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
NIC
851
Northwest Investment Counselors
Oregon
$371K +$19.5K +526 +5%
KIA
852
KCM Investment Advisors
California
$371K +$86.1K +2,325 +30%
JCM
853
Jag Capital Management
Missouri
$370K
MIC
854
MU Investments Company
Japan
$367K -$148K -4,000 -28%
CS
855
Comerica Securities
Michigan
$366K +$59.7K +1,612 +19%
MCM
856
Maryland Capital Management
Maryland
$365K
ST
857
Semper Trust
Pennsylvania
$362K -$11.1K -300 -3%
HCM
858
Heathbridge Capital Management
Ontario, Canada
$357K
MIP
859
Marietta Investment Partners
Wisconsin
$356K
MIM
860
Marco Investment Management
Georgia
$355K
SOAMC
861
Spirit of America Management Corp
New York
$355K
MCI
862
McDonald Capital Investors
California
$353K
FGP
863
Foyston, Gordon, & Payne
Ontario, Canada
$349K
CFS
864
Community Financial System
New York
$344K +$192K +5,197 +124%
GF
865
Gerstein Fisher
New York
$336K +$6.81K +184 +2%
CCMG
866
Clark Capital Management Group
Pennsylvania
$332K -$43.2K -1,168 -11%
MHC
867
Meyer Handelman Company
New York
$329K
BFEC
868
Benjamin F. Edwards & Company
Missouri
$328K -$13.6K -368 -4%
1IA
869
1834 Investment Advisors
Wisconsin
$324K
AIC
870
Atlantic Investment Company
Georgia
$319K
SAMC
871
Shinko Asset Management Company
Japan
$318K -$74.1K -2,000 -19%
CS
872
Cannell & Spears
New York
$318K +$322K +8,690 New
MIU
873
Man Investments (UK)
United Kingdom
$311K +$315K +8,495 New
CIBC World Market
874
CIBC World Market
Ontario, Canada
$309K +$47.4K +1,280 +18%
AT
875
Acadia Trust
Maine
$308K +$34.1K +920 +12%

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.