United States CellularUSM
Market Cap: $4.71B
About: us Cellular is a regional wireless carrier that serves about 4.5 million customers spread across four major geographic clusters: the Midwest, mid-Atlantic, New England, and the Pacific Northwest. These service territories encompass a total population of about 32 million people. The vast majority of the markets the firm serves are rural or second/third-tier cities, with only the greater Milwaukee and Oklahoma City regions boasting populations greater than 1 million. us Cellular also owns a 5.5% stake in Verizon Wireless' Los Angeles operations and, unlike its wireless carrier peers, owns most of its own towers. The firm has agreed to sell its wireless operations and 30% of its wireless spectrum licenses to T-Mobile, a transaction that it expects to close in mid-2025.
Employees: 4,300
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
200% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 3 (+2) [Q2]
173% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 15
56% more capital invested
Capital invested by funds: $557M [Q1] → $866M (+$309M) [Q2]
35% more call options, than puts
Call options by funds: $7.29M | Put options by funds: $5.4M
22% more funds holding
Funds holding: 117 [Q1] → 143 (+26) [Q2]
0.03% more ownership
Funds ownership: 29.33% [Q1] → 29.37% (+0.03%) [Q2]
29% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 48
Research analyst outlook
We haven’t received any recent analyst ratings for USM.