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
KBFS
1151
Kohmann Bosshard Financial Services
Ohio
$334K
MFG
1152
Monte Financial Group
Connecticut
$333K +$1.59K +30 +0.5%
SCM
1153
Sterneck Capital Management
Missouri
$332K -$132K -2,500 -28%
FPFS
1154
First Personal Financial Services
North Carolina
$332K +$35.5K +671 +12%
PWPS
1155
Pinnacle Wealth Planning Services
Ohio
$327K +$11.6K +219 +4%
IWM
1156
IHT Wealth Management
Illinois
$326K +$43.8K +827 +15%
MCM
1157
Manchester Capital Management
Vermont
$324K
PFA
1158
Pure Financial Advisors
California
$320K +$321K +6,051 New
LFAS
1159
Level Four Advisory Services
Texas
$320K +$321K +6,054 New
PCM
1160
Prelude Capital Management
New York
$320K +$321K +6,066 New
ACM
1161
Azimuth Capital Management
Michigan
$319K
HK
1162
Horizon Kinetics
New York
$318K -$35K -660 -10%
MLFP
1163
MPS Loria Financial Planners
Illinois
$318K
BFG
1164
Beacon Financial Group
Texas
$317K
CPA
1165
Clear Perspective Advisors
Illinois
$317K
HCM
1166
Highlander Capital Management
New Jersey
$317K
WPW
1167
Waldron Private Wealth
Pennsylvania
$317K +$6.89K +130 +2%
LA
1168
Lau Associates
Delaware
$317K +$318K +6,000 New
SS
1169
Sunbelt Securities
Texas
$316K +$265 +5 +0.1%
SFA
1170
Sequoia Financial Advisors
Ohio
$312K -$57.7K -1,090 -16%
SCM
1171
Suffolk Capital Management
New York
$306K +$30.6K +578 +11%
SCI
1172
Stableford Capital II
Arizona
$305K
CIA
1173
Capital Investment Advisors
Georgia
$305K +$41.6K +786 +16%
OC
1174
Oakworth Capital
Alabama
$302K -$44K -831 -13%
MIC
1175
Meridian Investment Counsel
California
$302K

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.