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US Bancorp

1,346 hedge funds and large institutions have $65.1B invested in US Bancorp in 2017 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 464 increasing their positions, 560 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $342M | Put options by funds: $279M

14% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 65

0% less funds holding

Funds holding: 1,3521,346 (-6)

2% less capital invested

Capital invested by funds: $66.2B → $65.1B (-$1.1B)

1.52% less ownership

Funds ownership: 75.98%74.46% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 7866 (-12)

17% less repeat investments, than reductions

Existing positions increased: 464 | Existing positions reduced: 560

Holders
1,346
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
33.55%
Holding in Top 10
66
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-15.38%
% of All Funds
1.65%
New
74
Increased
464
Reduced
560
Closed
65
Calls
$342M
Puts
$279M
Net Calls
+$62.5M
Net Calls Change
-$70.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
751
ARGA Investment Management
Connecticut
$1.63M +$680K +13,200 +73%
TSWM
752
Triangle Securities Wealth Management
North Carolina
$1.62M -$5.67K -110 -0.4%
NRS
753
Neville Rodie & Shaw
New York
$1.61M
GIA
754
Guyasuta Investment Advisors
Pennsylvania
$1.61M +$159K +3,083 +11%
HSA
755
HBK Sorce Advisory
Pennsylvania
$1.59M +$1.58M +30,646 New
BJL
756
Brighton Jones LLC
Washington
$1.58M +$1.57M +30,533 New
FM
757
Forward Management
California
$1.58M -$30.8K -597 -2%
NGA
758
Naples Global Advisors
Florida
$1.58M
SFG
759
SevenBridge Financial Group
Pennsylvania
$1.58M +$37.4K +727 +2%
NIA
760
Northstar Investment Advisors
Colorado
$1.57M -$14.7K -285 -0.9%
RFA
761
Reilly Financial Advisors
California
$1.55M +$121K +2,355 +9%
Balyasny Asset Management
762
Balyasny Asset Management
Illinois
$1.55M -$914K -17,744 -37%
MWAC
763
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.54M +$108K +2,095 +8%
LIC
764
Lodestar Investment Counsel
Illinois
$1.54M +$51.6K +1,002 +4%
HTC
765
Haverford Trust Company
Pennsylvania
$1.54M +$320K +6,209 +27%
ASN
766
Advisory Services Network
Georgia
$1.54M +$96.1K +1,866 +7%
RCAG
767
Rehmann Capital Advisory Group
Michigan
$1.52M +$1.44K +28 +0.1%
ST
768
Somerset Trust
Pennsylvania
$1.52M +$105K +2,046 +8%
SPC
769
Sigma Planning Corp
Michigan
$1.51M -$368K -7,153 -20%
QI
770
QS Investors
New York
$1.51M -$3.05M -59,287 -67%
MLL
771
Moody Lynn & Lieberson
Massachusetts
$1.49M -$10.8M -210,003 -88%
PA
772
Perennial Advisors
New York
$1.49M +$36.6K +711 +3%
DSC
773
Duncker Streett & Co
Missouri
$1.47M +$103 +2 +0%
CWM
774
Concentric Wealth Management
California
$1.46M -$25.5K -495 -2%
PCTC
775
Perkins Coie Trust Company
Washington
$1.45M +$82.4K +1,600 +6%

USB Hedge Fund Activity: Q2 2017 in Review

1,346 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q2 2017, worth a combined $65.1B — down 1.7% from $66.2B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new USB positions and 65 closed out — a net gain of 9 holders — while 464 added to existing stakes and 560 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $640M. The largest seller was Credit Suisse, cutting an estimated $559M.

  • 1,346 institutional investors held US Bancorp (USB) as of Q2 2017, down from 1,352 in Q1 2017.
  • Funds reported $65.1B of US Bancorp stock for Q2 2017, down 1.7% quarter-over-quarter.
  • 74 funds opened new US Bancorp positions in Q2 2017 and 65 closed out, a net change of +9 holders.
  • The largest US Bancorp buyer in Q2 2017 was Janus Henderson Group, an estimated $640M added.
  • The largest US Bancorp seller in Q2 2017 was Credit Suisse, an estimated $559M sold.

Based on aggregated 13F filings for Q2 2017.