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US Bancorp

1,322 hedge funds and large institutions have $66.7B invested in US Bancorp in 2017 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 469 increasing their positions, 545 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $386M | Put options by funds: $267M

2% more capital invested

Capital invested by funds: $65.1B → $66.7B (+$1.59B)

0% more ownership

Funds ownership: 74.46%74.47% (+0%)

2% less funds holding

Funds holding: 1,3451,322 (-23)

3% less funds holding in top 10

Funds holding in top 10: 6664 (-2)

14% less repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 545

15% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 71

Holders
1,322
Holders Change
-23
Holders Change %
-1.71%
% of All Funds
32.96%
Holding in Top 10
64
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.03%
% of All Funds
1.6%
New
60
Increased
469
Reduced
545
Closed
71
Calls
$386M
Puts
$267M
Net Calls
+$119M
Net Calls Change
+$56.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
601
IBEX Wealth Advisors
New Jersey
$2.89M +$314 +6 +0%
RJT
602
Raymond James Trust
Florida
$2.88M -$32.5K -621 -1%
BL
603
BFSG LLC
California
$2.87M +$8.63K +165 +0.3%
AHB
604
Abner Herrman & Brock
New Jersey
$2.86M
KA
605
KLCM Advisors
Wisconsin
$2.85M
SB
606
Simmons Bank
Arkansas
$2.82M +$281K +5,362 +11%
MYLI
607
Meiji Yasuda Life Insurance
Japan
$2.8M +$345K +6,600 +14%
CWM
608
Confluence Wealth Management
Oregon
$2.79M -$60K -1,147 -2%
ATIA
609
American Trust Investment Advisors
New Hampshire
$2.76M -$94.2K -1,800 -3%
APP
610
Avantax Planning Partners
Iowa
$2.75M -$251K -4,806 -9%
BFA
611
Bragg Financial Advisors
North Carolina
$2.72M -$139K -2,655 -5%
BCAM
612
Boston Common Asset Management
Massachusetts
$2.69M -$6.54K -125 -0.2%
AF
613
Ally Financial
Michigan
$2.68M
CB
614
Community Bank
New York
$2.67M -$15.7K -300 -0.6%
Daiwa Securities Group
615
Daiwa Securities Group
Japan
$2.67M +$72.1K +1,378 +3%
RWA
616
River Wealth Advisors
Pennsylvania
$2.66M -$29.9K -571 -1%
TWM
617
Torch Wealth Management
Ohio
$2.64M +$13.2K +252 +0.5%
CI
618
Conning Inc
Connecticut
$2.61M -$17.8K -340 -0.7%
PVH
619
Psagot Value Holdings
Israel
$2.6M +$8.37K +160 +0.3%
QI
620
Quotient Investors
New York
$2.6M +$2.04M +39,000 +411%
HW
621
Hancock Whitney
Mississippi
$2.6M -$12M -229,714 -83%
DM
622
Delphi Management
Massachusetts
$2.59M +$67.1K +1,283 +3%
JWM
623
Jacobus Wealth Management
Wisconsin
$2.59M
PL
624
Plancorp LLC
Missouri
$2.58M +$126K +2,415 +5%
SSWM
625
Sheets Smith Wealth Management
North Carolina
$2.57M -$18.8K -360 -0.7%

USB Hedge Fund Activity: Q3 2017 in Review

1,322 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q3 2017, worth a combined $66.7B — up 2.4% from $65.1B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of USB and 60 opened new positions — a net loss of 11 holders — while 545 trimmed existing stakes and 469 added.

The largest buyer was Balyasny Asset Management, adding an estimated $163M. The largest seller was Credit Suisse, cutting an estimated $204M.

  • 1,322 institutional investors held US Bancorp (USB) as of Q3 2017, down from 1,345 in Q2 2017.
  • Funds reported $66.7B of US Bancorp stock for Q3 2017, up 2.4% quarter-over-quarter.
  • 60 funds opened new US Bancorp positions in Q3 2017 and 71 closed out, a net change of -11 holders.
  • The largest US Bancorp buyer in Q3 2017 was Balyasny Asset Management, an estimated $163M added.
  • The largest US Bancorp seller in Q3 2017 was Credit Suisse, an estimated $204M sold.

Based on aggregated 13F filings for Q3 2017.