We are live on ! Find out more
USB icon

US Bancorp

1,028 hedge funds and large institutions have $47.9B invested in US Bancorp in 2013 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 377 increasing their positions, 425 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $514M | Put options by funds: $327M

21% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 56

1% more capital invested

Capital invested by funds: $47.3B → $47.9B (+$623M)

0.58% more ownership

Funds ownership: 70.83%71.42% (+0.58%)

0% more funds holding

Funds holding: 1,0231,028 (+5)

11% less funds holding in top 10

Funds holding in top 10: 6255 (-7)

11% less repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 425

Holders
1,028
Holders Change
+5
Holders Change %
+0.49%
% of All Funds
33.33%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
1.78%
New
68
Increased
377
Reduced
425
Closed
56
Calls
$514M
Puts
$327M
Net Calls
+$187M
Net Calls Change
+$4.77M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
776
Auxier Asset Management
Oregon
$620K
MPM
777
Meritage Portfolio Management
Kansas
$619K
B
778
Bailard
California
$618K +$626K +16,894 New
NB
779
Norinchukin Bank
Japan
$616K +$195K +5,262 +45%
RNS
780
Robert N. Shapiro
$611K +$18.1K +489 +3%
CCM
781
Carlson Capital Management
Minnesota
$609K -$11.6K -312 -2%
LCM
782
Logan Capital Management
Pennsylvania
$606K -$72.9K -1,968 -11%
Walleye Trading
783
Walleye Trading
New York
$599K -$2.35M -63,447 -79%
OC
784
Oarsman Capital
Wisconsin
$595K +$6.48K +175 +1%
ACI
785
Advance Capital I
Michigan
$593K -$1.19M -32,150 -66%
FBC
786
Fairfield, Bush & Co
Connecticut
$589K -$320K -8,650 -35%
WCM
787
Weston Capital Management
California
$585K
RBC
788
Ronald Blue & Co
Georgia
$581K +$255K +6,895 +77%
VanEck Associates
789
VanEck Associates
New York
$571K +$29.2K +788 +5%
SWM
790
Segment Wealth Management
Texas
$567K +$70.5K +1,905 +14%
CK
791
Cohen Klingenstein
New York
$560K
BJL
792
Brighton Jones LLC
Washington
$560K +$199K +5,370 +54%
OPCM
793
Osborne Partners Capital Management
California
$555K
FM
794
Forward Management
California
$546K -$7K -189 -1%
NAM
795
NTV Asset Management
West Virginia
$543K +$5.55K +150 +1%
GIS
796
Guardian Investor Services
New York
$542K -$11.8K -318 -2%
PCMK
797
Paragon Capital Management (Kansas)
Kansas
$531K -$102K -2,752 -16%
LDB
798
Lee, Danner & Bass
Tennessee
$523K
PTC
799
Provident Trust Company
Wisconsin
$521K
FM
800
Family Management
New York
$520K

USB Hedge Fund Activity: Q3 2013 in Review

1,028 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q3 2013, worth a combined $47.9B — up 1.3% from $47.3B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new USB positions and 56 closed out — a net gain of 12 holders — while 377 added to existing stakes and 425 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $134M. The largest seller was Citadel Advisors, cutting an estimated $216M.

  • 1,028 institutional investors held US Bancorp (USB) as of Q3 2013, up from 1,023 in Q2 2013.
  • Funds reported $47.9B of US Bancorp stock for Q3 2013, up 1.3% quarter-over-quarter.
  • 68 funds opened new US Bancorp positions in Q3 2013 and 56 closed out, a net change of +12 holders.
  • The largest US Bancorp buyer in Q3 2013 was Lord, Abbett & Co, an estimated $134M added.
  • The largest US Bancorp seller in Q3 2013 was Citadel Advisors, an estimated $216M sold.

Based on aggregated 13F filings for Q3 2013.