We are live on ! Find out more
USB icon

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
CI
1376
Cowen Inc
New York
$53K +$53K +1,000 New
SC
1377
Sawyer & Company
Massachusetts
$51K
KTC
1378
Kistler-Tiffany Companies
Pennsylvania
$50K -$2.01K -38 -4%
CAL
1379
Capital Analysts LLC
Pennsylvania
$49K +$106 +2 +0.2%
WAM
1380
Watermark Asset Management
California
$49K +$318 +6 +0.6%
WAM
1381
Wolverine Asset Management
Illinois
$48K +$49.1K +927 New
WA
1382
WP Advisors
California
$47K -$5.14K -97 -10%
CWSR
1383
Chessman Wealth Strategies RIA
Texas
$47K +$46.8K +883 New
WAP
1384
Wealthcare Advisory Partners
Pennsylvania
$45K +$106 +2 +0.2%
TFS
1385
TrustCore Financial Services
Tennessee
$45K +$4.24K +80 +10%
HR
1386
Howe & Rusling
New York
$44K +$27.5K +520 +170%
GCM
1387
Gables Capital Management
Florida
$41K
EARNEST Partners
1388
EARNEST Partners
Georgia
$40K
MWM
1389
Mascoma Wealth Management
New Hampshire
$40K
GTAM
1390
Global Trust Asset Management
Florida
$40K +$2.6K +49 +7%
SCM
1391
Southport Capital Management
Tennessee
$39K +$39.3K +742 New
PCP
1392
Proficio Capital Partners
Massachusetts
$38K -$4.66K -88 -11%
SMFG
1393
Sumitomo Mitsui Financial Group
Japan
$37K -$31K -586 -46%
NC
1394
NewSquare Capital
Pennsylvania
$37K +$1.85K +35 +5%
FFC
1395
First Financial Corp
Indiana
$36K
BA
1396
Ballew Advisors
Mississippi
$35K
HT
1397
Heritage Trust
Oklahoma
$35K +$18.8K +355 +114%
TFA
1398
Transamerica Financial Advisors
Florida
$34K +$32.6K +615 +2,795%
FEG
1399
Financial Enhancement Group
Indiana
$33K
BAM
1400
Bruderman Asset Management
New York
$31K +$159 +3 +0.5%

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.