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US Bancorp

1,346 hedge funds and large institutions have $65.1B invested in US Bancorp in 2017 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 464 increasing their positions, 560 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $342M | Put options by funds: $279M

14% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 65

0% less funds holding

Funds holding: 1,3521,346 (-6)

2% less capital invested

Capital invested by funds: $66.2B → $65.1B (-$1.1B)

1.52% less ownership

Funds ownership: 75.98%74.46% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 7866 (-12)

17% less repeat investments, than reductions

Existing positions increased: 464 | Existing positions reduced: 560

Holders
1,346
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
33.55%
Holding in Top 10
66
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-15.38%
% of All Funds
1.65%
New
74
Increased
464
Reduced
560
Closed
65
Calls
$342M
Puts
$279M
Net Calls
+$62.5M
Net Calls Change
-$70.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
876
Redmond Asset Management
Virginia
$922K +$2.63K +51 +0.3%
CEP
877
Chicago Equity Partners
Illinois
$916K -$5.02M -97,385 -85%
CIM
878
CIM Investment Management
Pennsylvania
$916K -$15.3K -297 -2%
KCPG
879
Kavar Capital Partners Group
Kansas
$912K -$8.86K -172 -1%
NFA
880
Nuveen Fund Advisors
Illinois
$893K -$99.2K -1,925 -10%
LSV Asset Management
881
LSV Asset Management
Illinois
$893K
PJSIMP
882
P.J. Schmidt Investment Management (PJS)
Wisconsin
$893K +$23.2K +450 +3%
VWM
883
Venturi Wealth Management
Texas
$891K +$361K +7,000 +69%
CSIC
884
Clifford Swan Investment Counsel
California
$890K -$51.5K -1,000 -6%
CCM
885
Covington Capital Management
California
$871K -$5.15K -100 -0.6%
FCFC
886
First Commonwealth Financial Corp
Pennsylvania
$865K -$34.7K -673 -4%
TCM
887
Twin Capital Management
Pennsylvania
$864K +$107K +2,084 +14%
PK
888
Pflug Koory
Nebraska
$862K -$15.5K -300 -2%
BCP
889
Blue Chip Partners
Michigan
$855K +$28.5K +553 +3%
SCM
890
Schnieders Capital Management
California
$847K +$243K +4,725 +41%
CCP
891
Corient Capital Partners
California
$843K +$3.92K +76 +0.5%
CAL
892
Capital Analysts LLC
Pennsylvania
$842K +$83.4K +1,620 +11%
RWM
893
RKL Wealth Management
Pennsylvania
$838K +$364K +7,060 +77%
LWCFA
894
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$831K -$1.65K -32 -0.2%
RIM
895
Regent Investment Management
Kentucky
$827K
ITIM
896
Indiana Trust & Investment Management
Indiana
$825K -$13.2K -257 -2%
FC
897
FIC Capital
New York
$817K
PWM
898
Perigon Wealth Management
California
$813K -$15.5K -301 -2%
GCA
899
Gideon Capital Advisors
New York
$813K +$477K +9,262 +145%
GLA
900
Great Lakes Advisors
Illinois
$811K -$34.7K -673 -4%

USB Hedge Fund Activity: Q2 2017 in Review

1,346 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q2 2017, worth a combined $65.1B — down 1.7% from $66.2B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new USB positions and 65 closed out — a net gain of 9 holders — while 464 added to existing stakes and 560 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $640M. The largest seller was Credit Suisse, cutting an estimated $559M.

  • 1,346 institutional investors held US Bancorp (USB) as of Q2 2017, down from 1,352 in Q1 2017.
  • Funds reported $65.1B of US Bancorp stock for Q2 2017, down 1.7% quarter-over-quarter.
  • 74 funds opened new US Bancorp positions in Q2 2017 and 65 closed out, a net change of +9 holders.
  • The largest US Bancorp buyer in Q2 2017 was Janus Henderson Group, an estimated $640M added.
  • The largest US Bancorp seller in Q2 2017 was Credit Suisse, an estimated $559M sold.

Based on aggregated 13F filings for Q2 2017.