We are live on ! Find out more
USB icon

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
EIP
201
Epoch Investment Partners
New York
$24.2M -$5.01M -94,668 -17%
RJFSA
202
Raymond James Financial Services Advisors
Florida
$24.1M +$2M +37,836 +9%
FMII
203
Farmers & Merchants Investments Inc
Nebraska
$23.6M +$13.1K +248 +0.1%
MIM
204
MetLife Investment Management
New Jersey
$23.5M -$734K -13,854 -3%
Man Group
205
Man Group
United Kingdom
$23.5M -$10.1M -190,065 -30%
SL
206
SWF LLC
Nebraska
$23.5M
OA
207
Oak Associates
Ohio
$23.3M -$17.2K -324 -0.1%
Los Angeles Capital Management
208
Los Angeles Capital Management
California
$23.3M -$649K -12,260 -3%
Lazard Asset Management
209
Lazard Asset Management
New York
$23.3M -$1.36M -25,686 -6%
SCM
210
SKBA Capital Management
California
$22.8M -$26.5K -500 -0.1%
FAF
211
Fjarde Ap-fonden
Sweden
$22.8M -$1.04M -19,725 -4%
SGAM
212
Smith Group Asset Management
Texas
$22.8M -$984K -18,572 -4%
Natixis Advisors
213
Natixis Advisors
Massachusetts
$22.7M +$841K +15,870 +4%
CCP
214
Clarkston Capital Partners
Michigan
$22.6M +$243K +4,585 +1%
BTS
215
BB&T Securities
Virginia
$22.6M -$1.31M -24,729 -5%
CWM
216
Cornerstone Wealth Management
Missouri
$22.1M +$3.13M +59,025 +5%
LPL Financial
217
LPL Financial
California
$21.9M +$7.1M +134,081 +48%
WIC
218
Willis Investment Counsel
Georgia
$21.6M +$1.21M +22,800 +6%
Mariner
219
Mariner
Kansas
$21.2M +$228K +4,305 +1%
SAM
220
Shell Asset Management
Netherlands
$21.1M +$843K +15,907 +4%
FT
221
Fiduciary Trust
Massachusetts
$21M -$244K -4,609 -1%
SBCM
222
Schwerin Boyle Capital Management
Massachusetts
$20.9M -$53K -1,000 -0.3%
AI
223
Ariel Investments
Illinois
$20.8M +$602K +11,367 +3%
1832 Asset Management
224
1832 Asset Management
Ontario, Canada
$20.8M -$37.9K -715 -0.2%
APG Asset Management
225
APG Asset Management
Netherlands
$20.6M

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.