We are live on ! Find out more
USB icon

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
MFW
876
Mosaic Family Wealth
Missouri
$969K -$99.3K -1,816 -9%
VFM
877
Viking Fund Management
North Dakota
$960K
PJSIMP
878
P.J. Schmidt Investment Management (PJS)
Wisconsin
$960K +$83K +1,518 +9%
CSM
879
CAMG Solamere Management
North Carolina
$959K -$23.5K -430 -2%
PAA
880
Peregrine Asset Advisers
Oregon
$957K -$16.4K -300 -2%
WMG
881
WESCAP Management Group
California
$957K +$1.04M +18,954 New
MCTIC
882
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$949K -$2.32M -42,427 -69%
NDSI
883
Newman Dignan & Sheerar Inc
Rhode Island
$943K -$19.1K -350 -2%
AB
884
AT Bancorp
Iowa
$941K +$27.7K +506 +3%
MAM
885
Meeder Asset Management
Ohio
$941K +$911K +16,644 +837%
CCT
886
Country Club Trust
Missouri
$940K +$202K +3,700 +25%
DVM
887
Dreman Value Management
Florida
$939K
LJHT
888
Laurie J. Hall Trustee
$937K
SWP
889
Strategic Wealth Partners
Ohio
$936K +$1M +18,332 +8,942%
HAG
890
HighPoint Advisor Group
Illinois
$934K +$153K +2,800 +18%
RT
891
Rockland Trust
Massachusetts
$929K +$403K +7,360 +67%
FBB
892
Fulton Breakefield Broenniman
Maryland
$926K -$33.9K -620 -3%
PA
893
Pinnacle Associates
New York
$926K -$7.38K -135 -0.7%
VFA
894
Voya Financial Advisors
Connecticut
$926K +$43.9K +803 +5%
CAS
895
Cue Advisory Services
Arizona
$924K +$6.35K +116 +0.9%
IAM
896
Impax Asset Management
New Hampshire
$903K +$132K +2,416 +16%
PAG
897
Private Advisor Group
New Jersey
$896K -$1.93M -35,271 -67%
BP
898
Ballentine Partners
Massachusetts
$894K -$85.4K -1,562 -8%
CCA
899
Checchi Capital Advisers
California
$894K +$26.6K +487 +3%
MF
900
Magnetar Financial
Illinois
$893K -$2.7M -49,309 -74%

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.