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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
CA
1476
Cynosure Advisors
Utah
-$439K -8,780 Closed
HTHT
1477
Hemenway Trust Hemenway Trust
New Hampshire
-$403K -8,058 Closed
HS
1478
HighVista Strategies
Massachusetts
-$355K -7,100 Closed
TC
1479
Toews Corporation
New Jersey
-$340K -6,800 Closed
MA
1480
Marshwinds Advisory
Georgia
-$310K -6,200 Closed
BCA
1481
Berman Capital Advisors
Georgia
-$286K -5,714 Closed
EAM
1482
Evanson Asset Management
California
-$281K -5,615 Closed
SLT
1483
St Louis Trust
Missouri
-$270K -5,402 Closed
HPC
1484
HM Payson & Co
Maine
-$266K -5,316 Closed
EGA
1485
E&G Advisors
Texas
-$235K -4,700 Closed
ST
1486
Sabal Trust
Florida
-$222K -4,434 Closed
NFA
1487
Nuveen Fund Advisors
Illinois
-$218K -4,368 Closed
GAG
1488
GM Advisory Group
New York
-$217K -4,346 Closed
FWM
1489
Frontier Wealth Management
Missouri
-$213K -4,263 Closed
EP
1490
Edgestream Partners
New Jersey
-$212K -4,244 Closed
BOS
1491
Bank of Stockton
California
-$204K -4,083 Closed
GBBWRPM
1492
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$150K -3,000 Closed
HCM
1493
Horan Capital Management
Maryland
-$109K -2,198 Closed
Fuller & Thaler Asset Management
1494
Fuller & Thaler Asset Management
California
-$80K -1,600 Closed
AA
1495
Apriem Advisors
California
-$70K -1,400 Closed
B
1496
Bridgeworth
Alabama
-$64K -1,294 Closed
RCG
1497
Ruggie Capital Group
Florida
-$63K -1,258 Closed
BCA
1498
Bay Colony Advisors
Massachusetts
-$61K -1,218 Closed
DSN
1499
D. Scott Neal
Kentucky
-$50K -1,000 Closed
MBT
1500
Monroe Bank & Trust
Michigan
-$45K -900 Closed

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.