We are live on ! Find out more
USB icon

US Bancorp

1,142 hedge funds and large institutions have $56.2B invested in US Bancorp in 2015 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 393 increasing their positions, 460 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $162M | Put options by funds: $132M

15% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 65

0% less funds holding

Funds holding: 1,1461,142 (-4)

5% less capital invested

Capital invested by funds: $59B → $56.2B (-$2.8B)

1.18% less ownership

Funds ownership: 73.64%72.47% (-1.2%)

10% less funds holding in top 10

Funds holding in top 10: 6760 (-7)

15% less repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 460

Holders
1,142
Holders Change
-4
Holders Change %
-0.35%
% of All Funds
30.43%
Holding in Top 10
60
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.45%
% of All Funds
1.6%
New
75
Increased
393
Reduced
460
Closed
65
Calls
$162M
Puts
$132M
Net Calls
+$29.7M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
851
Maryland Capital Management
Maryland
$492K +$49.7K +1,135 +11%
MIP
852
Marietta Investment Partners
Wisconsin
$491K
AB
853
Atlas Brown
Kentucky
$488K +$44 +1 +0%
ONB
854
Old National Bancorp
Indiana
$487K +$657 +15 +0.1%
WCM
855
Weik Capital Management
Pennsylvania
$483K
FMWA
856
Forvis Mazars Wealth Advisors
Missouri
$482K +$48.5K +1,107 +11%
TCM
857
Tributary Capital Management
Nebraska
$480K +$482K +11,000 New
SC
858
Savant Capital
Illinois
$471K +$8.54K +195 +2%
BP
859
Ballentine Partners
Massachusetts
$466K +$27.1K +619 +6%
NAMA
860
Nikko Asset Management Americas
New York
$464K
TF
861
Tompkins Financial
New York
$464K
Walleye Trading
862
Walleye Trading
New York
$456K -$70.9K -1,618 -13%
VFS
863
VSR Financial Services
Kansas
$454K -$9.02K -206 -2%
IC
864
InterOcean Capital
Illinois
$448K
PGIM
865
Pacific Global Investment Management
California
$447K +$350 +8 +0.1%
DCM
866
Driehaus Capital Management
Illinois
$447K +$448K +10,236 New
AI
867
Accredited Investors
Minnesota
$446K +$249K +5,685 +126%
TNBTD
868
Trustmark National Bank Trust Department
Mississippi
$445K
GP
869
Girard Partners
Pennsylvania
$445K +$91K +2,078 +26%
CCM
870
Catawba Capital Management
Virginia
$444K -$4.38K -100 -1%
BWP
871
Baldwin Wealth Partners
Massachusetts
$443K +$6.57K +150 +2%
AT
872
Acadia Trust
Maine
$436K +$526 +12 +0.1%
CIC
873
Cornercap Investment Counsel
Georgia
$435K +$17.6K +401 +4%
SWK
874
Stephen W. Kidder
$430K
DAC
875
Dividend Assets Capital
South Carolina
$428K -$4.38K -100 -1%

USB Hedge Fund Activity: Q1 2015 in Review

1,142 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q1 2015, worth a combined $56.2B — down 4.7% from $59B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new USB positions and 65 closed out — a net gain of 10 holders — while 393 added to existing stakes and 460 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $161M. The largest seller was Magellan Asset Management, exiting entirely with an estimated $228M sold.

  • 1,142 institutional investors held US Bancorp (USB) as of Q1 2015, down from 1,146 in Q4 2014.
  • Funds reported $56.2B of US Bancorp stock for Q1 2015, down 4.7% quarter-over-quarter.
  • 75 funds opened new US Bancorp positions in Q1 2015 and 65 closed out, a net change of +10 holders.
  • The largest US Bancorp buyer in Q1 2015 was Berkshire Hathaway, an estimated $161M added.
  • The largest US Bancorp seller in Q1 2015 was Magellan Asset Management, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2015.