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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
IF
1476
Ironwood Financial
Arizona
$12K
MCM
1477
McMillion Capital Management
North Carolina
$12K +$11.3K +220 New
FNBOSM
1478
First National Bank of South Miami
Florida
$11K -$10.3K -200 -50%
QAM
1479
QCI Asset Management
New York
$11K +$6.44K +125 +162%
EWA
1480
Evolution Wealth Advisors
Florida
$11K +$11K +213 New
HCM
1481
Horrell Capital Management
Arkansas
$10K -$766K -14,866 -99%
FMTCOCP
1482
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K
UB
1483
UMB Bank
Missouri
$9.22K +$175K +3,401 +2%
CAC
1484
Certified Advisory Corp
Florida
$9K +$52 +1 +0.6%
NCM
1485
Next Capital Management
New York
$9K +$8.71K +169 New
FHA
1486
Flagship Harbor Advisors
Massachusetts
$9K +$9.69K +188 New
CIM
1487
Contravisory Investment Management
Massachusetts
$8K -$49.6K -963 -86%
AOWM
1488
Alpha Omega Wealth Management
Virginia
$8K
EIM
1489
Essex Investment Management
Massachusetts
$8K
CFA
1490
Camarda Financial Advisors
Florida
$8K +$4.69K +91 +138%
POIA
1491
Pin Oak Investment Advisors
Texas
$8K +$7.78K +151 New
BL
1492
Balentine LLC
Georgia
$8K +$7.99K +155 New
SIAS
1493
Shine Investment Advisory Services
Colorado
$7K
IAS
1494
IMA Advisory Services
Colorado
$7K +$6.7K +130 New
SQA
1495
Simon Quick Advisors
New Jersey
$6.18K +$6.08K +118 New
GWMIA
1496
Global Wealth Management Investment Advisory
Florida
$6K
CFN
1497
Cordasco Financial Network
Florida
$6K +$5.77K +112 New
WAS
1498
Winch Advisory Services
Wisconsin
$5K -$1.8K -35 -29%
SA
1499
SRH Advisors
Kansas
$5K
SCA
1500
Stuart Chaussee & Associates
California
$5K

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.