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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
ME
1401
McIlrath & Eck
Washington
$28K -$4.92K -90 -14%
LFG
1402
LifePlan Financial Group
Ohio
$27K +$29.2K +534 New
RFWA
1403
RPg Family Wealth Advisory
Massachusetts
$25.9K -$14.6K -267 -34%
SC
1404
Sawyer & Company
Massachusetts
$25K
TODC
1405
Trustees of Dartmouth College
New Hampshire
$24K
VEA
1406
Virtus ETF Advisers
New York
$24K
LF
1407
Lee Financial
Texas
$23K +$25K +457 New
HR
1408
Howe & Rusling
New York
$22K -$4.21K -77 -15%
ML
1409
McAdam LLC
Pennsylvania
$22K +$24K +439 New
APSP
1410
Asset Planning Services (Pennsylvania)
Pennsylvania
$21K -$34.5K -630 -61%
AP
1411
Arlington Partners
Alabama
$20K +$21.2K +387 New
TFS
1412
TrustCore Financial Services
Tennessee
$19K
AWMS
1413
Advocacy Wealth Management Services
Georgia
$18K -$32.5K -594 -62%
CAL
1414
Capital Advisors Ltd
Ohio
$18K
PCFFS
1415
Pacific Center for Financial Services
California
$18K
SFM
1416
Signet Financial Management
New Jersey
$18K +$19.6K +359 New
SIC
1417
Salem Investment Counselors
North Carolina
$16K +$17.1K +312 New
PW
1418
Price Wealth
Texas
$15K -$16.7K -306 -50%
BL
1419
Balentine LLC
Georgia
$13K -$248K -4,533 -94%
CA
1420
Crewe Advisors
Utah
$12K
IF
1421
Ironwood Financial
Arizona
$12K
HS
1422
Horan Securities
United States
$11K
AC
1423
Avestar Capital
New York
$10K
SWMG
1424
Signature Wealth Management Group
Georgia
$10K
WIM
1425
Westside Investment Management
California
$9.98K

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.