We are live on ! Find out more
USB icon

US Bancorp

1,453 hedge funds and large institutions have $65.6B invested in US Bancorp in 2018 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 520 increasing their positions, 576 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 62

32% more call options, than puts

Call options by funds: $378M | Put options by funds: $286M

6% more capital invested

Capital invested by funds: $61.7B → $65.6B (+$3.96B)

0.97% more ownership

Funds ownership: 75.15%76.11% (+0.97%)

1% more funds holding

Funds holding: 1,4421,453 (+11)

10% less repeat investments, than reductions

Existing positions increased: 520 | Existing positions reduced: 576

2% less funds holding in top 10

Funds holding in top 10: 4948 (-1)

Holders
1,453
Holders Change
+11
Holders Change %
+0.76%
% of All Funds
33.22%
Holding in Top 10
48
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.04%
% of All Funds
1.1%
New
85
Increased
520
Reduced
576
Closed
62
Calls
$378M
Puts
$286M
Net Calls
+$92M
Net Calls Change
-$89.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Parallax Volatility Advisers
1101
Parallax Volatility Advisers
California
$398K +$400K +7,544 New
CS
1102
Cannell & Spears
New York
$393K -$53.3K -1,006 -12%
VWA
1103
V Wealth Advisors
Kansas
$393K +$16.1K +304 +4%
MBT
1104
Montecito Bank & Trust
California
$393K +$138K +2,600 +54%
PCMK
1105
Paragon Capital Management (Kansas)
Kansas
$393K +$277K +5,232 +236%
PP
1106
PagnatoKarp Partners
Virginia
$392K +$23.5K +444 +6%
IAA
1107
Independent Advisor Alliance
North Carolina
$390K -$13.1K -247 -3%
VC
1108
Vicus Capital
Pennsylvania
$390K +$12.5K +236 +3%
CC
1109
Cadinha & Co
Hawaii
$388K +$31.8K +600 +9%
FAM
1110
Fenimore Asset Management
New York
$387K
QCMC
1111
Quantum Capital Management (California)
California
$387K +$11.1K +210 +3%
SAM
1112
Shamrock Asset Management
Texas
$384K
CAW
1113
Cornerstone Advisors (Washington)
Washington
$382K -$36.8K -695 -9%
MPAM
1114
Murphy Pohlad Asset Management
Minnesota
$381K
SIG
1115
Sky Investment Group
Connecticut
$378K -$9.75K -184 -3%
SCA
1116
Snowden Capital Advisors
New York
$378K +$379K +7,151 New
FCBT
1117
First Citizens Bank & Trust
North Carolina
$376K -$27.3K -516 -7%
LIA
1118
LBMC Investment Advisors
Tennessee
$374K -$39.6K -747 -10%
AIM
1119
Acropolis Investment Management
Missouri
$374K +$48.4K +913 +15%
MCWS
1120
McKinley Carter Wealth Services
West Virginia
$369K -$3.71K -70 -1%
VIA
1121
Vident Investment Advisory
Georgia
$366K -$4.82K -91 -1%
MPPLM
1122
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$365K +$2.17K +41 +0.6%
ACM
1123
AlphaStar Capital Management
North Carolina
$363K -$72.1K -1,361 -17%
HCM
1124
HM Capital Management
Missouri
$361K
RWA
1125
Redhawk Wealth Advisors
Minnesota
$361K +$362K +6,833 New

USB Hedge Fund Activity: Q3 2018 in Review

1,453 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q3 2018, worth a combined $65.6B — up 6.4% from $61.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new USB positions and 62 closed out — a net gain of 23 holders — while 520 added to existing stakes and 576 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $1.28B. The largest seller was Fidelity Investments, cutting an estimated $272M.

  • 1,453 institutional investors held US Bancorp (USB) as of Q3 2018, up from 1,442 in Q2 2018.
  • Funds reported $65.6B of US Bancorp stock for Q3 2018, up 6.4% quarter-over-quarter.
  • 85 funds opened new US Bancorp positions in Q3 2018 and 62 closed out, a net change of +23 holders.
  • The largest US Bancorp buyer in Q3 2018 was Berkshire Hathaway, an estimated $1.28B added.
  • The largest US Bancorp seller in Q3 2018 was Fidelity Investments, an estimated $272M sold.

Based on aggregated 13F filings for Q3 2018.