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US Bancorp

1,459 hedge funds and large institutions have $62.1B invested in US Bancorp in 2018 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 533 increasing their positions, 599 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $307M | Put options by funds: $217M

16% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 90

0.33% more ownership

Funds ownership: 74.14%74.47% (+0.33%)

0% less funds holding

Funds holding: 1,4621,459 (-3)

6% less capital invested

Capital invested by funds: $65.9B → $62.1B (-$3.83B)

11% less repeat investments, than reductions

Existing positions increased: 533 | Existing positions reduced: 599

17% less funds holding in top 10

Funds holding in top 10: 6554 (-11)

Holders
1,459
Holders Change
-3
Holders Change %
-0.21%
% of All Funds
33.44%
Holding in Top 10
54
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.92%
% of All Funds
1.24%
New
104
Increased
533
Reduced
599
Closed
90
Calls
$307M
Puts
$217M
Net Calls
+$89.5M
Net Calls Change
+$41.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
276
Landmark Financial Advisors
Kentucky
$13.7M -$56.3K -1,029 -0.4%
CA
277
Commerzbank Aktiengesellschaft
Germany
$13.6M +$463K +8,460 +3%
BTS
278
BB&T Securities
Virginia
$13.6M +$718K +13,134 +5%
BF
279
BOK Financial
Oklahoma
$13.5M +$383K +6,997 +3%
PAM
280
Palisade Asset Management
Minnesota
$13.5M +$7.86M +143,705 +116%
PR
281
Payden & Rygel
California
$13.5M
IC
282
Inverness Counsel
New York
$13.5M -$8.6M -157,261 -37%
TAM
283
Taurus Asset Management
New York
$13.4M -$54.4K -995 -0.4%
PAS
284
Professional Advisory Services
Florida
$13.4M -$126K -2,309 -0.9%
Nomura Asset Management
285
Nomura Asset Management
Japan
$13.3M +$395K +7,212 +3%
TU
286
TDAM USA
Ontario, Canada
$13.3M +$190K +3,480 +1%
MSV
287
MN Services Vermogensbeheer
Netherlands
$13.2M +$43.8K +800 +0.3%
ELC
288
Edgar Lomax Company
Virginia
$13.2M -$17.1M -313,125 -55%
Commonwealth Equity Services
289
Commonwealth Equity Services
Massachusetts
$13.1M +$943K +17,236 +7%
MIFH
290
Migdal Insurance & Financial Holdings
Israel
$13.1M -$16.2M -296,143 -54%
LPL Financial
291
LPL Financial
California
$13M +$255K +4,654 +2%
GHA
292
GW Henssler & Associates
Georgia
$13M -$24.1K -441 -0.2%
SBWIC
293
Schaper Benz & Wise Investment Counsel
Wisconsin
$12.9M +$233K +4,265 +2%
IC
294
InterOcean Capital
Illinois
$12.8M +$2.52M +46,081 +22%
MA
295
MUFG Americas
New York
$12.8M -$1.64M -29,998 -11%
ZIG
296
Zurich Insurance Group
Switzerland
$12.7M +$230K +4,207 +2%
NIM
297
Northeast Investment Management
Massachusetts
$12.5M -$180K -3,287 -1%
BIAS
298
Beacon Investment Advisory Services
New Jersey
$12.5M +$538K +9,837 +4%
BPB
299
Badgley, Phelps & Bell
Washington
$12.5M +$524K +9,587 +4%
PG
300
Pendal Group
Australia
$12.4M +$12.5M +227,708 +1,247%

USB Hedge Fund Activity: Q1 2018 in Review

1,459 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q1 2018, worth a combined $62.1B — down 5.8% from $65.9B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new USB positions and 90 closed out — a net gain of 14 holders — while 533 added to existing stakes and 599 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $207M. The largest seller was Fidelity Investments, cutting an estimated $362M.

  • 1,459 institutional investors held US Bancorp (USB) as of Q1 2018, down from 1,462 in Q4 2017.
  • Funds reported $62.1B of US Bancorp stock for Q1 2018, down 5.8% quarter-over-quarter.
  • 104 funds opened new US Bancorp positions in Q1 2018 and 90 closed out, a net change of +14 holders.
  • The largest US Bancorp buyer in Q1 2018 was Berkshire Hathaway, an estimated $207M added.
  • The largest US Bancorp seller in Q1 2018 was Fidelity Investments, an estimated $362M sold.

Based on aggregated 13F filings for Q1 2018.