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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
LIM
1076
Loudon Investment Management
New Hampshire
$428K
CS
1077
Cannell & Spears
New York
$427K -$10.9K -200 -2%
CA
1078
Cambridge Advisors
Nebraska
$427K +$16.4K +300 +4%
KPCM
1079
Kings Point Capital Management
New York
$426K -$107K -1,951 -19%
PIM
1080
Progressive Investment Management
Oregon
$420K
AAM
1081
Autus Asset Management
Arizona
$418K -$115K -2,095 -20%
PP
1082
PDS Planning
Ohio
$415K -$44.6K -815 -9%
BST
1083
Bath Savings Trust
Maine
$414K +$44K +805 +11%
ANBT
1084
American National Bank & Trust
Texas
$411K +$5.2K +95 +1%
PCM
1085
Pointe Capital Management
Michigan
$410K
SBWM
1086
Sunflower Bank Wealth Management
Arizona
$409K -$19.7K -360 -4%
NQWM
1087
Northwest Quadrant Wealth Management
Oregon
$407K
KFA
1088
Kabarec Financial Advisors
Illinois
$406K
CIP
1089
Capital Insight Partners
Arizona
$402K
KI
1090
Koch Industries
Kansas
$398K +$215K +3,931 +100%
AIM
1091
Assured Investment Management
New York
$396K +$420K +7,672 +4,409%
MA
1092
MCF Advisors
Kentucky
$395K
WCF
1093
West Coast Financial
California
$392K
AW
1094
ACG Wealth
Georgia
$390K +$602 +11 +0.1%
FFWA
1095
FRG Family Wealth Advisors
Washington
$387K -$14.5K -265 -3%
PCM
1096
Perkins Capital Management
Minnesota
$387K
TA
1097
Tiedemann Advisors
New York
$387K +$128K +2,337 +44%
PFBT
1098
Parkside Financial Bank & Trust
Missouri
$386K -$1.97K -36 -0.5%
FI
1099
FormulaFolio Investments
Michigan
$386K +$41.7K +762 +11%
IAA
1100
Independent Advisor Alliance
North Carolina
$385K +$22.8K +417 +6%

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.