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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
AAM
876
Autus Asset Management
Arizona
$585K -$113K -2,670 -16%
BBNB
877
Baker Boyer National Bank
Washington
$584K
CCG
878
Cypress Capital Group
Florida
$572K -$4.25K -100 -0.7%
VIA
879
Virtus Investment Advisers
Connecticut
$568K +$562K +13,236 New
FNBOH
880
First National Bank of Hutchinson
Kansas
$567K +$567K +13,356 New
LDB
881
Lee, Danner & Bass
Tennessee
$566K -$2.12K -50 -0.4%
Aristotle Capital Management
882
Aristotle Capital Management
California
$558K
PJSIMP
883
P.J. Schmidt Investment Management (PJS)
Wisconsin
$542K +$59.5K +1,400 +12%
AI
884
Atria Investments
North Carolina
$541K +$61.1K +1,439 +13%
CAS
885
Cue Advisory Services
Arizona
$539K +$7.65K +180 +1%
EWM
886
Empirical Wealth Management
Washington
$538K +$115K +2,703 +27%
BCM
887
BTR Capital Management
California
$534K +$277K +6,530 +110%
FB
888
Fulton Bank
Pennsylvania
$533K -$8.84K -208 -2%
GXMC
889
Global X Management Company
New York
$532K +$449K +10,569 +579%
EWA
890
EP Wealth Advisors
California
$530K -$77.9K -1,833 -13%
BCP
891
Blue Chip Partners
Michigan
$530K +$75.2K +1,770 +17%
BWA
892
Burt Wealth Advisors
Maryland
$528K
HAG
893
HighPoint Advisor Group
Illinois
$522K -$21.3K -501 -4%
GF
894
Gerstein Fisher
New York
$522K +$23.5K +554 +5%
NFG
895
Next Financial Group
Texas
$522K +$209K +4,927 +68%
BWAM
896
Boyd Watterson Asset Management
Ohio
$515K
MFS
897
MSI Financial Services
Massachusetts
$511K -$53.1K -1,250 -9%
SC
898
Savant Capital
Illinois
$511K -$7.22K -170 -1%
AAM
899
Auxier Asset Management
Oregon
$500K
YP
900
Yellowstone Partners
Idaho
$498K +$47.6K +1,120 +11%

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.