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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
HVIA
876
Hudson Valley Investment Advisors
New York
$308K +$65.7K +1,775 +27%
DWA
877
Douglass Winthrop Advisors
New York
$307K +$8.33K +225 +3%
SF
878
Sarofim Fayez
Texas
$307K +$311K +8,405 New
JRP
879
Jasper Ridge Partners
California
$305K -$164K -4,419 -35%
BDF
880
Balasa Dinverno & Foltz
$305K +$2.22K +60 +0.7%
GAM
881
Gotham Asset Management
New York
$292K +$1.74K +47 +0.6%
Fisher Asset Management
882
Fisher Asset Management
Washington
$290K -$20.6K -556 -7%
WTC
883
WhitTier Trust Company
Nevada
$287K +$44.4K +1,200 +18%
AA
884
Ancora Advisors
Ohio
$283K +$1.85K +50 +0.7%
ICAS
885
Investors Capital Advisory Services
Massachusetts
$283K +$5.41K +146 +2%
IB
886
Intrust Bank
Kansas
$281K -$38.7K -1,044 -12%
GIM
887
Gyrus Investment Management
Ontario, Canada
$277K -$7.41K -200 -3%
JIR
888
James Investment Research
Ohio
$277K
SIM
889
Sigma Investment Management
Oregon
$277K
PPSG
890
Princeton Portfolio Strategies Group
New Jersey
$275K
SI
891
Scout Investments
Missouri
$273K
MBT
892
Montecito Bank & Trust
California
$271K +$2.3K +62 +0.8%
HW
893
Hancock Whitney
Mississippi
$269K -$32.7K -883 -11%
FAM
894
Fenimore Asset Management
New York
$268K
FAMT
895
Fenimore Asset Management Trust
New York
$268K +$271K +7,331 New
ALA
896
Atherton Lane Advisers
California
$267K
OA
897
Outfitter Advisors
Virginia
$265K +$5.15K +139 +2%
ISB
898
Iowa State Bank
Iowa
$265K +$62.3K +1,683 +30%
MAM
899
Marquette Asset Management
Minnesota
$264K +$267K +7,209 New
CGT
900
Capital Guardian Trust
California
$260K

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.