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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
VCM
1426
Versant Capital Management
Arizona
$69K -$22.2K -431 -25%
GI
1427
Gradient Investments
Minnesota
$66K +$23.4K +455 +56%
WB
1428
Webster Bank
Connecticut
$65K
SMFS
1429
Squar Milner Financial Services
California
$64K +$62.6K +1,215 New
SLF
1430
Sun Life Financial
Ontario, Canada
$63K -$69.8K -1,354 -53%
BWA
1431
BDO Wealth Advisors
Florida
$63K
AIM
1432
Anchor Investment Management
South Carolina
$62.9K
WCG
1433
Weaver Consulting Group
California
$61K
W
1434
WealthStone
Ohio
$59.9K +$58.9K +1,143 New
BCM
1435
Blume Capital Management
California
$58K
FGAM
1436
Financial Gravity Asset Management
Texas
$56K +$38.9K +755 +236%
HDIM
1437
Hanson & Doremus Investment Management
Vermont
$55K
AIS
1438
Accurate Investment Solutions
Pennsylvania
$52K
CA
1439
Centerpoint Advisors
Massachusetts
$51K
BWM
1440
Baystate Wealth Management
Massachusetts
$50K -$23.5K -457 -33%
HCM
1441
HMS Capital Management
Tennessee
$50K +$49.5K +960 New
KTC
1442
Kistler-Tiffany Companies
Pennsylvania
$49K
WAP
1443
Wealthcare Advisory Partners
Pennsylvania
$47K +$6.59K +128 +17%
AC
1444
Avestar Capital
New York
$46K +$3.61K +70 +8%
SC
1445
Sawyer & Company
Massachusetts
$45K
NPP
1446
New Potomac Partners
Maryland
$41K
EARNEST Partners
1447
EARNEST Partners
Georgia
$40K
GCM
1448
Gables Capital Management
Florida
$39K
ADL
1449
Asset Dedication LLC
California
$38K -$5.2K -101 -12%
GIC
1450
Gantzert Investment Company
Illinois
$37K

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.