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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
KJWM
1176
Kiley Juergens Wealth Management
Washington
$301K +$7.15K +135 +2%
WC
1177
Whitnell & Co
Illinois
$299K
AAS
1178
Annex Advisory Services
Wisconsin
$298K +$5.67K +107 +2%
PFM
1179
Parsec Financial Management
North Carolina
$298K +$7.2K +136 +2%
RA
1180
RFG Advisory
Alabama
$297K +$298K +5,629 New
Koshinski Asset Management
1181
Koshinski Asset Management
Illinois
$296K +$297K +5,607 New
PIM
1182
Progressive Investment Management
Oregon
$295K -$144K -2,724 -33%
SSB
1183
Sandy Spring Bank
Maryland
$295K -$14.3K -270 -5%
FIM
1184
Fruth Investment Management
Texas
$295K
UCI
1185
Uncommon Cents Investing
Wisconsin
$295K
AWA
1186
ARS Wealth Advisors
Florida
$295K +$265 +5 +0.1%
VA
1187
Valmark Advisers
Ohio
$295K +$17.3K +327 +6%
BCM
1188
Brookstone Capital Management
Illinois
$294K +$67.6K +1,276 +30%
AAM
1189
Autus Asset Management
Arizona
$293K -$83.4K -1,575 -22%
CCG
1190
Chatham Capital Group
Georgia
$293K -$15.7K -296 -5%
PLFAM
1191
Pineno Levin & Ford Asset Management
Virginia
$293K
CIM
1192
Confluence Investment Management
Missouri
$292K +$19.4K +367 +7%
PCM
1193
Perkins Capital Management
Minnesota
$291K
WA
1194
WESPAC Advisors
California
$291K +$292K +5,509 New
CANY
1195
Caxton Associates (New York)
New York
$289K +$289K +5,464 New
ODCM
1196
Old Dominion Capital Management
Virginia
$289K +$290K +5,469 New
AIA
1197
Allied Investment Advisors
Montana
$288K +$4.13K +78 +1%
AIFS
1198
A&I Financial Services
Colorado
$281K -$70.6K -1,332 -20%
LB
1199
Landmark Bank
Missouri
$280K
TCM
1200
Tradewinds Capital Management
Washington
$280K

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.