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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
Parallax Volatility Advisers
1376
Parallax Volatility Advisers
California
$165K +$94.5K +1,835 +140%
RIA
1377
Realta Investment Advisors
Delaware
$164K +$104K +2,012 +171%
CCMW
1378
Cypress Capital Management (Wyoming)
Wyoming
$163K
BC
1379
Barnett & Company
Tennessee
$158K -$1.85K -36 -1%
GSWM
1380
Golden State Wealth Management
California
$158K +$16.7K +325 +12%
AssetMark Inc
1381
AssetMark Inc
California
$152K +$51K +990 +52%
LA
1382
Legacy Advisors
Pennsylvania
$150K +$32.9K +639 +29%
GAM
1383
Gemmer Asset Management
California
$149K
TFA
1384
Transamerica Financial Advisors
Florida
$148K +$145K +2,818 New
AAP
1385
Arax Advisory Partners
Colorado
$148K +$146K +2,833 New
CFA
1386
Carroll Financial Associates
North Carolina
$141K -$3.5K -68 -2%
SBL
1387
Sargent Bickham Lagudis
Colorado
$141K
FCB
1388
First Command Bank
Texas
$140K -$3.19K -62 -2%
FCFS
1389
First Command Financial Services
Texas
$140K -$3.19K -62 -2%
ACS
1390
Archford Capital Strategies
Illinois
$135K
PFGIA
1391
Patriot Financial Group Insurance Agency
Massachusetts
$135K +$206 +4 +0.2%
TFS
1392
TrustCore Financial Services
Tennessee
$133K +$101K +1,968 +344%
NIT
1393
NumerixS Investment Technologies
British Columbia, Canada
$131K -$5.87M -113,900 -98%
GSC
1394
G&S Capital
Colorado
$128K
PFC
1395
Phocas Financial Corp
California
$127K +$125K +2,429 New
1IA
1396
1834 Investment Advisors
Wisconsin
$125K
SNT
1397
Security National Trust
West Virginia
$123K
LWM
1398
Lenox Wealth Management
Ohio
$120K +$5.26K +102 +5%
BBA
1399
Braun-Bostich & Associates
Pennsylvania
$115K -$86K -1,669 -43%
LC
1400
Lindbrook Capital
California
$115K +$2.16K +42 +2%

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.