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
CL
1226
CPWM LLC
Washington
$264K
HS
1227
Horan Securities
United States
$260K -$387K -7,300 -60%
AFC
1228
AFT Forsyth & Company
Florida
$257K
MFS
1229
Madrona Financial Services
Washington
$256K +$53 +1 +0%
CFGS
1230
Concourse Financial Group Securities
Alabama
$256K +$255K +4,818 New
KF
1231
Krilogy Financial
Missouri
$255K +$256K +4,828 New
ST
1232
Smithfield Trust
Pennsylvania
$253K -$6.89K -130 -3%
FNFDCM
1233
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$253K -$1.06K -20 -0.4%
BAM
1234
Belpointe Asset Management
Nevada
$251K -$419K -7,903 -62%
HL
1235
HeadInvest LLC
Maine
$251K -$4.93K -93 -2%
WIP
1236
Wellesley Investment Partners
Massachusetts
$251K +$36.7K +693 +17%
HH
1237
Hilltop Holdings
Texas
$250K +$6.83K +129 +3%
GC
1238
Garde Capital
Washington
$249K +$6.83K +129 +3%
CTA
1239
Chesley Taft & Associates
Illinois
$248K
CBT
1240
Capital Bank & Trust
California
$246K
CGL
1241
Clarius Group LLC
Washington
$246K +$247K +4,656 New
RI
1242
Ridgewood Investments
New Jersey
$245K +$29.5K +556 +14%
VAM
1243
Visionary Asset Management
Texas
$243K +$242K +4,562 New
JIC
1244
Joel Isaacson & Co
New York
$242K
CCB
1245
Cutter & Co Brokerage
Missouri
$242K +$243K +4,581 New
M
1246
MOTCO
Texas
$240K
BWM
1247
BigSur Wealth Management
Florida
$239K -$207K -3,900 -46%
SBL
1248
Sargent Bickham Lagudis
Colorado
$239K +$53 +1 +0%
AAM
1249
Aureus Asset Management
Massachusetts
$238K
GWCM
1250
Godshalk Welsh Capital Management
Pennsylvania
$238K

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.