US Bancorp
1,443 hedge funds and large institutions have $61.7B invested in US Bancorp in 2018 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 540 increasing their positions, 551 reducing their positions, and 98 closing their positions.
82% more call options, than puts
Call options by funds: $404M | Put options by funds: $222M
0.67% more ownership
Funds ownership: 74.47% → 75.15% (+0.67%)
1% less capital invested
Capital invested by funds: $62.1B → $61.7B (-$413M)
2% less repeat investments, than reductions
Existing positions increased: 540 | Existing positions reduced: 551
7% less first-time investments, than exits
New positions opened: 91 | Existing positions closed: 98
1% less funds holding
Funds holding: 1,460 → 1,443 (-17)
9% less funds holding in top 10
Funds holding in top 10: 54 → 49 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$964M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$646M |
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$500M |
| 4 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$381M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$313M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$921M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$196M |
| 3 |
Goldman Sachs
New York
|
-$155M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$141M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$126M |
USB Hedge Fund Activity: Q2 2018 in Review
1,443 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q2 2018, worth a combined $61.7B — down 0.67% from $62.1B a quarter earlier.
Sellers outnumbered buyers: 98 funds closed out of USB and 91 opened new positions — a net loss of 7 holders — while 551 trimmed existing stakes and 540 added.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $964M. The largest seller was Fidelity Investments, cutting an estimated $921M.
- 1,443 institutional investors held US Bancorp (USB) as of Q2 2018, down from 1,460 in Q1 2018.
- Funds reported $61.7B of US Bancorp stock for Q2 2018, down 0.67% quarter-over-quarter.
- 91 funds opened new US Bancorp positions in Q2 2018 and 98 closed out, a net change of -7 holders.
- The largest US Bancorp buyer in Q2 2018 was Barrow, Hanley, Mewhinney & Strauss, an estimated $964M added.
- The largest US Bancorp seller in Q2 2018 was Fidelity Investments, an estimated $921M sold.
Based on aggregated 13F filings for Q2 2018.