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
CIM
926
CIM Investment Management
Pennsylvania
$808K -$23.1K -423 -3%
CT
927
Chicago Trust
Illinois
$802K -$83.4K -1,525 -9%
PGWM
928
Parisi Gray Wealth Management
New Jersey
$802K +$55 +1 +0%
LWCFA
929
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$797K
RG
930
Rikoon Group
New Mexico
$794K +$254K +4,636 +41%
TC
931
Toews Corporation
New Jersey
$793K +$859K +15,700 New
AB
932
Atlas Brown
Kentucky
$785K +$178K +3,250 +26%
CCWA
933
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$781K +$8.37K +153 +1%
Qube Research & Technologies (QRT)
934
Qube Research & Technologies (QRT)
United Kingdom
$780K +$845K +15,449 New
CK
935
Cohen Klingenstein
New York
$773K
WG
936
Winton Group
United Kingdom
$771K +$126K +2,296 +18%
HCM
937
Horrell Capital Management
Arkansas
$761K
BWAM
938
Boyd Watterson Asset Management
Ohio
$758K -$8.97K -164 -1%
KCPG
939
Kavar Capital Partners Group
Kansas
$757K -$113K -2,057 -12%
CPIG
940
Chicago Partners Investment Group
Illinois
$753K +$31K +566 +4%
ITIM
941
Indiana Trust & Investment Management
Indiana
$751K +$57.4K +1,050 +8%
Wolverine Trading
942
Wolverine Trading
Illinois
$750K -$4.97M -90,851 -86%
CAM
943
Cypress Asset Management
Texas
$738K -$64.3K -1,175 -7%
CBT
944
Central Bank & Trust
Kentucky
$735K -$14.4K -263 -2%
WIA
945
Wealthstreet Investment Advisors
Texas
$725K
ONB
946
Old National Bancorp
Indiana
$721K -$14.7K -269 -2%
EDRIA
947
Edmonds Duncan Registered Investment Advisors
Kansas
$720K
CCM
948
Catawba Capital Management
Virginia
$717K -$34.2K -625 -4%
MCM
949
Marathon Capital Management
Maryland
$716K +$776K +14,180 New
AC
950
Abbrea Capital
California
$715K +$150K +2,740 +24%

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.