We are live on ! Find out more
USB icon

US Bancorp

1,443 hedge funds and large institutions have $61.7B invested in US Bancorp in 2018 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 540 increasing their positions, 551 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $404M | Put options by funds: $222M

0.67% more ownership

Funds ownership: 74.47%75.15% (+0.67%)

1% less capital invested

Capital invested by funds: $62.1B → $61.7B (-$413M)

2% less repeat investments, than reductions

Existing positions increased: 540 | Existing positions reduced: 551

7% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 98

1% less funds holding

Funds holding: 1,4601,443 (-17)

9% less funds holding in top 10

Funds holding in top 10: 5449 (-5)

Holders
1,443
Holders Change
-17
Holders Change %
-1.16%
% of All Funds
33.03%
Holding in Top 10
49
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.26%
% of All Funds
1.12%
New
91
Increased
540
Reduced
551
Closed
98
Calls
$404M
Puts
$222M
Net Calls
+$182M
Net Calls Change
+$92.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
426
CS McKee
Pennsylvania
$5.49M -$1.13M -22,330 -17%
SMDAM
427
Sumitomo Mitsui DS Asset Management
Japan
$5.47M -$291K -5,742 -5%
YIA
428
YHB Investment Advisors
Connecticut
$5.42M +$120K +2,367 +2%
AMI
429
Amica Mutual Insurance
Rhode Island
$5.42M
RBA
430
Richard Bernstein Advisors
New York
$5.41M -$2.77M -54,641 -34%
MPWT
431
MassMutual Private Wealth & Trust
Connecticut
$5.41M -$1.83M -36,155 -25%
Cambridge Investment Research Advisors
432
Cambridge Investment Research Advisors
Iowa
$5.39M +$468K +9,220 +9%
FWCM
433
Ferguson Wellman Capital Management
Oregon
$5.37M -$288K -5,684 -5%
EWM
434
Evercore Wealth Management
New York
$5.34M -$37.1K -731 -0.7%
PGFC
435
Peapack-Gladstone Financial Corp
New Jersey
$5.34M -$1.21M -23,869 -18%
PAI
436
Pittenger & Anderson Inc
Nebraska
$5.32M -$50.9K -1,004 -0.9%
Fisher Asset Management
437
Fisher Asset Management
Washington
$5.31M -$97.9K -1,929 -2%
EFS
438
Essex Financial Services
Connecticut
$5.3M +$38.1K +751 +0.7%
SFS
439
Strategic Financial Services
New York
$5.3M +$85.4K +1,683 +2%
NEI
440
Northwest & Ethical Investments
Ontario, Canada
$5.29M -$391K -7,711 -7%
SIM
441
Sentry Investment Management
Wisconsin
$5.28M -$593K -11,688 -10%
SC
442
Spindletop Capital
New York
$5.25M
SCM
443
Shelton Capital Management
Colorado
$5.24M -$105K -2,072 -2%
NWM
444
Northwest Wealth Management
Iowa
$5.22M -$27K -533 -0.5%
PP
445
Paloma Partners
Connecticut
$5.18M +$4.18M +82,301 +386%
CIM
446
Corda Investment Management
Texas
$5.13M +$5.21M +102,675 New
FNT
447
First Nebraska Trust
Nebraska
$5.08M -$14.1M -277,061 -73%
SCA
448
Stonebridge Capital Advisors
Minnesota
$5.04M +$181K +3,559 +4%
Dodge & Cox
449
Dodge & Cox
California
$5.01M -$279K -5,492 -5%
AIP
450
Ameritas Investment Partners
Nebraska
$5M -$195K -3,849 -4%

USB Hedge Fund Activity: Q2 2018 in Review

1,443 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q2 2018, worth a combined $61.7B — down 0.67% from $62.1B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of USB and 91 opened new positions — a net loss of 7 holders — while 551 trimmed existing stakes and 540 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $964M. The largest seller was Fidelity Investments, cutting an estimated $921M.

  • 1,443 institutional investors held US Bancorp (USB) as of Q2 2018, down from 1,460 in Q1 2018.
  • Funds reported $61.7B of US Bancorp stock for Q2 2018, down 0.67% quarter-over-quarter.
  • 91 funds opened new US Bancorp positions in Q2 2018 and 98 closed out, a net change of -7 holders.
  • The largest US Bancorp buyer in Q2 2018 was Barrow, Hanley, Mewhinney & Strauss, an estimated $964M added.
  • The largest US Bancorp seller in Q2 2018 was Fidelity Investments, an estimated $921M sold.

Based on aggregated 13F filings for Q2 2018.