US Bancorp
USB
1,103 hedge funds and large institutions have $53.4B invested in US Bancorp in 2013 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 387 increasing their positions, 413 reducing their positions, and 42 closing their positions.
207% more first-time investments, than exits
New positions opened: 129 | Existing positions closed: 42
24% more funds holding in top 10
Funds holding in top 10: 55 → 68 (+13)
11% more capital invested
Capital invested by funds: $47.9B → $53.4B (+$5.49B)
7% more funds holding
Funds holding: 1,029 → 1,103 (+74)
1.14% more ownership
Funds ownership: 71.42% → 72.56% (+1.1%)
1% less call options, than puts
Call options by funds: $467M | Put options by funds: $471M
6% less repeat investments, than reductions
Existing positions increased: 387 | Existing positions reduced: 413
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$337M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$293M |
| 3 |
Neuberger Berman Group
New York
|
+$131M |
| 4 |
CGI
CI Global Investments
Oakland,
California
|
+$114M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$110M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$291M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$201M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$177M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$133M |
| 5 |
EAM
Edge Asset Management
Seattle,
Washington
|
-$103M |
USB Hedge Fund Activity: Q4 2013 in Review
1,103 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q4 2013, worth a combined $53.4B — up 11% from $47.9B a quarter earlier.
Buyers outnumbered sellers: 129 funds opened new USB positions and 42 closed out — a net gain of 87 holders — while 387 added to existing stakes and 413 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $337M. The largest seller was Citigroup, cutting an estimated $291M.
- 1,103 institutional investors held US Bancorp (USB) as of Q4 2013, up from 1,029 in Q3 2013.
- Funds reported $53.4B of US Bancorp stock for Q4 2013, up 11% quarter-over-quarter.
- 129 funds opened new US Bancorp positions in Q4 2013 and 42 closed out, a net change of +87 holders.
- The largest US Bancorp buyer in Q4 2013 was Fidelity Investments, an estimated $337M added.
- The largest US Bancorp seller in Q4 2013 was Citigroup, an estimated $291M sold.
Based on aggregated 13F filings for Q4 2013.