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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
AC
1401
Avestar Capital
New York
$31K +$9.59K +181 +39%
RMAM
1402
Raab & Moskowitz Asset Management
New Jersey
$28K +$28.2K +533 New
RFWA
1403
RPg Family Wealth Advisory
Massachusetts
$27.1K
LFG
1404
LifePlan Financial Group
Ohio
$27K
BCI
1405
Brinker Capital Investments
Pennsylvania
$26K
Loomis, Sayles & Company
1406
Loomis, Sayles & Company
Massachusetts
$25K
WIM
1407
Westside Investment Management
California
$24.5K
SFA
1408
Spectrum Financial Alliance
Kentucky
$21K -$18.1K -341 -46%
AP
1409
Arlington Partners
Alabama
$20K
PCIA
1410
Prime Capital Investment Advisors
Kansas
$19K -$5.35K -101 -22%
AWMS
1411
Advocacy Wealth Management Services
Georgia
$19K
PCFFS
1412
Pacific Center for Financial Services
California
$19K
SFM
1413
Signet Financial Management
New Jersey
$19K
SIC
1414
Salem Investment Counselors
North Carolina
$18K +$1.64K +31 +10%
CH
1415
Canton Hathaway
Rhode Island
$18K +$18.5K +350 New
ONST
1416
Old North State Trust
North Carolina
$17K +$17.7K +335 New
CB
1417
CNB Bank
Pennsylvania
$16K -$15.9K -300 -50%
CAG
1418
Csenge Advisory Group
Florida
$16K +$15.9K +301 New
CGI
1419
CI Global Investments
California
$13K -$619K -11,692 -98%
CA
1420
Crewe Advisors
Utah
$12K
IF
1421
Ironwood Financial
Arizona
$12K
WC
1422
Whitney & Co
New York
$12K +$12K +226 New
FMTCOCP
1423
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K
SWMG
1424
Signature Wealth Management Group
Georgia
$10K
CAC
1425
Certified Advisory Corp
Florida
$9K +$265 +5 +3%

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.