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US Bancorp
USB

Overview Fund Activity

1,125 hedge funds and large institutions have $57B invested in US Bancorp in 2014 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 390 increasing their positions, 460 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,125
Holders Change
+24
Holders Change %
+2.18%
% of All Funds
32.51%
Holding in Top 10
76
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.76%
% of All Funds
2.2%
New
86
Increased
390
Reduced
460
Closed
52
Calls
$666M
Puts
$322M
Net Calls
+$344M
Net Calls Change
+$348M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$320M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$257M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$241M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$149M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$144M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$215M
2
Ameriprise
Ameriprise
Minnesota
-$186M
3
State Street
State Street
Massachusetts
-$113M
4
Harris Associates
Harris Associates
Illinois
-$105M
5
Invesco
Invesco
Georgia
-$74.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
776
Foundry Partners
Minnesota
$793K -$280K -6,525 -26%
CWP
777
Capital Wealth Planning
Florida
$793K +$793K +18,500 New
MIS
778
Morningstar Investment Services
Illinois
$774K -$11.4M -265,079 -94%
PCM
779
Perkins Capital Management
Minnesota
$773K -$163K -3,795 -17%
MRCM
780
M&R Capital Management
New Jersey
$773K +$21.4K +500 +3%
LWCFA
781
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$765K +$11.8K +275 +2%
FB
782
Fulton Bank
Pennsylvania
$763K +$3.34K +78 +0.4%
AB
783
AT Bancorp
Iowa
$749K +$4.63K +108 +0.6%
CCT
784
Country Club Trust
Missouri
$748K – – –
ST
785
Sentinel Trust
Texas
$741K -$20K -467 -3%
HT
786
HighTower Trust
Texas
$737K – – –
CFS
787
Community Financial System
New York
$737K +$126K +2,945 +21%
WTIM
788
Wilmington Trust Investment Management
Delaware
$734K -$617K -14,400 -46%
AAM
789
Auxier Asset Management
Oregon
$727K – – –
MPM
790
Meritage Portfolio Management
Kansas
$725K – – –
CAM
791
Cypress Asset Management
Texas
$713K -$55.8K -1,300 -7%
LCM
792
Logan Capital Management
Pennsylvania
$712K -$1.8K -42 -0.3%
MA
793
Montag & Associates
Georgia
$706K +$706K +16,476 New
TNBTD
794
Trustmark National Bank Trust Department
Mississippi
$696K -$433K -10,100 -38%
Aristotle Capital Management
795
Aristotle Capital Management
California
$694K -$55.7K -1,300 -7%
PWM
796
Perigon Wealth Management
California
$694K +$9.43K +220 +1%
BFPW
797
BOK Financial Private Wealth
Colorado
$691K +$1.24K +29 +0.2%
OC
798
Oarsman Capital
Wisconsin
$691K +$2.14K +50 +0.3%
LIM
799
Loudon Investment Management
New Hampshire
$684K – – –
RBC
800
Ronald Blue & Co
Georgia
$684K +$26.6K +621 +4%
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