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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
CIP
1276
Convergence Investment Partners
Florida
$214K +$215K +4,055 New
BO
1277
BRR OpCo
Ohio
$213K -$2.65K -50 -1%
NB
1278
Nicolet Bankshares
Wisconsin
$212K -$42.1K -795 -17%
CIC
1279
Crawford Investment Counsel
Georgia
$212K -$10.6K -200 -5%
AUB
1280
Atlantic Union Bankshares
Virginia
$211K +$265 +5 +0.1%
NCM
1281
Northwest Capital Management
Oregon
$209K -$10.1K -190 -5%
IAMOG
1282
Investors Asset Management of Georgia
Georgia
$209K +$209K +3,950 New
FWP
1283
FAS Wealth Partners
Kansas
$208K +$209K +3,936 New
WP
1284
WMS Partners
Maryland
$207K -$4.24K -80 -2%
CAM
1285
Cozad Asset Management
Illinois
$207K +$208K +3,918 New
Acadian Asset Management
1286
Acadian Asset Management
Massachusetts
$206K -$1.75K -33 -0.8%
FNBSF
1287
First National Bank Sioux Falls
South Dakota
$205K -$2.85M -53,790 -93%
LCM
1288
Leisure Capital Management
California
$205K +$206K +3,888 New
ZB
1289
Zions Bancorporation
Utah
$204K +$205K +3,868 New
NME
1290
Notis-McConarty Edward
$203K +$203K +3,835 New
GIA
1291
Granite Investment Advisors
New Hampshire
$202K +$203K +3,829 New
LCS
1292
Levin Capital Strategies
New York
$201K +$201K +3,800 New
OPCM
1293
Osborne Partners Capital Management
California
$201K +$201K +3,800 New
RE
1294
RBC Europe
United Kingdom
$200K -$158K -2,975 -44%
NFG
1295
Nadler Financial Group
Illinois
$200K -$13.2K -250 -6%
KA
1296
Kaizen Advisory
Illinois
$200K
VNB
1297
Virginia National Bank
Virginia
$200K +$201K +3,793 New
AWM
1298
Avior Wealth Management
Nebraska
$199K -$10.6K -200 -5%
1IA
1299
1834 Investment Advisors
Wisconsin
$196K
PO
1300
Private Ocean
California
$194K -$73.8K -1,393 -27%

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.