We are live on ! Find out more
USB icon

US Bancorp

1,195 hedge funds and large institutions have $53.7B invested in US Bancorp in 2016 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 444 increasing their positions, 494 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $384M | Put options by funds: $191M

14% more funds holding in top 10

Funds holding in top 10: 5158 (+7)

6% more capital invested

Capital invested by funds: $50.7B → $53.7B (+$2.99B)

6% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 54

0.76% more ownership

Funds ownership: 73.01%73.77% (+0.76%)

1% less funds holding

Funds holding: 1,2051,195 (-10)

10% less repeat investments, than reductions

Existing positions increased: 444 | Existing positions reduced: 494

Holders
1,195
Holders Change
-10
Holders Change %
-0.83%
% of All Funds
31.88%
Holding in Top 10
58
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.73%
% of All Funds
1.55%
New
57
Increased
444
Reduced
494
Closed
54
Calls
$384M
Puts
$191M
Net Calls
+$193M
Net Calls Change
+$59.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CK
851
Cohen Klingenstein
New York
$656K
CCA
852
Checchi Capital Advisers
California
$656K +$27.1K +639 +4%
LWCFA
853
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$655K -$1.36K -32 -0.2%
FC
854
FIC Capital
New York
$653K -$6.2K -146 -0.9%
LJAC
855
L.J. Altfest & Co
New York
$653K
HVIA
856
Hudson Valley Investment Advisors
New York
$650K -$6.37K -150 -1%
CM
857
Crestline Management
Texas
$643K +$637K +15,000 New
IB
858
Intrust Bank
Kansas
$642K -$9.56K -225 -1%
ACM
859
Azimuth Capital Management
Michigan
$642K +$23.2K +547 +4%
PAG
860
Private Advisor Group
New Jersey
$637K -$173K -4,061 -21%
ONB
861
Old National Bancorp
Indiana
$637K +$14K +330 +2%
CC
862
Courier Capital
New York
$632K -$6.37K -150 -1%
LCP
863
Legacy Capital Partners
Wisconsin
$628K +$6.37K +150 +1%
FPCG
864
Fort Pitt Capital Group
Pennsylvania
$626K +$3.31K +78 +0.5%
CAM
865
Cypress Asset Management
Texas
$620K -$6.37K -150 -1%
FCBT
866
First Citizens Bank & Trust
North Carolina
$615K -$144K -3,401 -19%
TIM
867
Thompson Investment Management
Wisconsin
$615K -$8.5K -200 -1%
IP
868
Isthmus Partners
Wisconsin
$610K
EDRIA
869
Edmonds Duncan Registered Investment Advisors
Kansas
$609K
WSTAM
870
Wilbanks Smith & Thomas Asset Management
Virginia
$606K -$246K -5,798 -29%
CA
871
Callahan Advisors
Texas
$600K -$85K -2,000 -13%
TB
872
Terril Brothers
Missouri
$600K
NAM
873
NTV Asset Management
West Virginia
$598K
ARMT
874
Amica Retiree Medical Trust
Rhode Island
$590K
SMC
875
Smith, Moore & Co
Missouri
$589K +$2.17K +51 +0.4%

USB Hedge Fund Activity: Q3 2016 in Review

1,195 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q3 2016, worth a combined $53.7B — up 5.9% from $50.7B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new USB positions and 54 closed out — a net gain of 3 holders — while 444 added to existing stakes and 494 trimmed.

The largest buyer was Credit Suisse, adding an estimated $349M. The largest seller was Fidelity Investments, cutting an estimated $258M.

  • 1,195 institutional investors held US Bancorp (USB) as of Q3 2016, down from 1,205 in Q2 2016.
  • Funds reported $53.7B of US Bancorp stock for Q3 2016, up 5.9% quarter-over-quarter.
  • 57 funds opened new US Bancorp positions in Q3 2016 and 54 closed out, a net change of +3 holders.
  • The largest US Bancorp buyer in Q3 2016 was Credit Suisse, an estimated $349M added.
  • The largest US Bancorp seller in Q3 2016 was Fidelity Investments, an estimated $258M sold.

Based on aggregated 13F filings for Q3 2016.