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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
JFA
1426
JNBA Financial Advisors
Minnesota
$8K -$320K -6,048 -98%
AOWM
1427
Alpha Omega Wealth Management
Virginia
$8K
CIM
1428
Contravisory Investment Management
Massachusetts
$8K
SIAS
1429
Shine Investment Advisory Services
Colorado
$7K
SQA
1430
Simon Quick Advisors
New Jersey
$5K -$1.43K -27 -22%
MUS
1431
Mitsubishi UFJ Securities
Japan
$5K
SA
1432
SRH Advisors
Kansas
$5K
SCA
1433
Stuart Chaussee & Associates
California
$5K
PAMG
1434
Patton Albertson Miller Group
Tennessee
$5K +$5.3K +100 New
FLI
1435
Family Legacy Inc
South Carolina
$4K
QAM
1436
QCI Asset Management
New York
$4K
THWM
1437
Taylor Hoffman Wealth Management
Virginia
$4K
LWA
1438
Lowe Wealth Advisors
Maryland
$4K +$3.92K +74 New
BCM
1439
Brasada Capital Management
Texas
$4K +$4.29K +81 New
SIS
1440
Sound Income Strategies
Florida
$4K +$4.45K +84 New
MWM
1441
MinichMacGregor Wealth Management
New York
$3K -$424 -8 -11%
GWS
1442
Glassman Wealth Services
Virginia
$3K
HCM
1443
Hilton Capital Management
New York
$3K
MCM
1444
Mainstay Capital Management
Michigan
$3K
MFT
1445
Moisand Fitzgerald Tamayo
Florida
$3K
WCAMG
1446
Woodard & Company Asset Management Group
North Carolina
$3K +$3.5K +66 New
CIR
1447
Clear Investment Research
Georgia
$2K +$1.54K +29 New
DWM
1448
Destination Wealth Management
California
$2K +$1.96K +37 New
ML
1449
McAdam LLC
Pennsylvania
$1K
WG
1450
Welch Group
Alabama
$654 +$118K +2,228 +22%

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.