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USB.PRM

U.S. Bancorp Depositary Shares, each representing 1/1000th interest in a share of Series F Non-Cumul

Delisted

USB.PRM was delisted on the 14th of January, 2022.

6 hedge funds and large institutions have $6.13M invested in U.S. Bancorp Depositary Shares, each representing 1/1000th interest in a share of Series F Non-Cumul in 2018 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

23% less capital invested

Capital invested by funds: $7.93M → $6.13M (-$1.8M)

25% less funds holding

Funds holding: 86 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
6
Holders Change
-2
Holders Change %
-25%
% of All Funds
0.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
3
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
Roosevelt Investment Group
New York
$4.37M +$944K +33,900 +27%
KIA
2
KCM Investment Advisors
California
$943K -$98.8K -3,547 -9%
PTC
3
Private Trust Company
Ohio
$455K -$55.7K -2,000 -11%
SIM
4
Sonora Investment Management
Arizona
$328K +$252K +9,040 +322%
AA
5
AlphaMark Advisors
Kentucky
$33K +$6.66K +239 +25%
ARMC
6
American Research & Management Company
Massachusetts
-$2.31M -82,875 Closed
PPA
7
Parametric Portfolio Associates
Washington
-$487K -17,423 Closed

USB.PRM Hedge Fund Activity: Q2 2018 in Review

6 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in U.S. Bancorp Depositary Shares, each representing 1/1000th interest in a share of Series F Non-Cumul (USB.PRM) for Q2 2018, worth a combined $6.13M — down 23% from $7.93M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of USB.PRM and 0 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 3 added.

The largest buyer was Roosevelt Investment Group, adding an estimated $944K. The largest seller was American Research & Management Company, exiting entirely with an estimated $2.31M sold.

  • 6 institutional investors held U.S. Bancorp Depositary Shares, each representing 1/1000th interest in a share of Series F Non-Cumul (USB.PRM) as of Q2 2018, down from 8 in Q1 2018.
  • Funds reported $6.13M of U.S. Bancorp Depositary Shares, each representing 1/1000th interest in a share of Series F Non-Cumul stock for Q2 2018, down 23% quarter-over-quarter.
  • 0 funds opened new U.S. Bancorp Depositary Shares, each representing 1/1000th interest in a share of Series F Non-Cumul positions in Q2 2018 and 2 closed out, a net change of -2 holders.
  • The largest U.S. Bancorp Depositary Shares, each representing 1/1000th interest in a share of Series F Non-Cumul buyer in Q2 2018 was Roosevelt Investment Group, an estimated $944K added.
  • The largest U.S. Bancorp Depositary Shares, each representing 1/1000th interest in a share of Series F Non-Cumul seller in Q2 2018 was American Research & Management Company, an estimated $2.31M sold.

Based on aggregated 13F filings for Q2 2018.