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US Bancorp
USB

Overview Fund Activity

1,101 hedge funds and large institutions have $53.4B invested in US Bancorp in 2013 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 387 increasing their positions, 412 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,101
Holders Change
+73
Holders Change %
+7.1%
% of All Funds
31.98%
Holding in Top 10
68
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+23.64%
% of All Funds
1.98%
New
128
Increased
387
Reduced
412
Closed
42
Calls
$467M
Puts
$471M
Net Calls
-$4.2M
Net Calls Change
-$191M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$355M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$309M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$138M
4
CGI
CI Global Investments
California
+$121M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$116M

Top Sellers

1
Citigroup
Citigroup
New York
-$306M
2
BA
BlackRock Advisors
Delaware
-$212M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$186M
4
Citadel Advisors
Citadel Advisors
Florida
-$141M
5
EAM
Edge Asset Management
Washington
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
CEP
801
Chicago Equity Partners
Illinois
$653K +$653K +16,165 New
BFPW
802
BOK Financial Private Wealth
Colorado
$650K -$59.5K -1,474 -8%
OC
803
Oarsman Capital
Wisconsin
$650K -$8.09K -200 -1%
WCM
804
Weston Capital Management
California
$646K – – –
WIS
805
Wright Investors Service
Connecticut
$645K -$107K -2,643 -14%
PWM
806
Perigon Wealth Management
California
$645K +$645K +15,966 New
LIM
807
Loudon Investment Management
New Hampshire
$645K +$645K +15,966 New
ICOA
808
Investment Centers of America
North Dakota
$644K -$151K -4,142 -19%
BCM
809
Bluefin Capital Management
New York
$630K +$163K +4,045 +35%
FMLI
810
Fukoku Mutual Life Insurance
Japan
$626K -$101K -2,500 -14%
BJL
811
Brighton Jones LLC
Washington
$623K +$5.41K +134 +0.9%
RBC
812
Ronald Blue & Co
Georgia
$620K -$22.3K -552 -3%
CK
813
Cohen Klingenstein
New York
$618K – – –
LJAC
814
L.J. Altfest & Co
New York
$615K +$615K +15,230 New
NME
815
Notis-McConarty Edward
$614K +$614K +15,195 New
HCC
816
Hirtle Callaghan & Co
Pennsylvania
$610K +$486K +11,956 +392%
WIM
817
Weitz Investment Management
Nebraska
$606K -$202K -5,000 -25%
OPCM
818
Osborne Partners Capital Management
California
$602K -$10.9K -270 -2%
FM
819
Forward Management
California
$602K -$767 -19 -0.1%
NAM
820
NTV Asset Management
West Virginia
$599K – – –
FBC
821
Fairfield, Bush & Co
Connecticut
$597K -$53.3K -1,320 -8%
GIS
822
Guardian Investor Services
New York
$595K -$3.19K -79 -0.5%
MCM
823
Manchester Capital Management
Vermont
$595K +$40.4K +1,000 +7%
PCMK
824
Paragon Capital Management (Kansas)
Kansas
$587K -$485 -12 -0.1%
RPGK
825
Retirement Planning Group (Kansas)
Kansas
$586K +$586K +14,500 New
31 32
33
34 35