bank Trust Department
Mississippi
$188K -$151K -2,932 -45%
PCP
1371
Proficio Capital Partners
Massachusetts
$187K +$65.3K +1,267 +55%
HI
1372
Hudock Inc
Pennsylvania
$174K +$1.19K +23 +0.7%
ATC
1373
Adirondack Trust Company
New York
$172K
BAMG
1374
Brand Asset Management Group
Missouri
$171K +$49.7K +964 +42%
ZB
1375
Zions Bancorporation
Utah
$169K -$54.2K -1,052 -25%

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.