We are live on ! Find out more
USB icon

US Bancorp

1,459 hedge funds and large institutions have $62.1B invested in US Bancorp in 2018 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 533 increasing their positions, 599 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $307M | Put options by funds: $217M

16% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 90

0.33% more ownership

Funds ownership: 74.14%74.47% (+0.33%)

0% less funds holding

Funds holding: 1,4621,459 (-3)

6% less capital invested

Capital invested by funds: $65.9B → $62.1B (-$3.83B)

11% less repeat investments, than reductions

Existing positions increased: 533 | Existing positions reduced: 599

17% less funds holding in top 10

Funds holding in top 10: 6554 (-11)

Holders
1,459
Holders Change
-3
Holders Change %
-0.21%
% of All Funds
33.44%
Holding in Top 10
54
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.92%
% of All Funds
1.24%
New
104
Increased
533
Reduced
599
Closed
90
Calls
$307M
Puts
$217M
Net Calls
+$89.5M
Net Calls Change
+$41.1M
Name Holding Trade Value Shares
Change
Change in
Stake
KF
1301
Krilogy Financial
Missouri
$196K -$39.1K -714 -16%
SFSIG
1302
San Francisco Sentry Investment Group
California
$191K -$2.08K -38 -1%
1IA
1303
1834 Investment Advisors
Wisconsin
$191K +$31.3K +573 +18%
DAM
1304
Delta Asset Management
Tennessee
$190K
SC
1305
SRB Corp
Massachusetts
$186K
GLI
1306
Guardian Life Insurance
New York
$183K -$83.1K -1,519 -30%
CFA
1307
Carroll Financial Associates
North Carolina
$181K +$13K +238 +7%
PWAG
1308
Polaris Wealth Advisory Group
California
$177K +$191K +3,500 New
ATC
1309
Adirondack Trust Company
New York
$175K +$1.64K +30 +0.9%
C
1310
Cerebellum
California
$175K +$64.2K +1,174 +51%
BC
1311
Barnett & Company
Tennessee
$169K
GBBWRPM
1312
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$167K +$181K +3,300 New
AIS
1313
AlphaOne Investment Services
Pennsylvania
$166K +$180K +3,289 New
HI
1314
Hudock Inc
Pennsylvania
$162K -$33.7K -616 -16%
IP
1315
Intellectus Partners
California
$153K
OFS
1316
Orrstown Financial Services
Pennsylvania
$153K +$31.1K +568 +23%
IWM
1317
IHT Wealth Management
Illinois
$152K +$4.92K +90 +3%
IWP
1318
Icon Wealth Partners
Texas
$151K -$50.1K -916 -24%
IIC
1319
Integrated Investment Consultants
Michigan
$145K +$157K +2,866 New
ADL
1320
Asset Dedication LLC
California
$142K +$5.53K +101 +4%
MYIA
1321
Mount Yale Investment Advisors
Colorado
$141K +$153K +2,800 New
AIM
1322
Advantage Investment Management
Iowa
$137K -$5.36K -98 -3%
CBT
1323
Capital Bank & Trust
California
$135K
CAM
1324
Close Asset Management
United Kingdom
$134K
CGT
1325
Capital Guardian Trust
California
$128K +$138K +2,525 New

USB Hedge Fund Activity: Q1 2018 in Review

1,459 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q1 2018, worth a combined $62.1B — down 5.8% from $65.9B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new USB positions and 90 closed out — a net gain of 14 holders — while 533 added to existing stakes and 599 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $207M. The largest seller was Fidelity Investments, cutting an estimated $362M.

  • 1,459 institutional investors held US Bancorp (USB) as of Q1 2018, down from 1,462 in Q4 2017.
  • Funds reported $62.1B of US Bancorp stock for Q1 2018, down 5.8% quarter-over-quarter.
  • 104 funds opened new US Bancorp positions in Q1 2018 and 90 closed out, a net change of +14 holders.
  • The largest US Bancorp buyer in Q1 2018 was Berkshire Hathaway, an estimated $207M added.
  • The largest US Bancorp seller in Q1 2018 was Fidelity Investments, an estimated $362M sold.

Based on aggregated 13F filings for Q1 2018.