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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
NWP
1251
Northstar Wealth Partners
Connecticut
$238K
FNT
1252
First National Trust
Pennsylvania
$237K -$19.9K -375 -8%
SHCM
1253
Stokes & Hubbell Capital Management
Louisiana
$233K
ACM
1254
AUA Capital Management
Pennsylvania
$232K
BFM
1255
Boothbay Fund Management
New York
$232K +$233K +4,400 New
HCP
1256
Holt Capital Partners
Texas
$230K -$33.9K -640 -13%
MHIC
1257
Marble Harbor Investment Counsel
Massachusetts
$230K
GRQ
1258
Gardner Russo & Quinn
Pennsylvania
$228K
LC
1259
Lincoln Capital
Nebraska
$228K
GLI
1260
Guardian Life Insurance
New York
$228K +$742 +14 +0.3%
PMFA
1261
Plante Moran Financial Advisors
Michigan
$227K -$3.34K -63 -1%
FAT
1262
First American Trust
California
$226K
MFBTD
1263
MB Financial Bank - Trust Department
Illinois
$226K +$18.5K +350 +9%
SLF
1264
Sun Life Financial
Ontario, Canada
$223K +$53 +1 +0%
FBFS
1265
First Business Financial Services
Wisconsin
$222K
AF
1266
Affiance Financial
Minnesota
$221K
UWPG
1267
Ullmann Wealth Partners Group
Florida
$221K
NAMP
1268
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$220K -$3.44K -65 -2%
LFR
1269
Lehman Financial Resources
Pennsylvania
$219K +$220K +4,154 New
KFC
1270
Klingenstein Fields & Co
New York
$218K
SWA
1271
Sutton Wealth Advisors
Florida
$218K
VST
1272
Van Strum & Towne
California
$216K
BWP
1273
BSW Wealth Partners
Colorado
$216K +$2.28K +43 +1%
CCMW
1274
Cypress Capital Management (Wyoming)
Wyoming
$215K
CASB
1275
Cape Ann Savings Bank
Massachusetts
$214K

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.