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US Bancorp

1,351 hedge funds and large institutions have $66.2B invested in US Bancorp in 2017 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 449 increasing their positions, 587 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 68

43% more call options, than puts

Call options by funds: $443M | Put options by funds: $310M

3% more funds holding

Funds holding: 1,3121,351 (+39)

1% more capital invested

Capital invested by funds: $65.5B → $66.2B (+$716M)

0.93% more ownership

Funds ownership: 75.05%75.98% (+0.93%)

19% less funds holding in top 10

Funds holding in top 10: 9678 (-18)

24% less repeat investments, than reductions

Existing positions increased: 449 | Existing positions reduced: 587

Holders
1,351
Holders Change
+39
Holders Change %
+2.97%
% of All Funds
33.63%
Holding in Top 10
78
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-18.75%
% of All Funds
1.94%
New
120
Increased
449
Reduced
587
Closed
68
Calls
$443M
Puts
$310M
Net Calls
+$133M
Net Calls Change
-$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WA1
851
Wimmer Associates 1
California
$1.04M +$1.6K +30 +0.1%
CIM
852
Cambria Investment Management
California
$1.03M +$25.5K +478 +2%
VFA
853
Voya Financial Advisors
Connecticut
$1.03M +$121K +2,263 +13%
CFMC
854
Curbstone Financial Management Corp
New Hampshire
$1.03M -$50.7K -950 -5%
DP
855
Dearborn Partners
Illinois
$1.03M
PAA
856
Peregrine Asset Advisers
Oregon
$1.03M
KFBMI
857
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.03M
ATC
858
Argent Trust Co
Tennessee
$1.02M -$45.3K -849 -4%
LOAME
859
Lombard Odier Asset Management (Europe)
United Kingdom
$1.02M -$303K -5,691 -22%
NHC
860
Nicholas Hoffman & Company
Georgia
$1.01M -$189K -3,545 -15%
PP
861
Palladium Partners
Virginia
$1.01M -$15.3K -287 -1%
OWP
862
Obermeyer Wealth Partners
Colorado
$1.01M
NBC
863
Neuberger Berman Canada
Ontario, Canada
$1.01M -$38.2K -717 -4%
FNB
864
Farmers National Bank
Kentucky
$1M +$8.85K +166 +0.7%
CSM
865
CAMG Solamere Management
North Carolina
$1M +$26.8K +502 +3%
GA
866
Geneva Advisors
Illinois
$1M -$231K -4,329 -18%
DPIM
867
Duff & Phelps Investment Management
Illinois
$992K -$37.3K -700 -4%
FMWA
868
Forvis Mazars Wealth Advisors
Missouri
$987K -$115K -2,157 -10%
NFA
869
Nuveen Fund Advisors
Illinois
$985K -$70.3K -1,318 -6%
VHAM
870
Van Hulzen Asset Management
California
$977K -$1.95M -36,497 -66%
AIA
871
Allegis Investment Advisors
Idaho
$961K -$1.17K -22 -0.1%
BP
872
Ballentine Partners
Massachusetts
$953K +$391K +7,329 +66%
ACM
873
Azimuth Capital Management
Michigan
$951K +$34.1K +639 +4%
LJHT
874
Laurie J. Hall Trustee
$947K -$5.33K -100 -0.5%
SF
875
Synovus Financial
Georgia
$939K -$52.8K -991 -5%

USB Hedge Fund Activity: Q1 2017 in Review

1,351 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q1 2017, worth a combined $66.2B — up 1.1% from $65.5B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new USB positions and 68 closed out — a net gain of 52 holders — while 449 added to existing stakes and 587 trimmed.

The largest buyer was BlackRock, adding an estimated $5.7B. The largest seller was AllianceBernstein, cutting an estimated $487M.

  • 1,351 institutional investors held US Bancorp (USB) as of Q1 2017, up from 1,312 in Q4 2016.
  • Funds reported $66.2B of US Bancorp stock for Q1 2017, up 1.1% quarter-over-quarter.
  • 120 funds opened new US Bancorp positions in Q1 2017 and 68 closed out, a net change of +52 holders.
  • The largest US Bancorp buyer in Q1 2017 was BlackRock, an estimated $5.7B added.
  • The largest US Bancorp seller in Q1 2017 was AllianceBernstein, an estimated $487M sold.

Based on aggregated 13F filings for Q1 2017.