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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
FC
1376
Ferris Capital
Massachusetts
$53K +$57.6K +1,053 New
WAP
1377
Wealthcare Advisory Partners
Pennsylvania
$51K -$121K -2,207 -69%
AIS
1378
Accurate Investment Solutions
Pennsylvania
$51K
DSN
1379
D. Scott Neal
Kentucky
$51K
IUHSA
1380
Itau Unibanco Holding S.A.
Brazil
$49K +$52.7K +963 New
KTC
1381
Kistler-Tiffany Companies
Pennsylvania
$47K +$21.9K +400 +74%
MBT
1382
Monroe Bank & Trust
Michigan
$45K
EARNEST Partners
1383
EARNEST Partners
Georgia
$39K
WPA
1384
West Paces Advisors
Georgia
$38.6K
EAM
1385
Exane Asset Management
France
$38.6K +$9.19K +168 +28%
MWM
1386
Mascoma Wealth Management
New Hampshire
$37K
MOS
1387
MGO One Seven
Ohio
$37K +$2.73K +50 +7%
SFA
1388
Spectrum Financial Alliance
Kentucky
$37K +$40.5K +741 New
GTAM
1389
Global Trust Asset Management
Florida
$35K
BA
1390
Ballew Advisors
Mississippi
$35K +$37.4K +684 New
PCP
1391
Proficio Capital Partners
Massachusetts
$34K -$84.6K -1,546 -69%
FFC
1392
First Financial Corp
Indiana
$34K -$25.5K -466 -41%
NC
1393
NewSquare Capital
Pennsylvania
$34K
BCP
1394
Blackhawk Capital Partners
Wisconsin
$32K
CIM
1395
Corbyn Investment Management
Maryland
$32K +$34.2K +625 New
FEG
1396
Financial Enhancement Group
Indiana
$32K +$34.2K +625 New
PGA
1397
Premia Global Advisors
Florida
$31K
CB
1398
CNB Bank
Pennsylvania
$30K -$3.06K -56 -9%
GFP
1399
Gryphon Financial Partners
Ohio
$30K -$875 -16 -3%
BAM
1400
Bruderman Asset Management
New York
$29K +$31.5K +575 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.