US Bancorp
USB
1,481 hedge funds and large institutions have $55.5B invested in US Bancorp in 2018 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 465 increasing their positions, 625 reducing their positions, and 122 closing their positions.
32% more first-time investments, than exits
New positions opened: 161 | Existing positions closed: 122
4% more funds holding in top 10
Funds holding in top 10: 48 → 50 (+2)
2% more funds holding
Funds holding: 1,454 → 1,481 (+27)
0.66% less ownership
Funds ownership: 76.11% → 75.46% (-0.66%)
3% less call options, than puts
Call options by funds: $311M | Put options by funds: $321M
15% less capital invested
Capital invested by funds: $65.6B → $55.5B (-$10.1B)
26% less repeat investments, than reductions
Existing positions increased: 465 | Existing positions reduced: 625
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$226M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$162M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
+$68.4M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$66.2M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$64.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$600M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$185M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$175M |
| 4 |
State Street
Boston,
Massachusetts
|
-$148M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$136M |
USB Hedge Fund Activity: Q4 2018 in Review
1,481 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q4 2018, worth a combined $55.5B — down 15% from $65.6B a quarter earlier.
Buyers outnumbered sellers: 161 funds opened new USB positions and 122 closed out — a net gain of 39 holders — while 465 added to existing stakes and 625 trimmed.
The largest buyer was Berkshire Hathaway, adding an estimated $226M. The largest seller was T. Rowe Price Associates, cutting an estimated $600M.
- 1,481 institutional investors held US Bancorp (USB) as of Q4 2018, up from 1,454 in Q3 2018.
- Funds reported $55.5B of US Bancorp stock for Q4 2018, down 15% quarter-over-quarter.
- 161 funds opened new US Bancorp positions in Q4 2018 and 122 closed out, a net change of +39 holders.
- The largest US Bancorp buyer in Q4 2018 was Berkshire Hathaway, an estimated $226M added.
- The largest US Bancorp seller in Q4 2018 was T. Rowe Price Associates, an estimated $600M sold.
Based on aggregated 13F filings for Q4 2018.