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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
CAI
1501
Capital Advisors Inc
Oklahoma
-$525K -9,800 Closed
IH
1502
IFC Holdings
Florida
-$460K -8,605 Closed
GIM
1503
Grassi Investment Management
California
-$458K -8,547 Closed
SIA
1504
Starfire Investment Advisers
Michigan
-$435K -8,117 Closed
MWM
1505
Meridian Wealth Management
Kentucky
-$430K -8,011 Closed
PL
1506
Perpetual Ltd
Australia
-$426K -7,871 Closed
NME
1507
Notis-McConarty Edward
-$345K -6,435 Closed
SNBOSD
1508
Security National Bank of So Dak
Iowa
-$344K -6,412 Closed
AAP
1509
Aristotle Atlantic Partners
Florida
-$334K -6,231 Closed
CCIA
1510
Campbell & Co Investment Adviser
Maryland
-$313K -5,836 Closed
HPWM
1511
Highland Private Wealth Management
Washington
-$284K -5,291 Closed
GAG
1512
GM Advisory Group
New York
-$276K -5,146 Closed
Koshinski Asset Management
1513
Koshinski Asset Management
Illinois
-$273K -5,095 Closed
CF
1514
Copperwynd Financial
Arizona
-$271K -5,060 Closed
BIA
1515
Biondo Investment Advisors
Pennsylvania
-$268K -5,000 Closed
TAM
1516
Timucuan Asset Management
Florida
-$252K -4,700 Closed
TIA
1517
Tiemann Investment Advisors
California
-$248K -4,625 Closed
BP
1518
Broadleaf Partners
Ohio
-$246K -4,600 Closed
CA
1519
Continuum Advisory
Idaho
-$240K -4,487 Closed
SAM
1520
Seelaus Asset Management
New Jersey
-$231K -4,307 Closed
ZF
1521
Zhang Financial
Michigan
-$234K -4,225 Closed
OWP
1522
Obermeyer Wealth Partners
Colorado
-$224K -4,182 Closed
NFG
1523
Nadler Financial Group
Illinois
-$217K -4,044 Closed
FBA
1524
Front Barnett Associates
Illinois
-$214K -3,990 Closed
ISL
1525
Ingalls & Snyder LLC
New York
-$210K -3,914 Closed

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.