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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
BC
926
Banced Corp
Illinois
$222K +$225K +6,078 New
MS
927
Madison Scottsdale
Arizona
$219K -$148K -4,000 -40%
TCM
928
Telos Capital Management
California
$218K +$220K +5,943 New
FWM
929
Focused Wealth Management
New York
$218K +$220K +5,949 New
DVM
930
Dreman Value Management
Florida
$217K +$220K +5,942 New
PPCM
931
Pillar Pacific Capital Management
California
$216K
TSWM
932
Triangle Securities Wealth Management
North Carolina
$215K -$6.67K -180 -3%
CNBT
933
Canandaigua National Bank & Trust
New York
$212K -$13.5K -365 -6%
VFS
934
VSR Financial Services
Kansas
$212K +$6.52K +176 +3%
MVP
935
Missouri Valley Partners
Missouri
$211K -$2.86M -77,288 -93%
WMSA
936
Weiss Multi-Strategy Advisers
New York
$211K +$213K +5,760 New
TWA
937
TCI Wealth Advisors
Arizona
$207K
AI
938
Atria Investments
North Carolina
$204K -$3.15K -85 -2%
FIM
939
Fruth Investment Management
Texas
$204K
VDBMI
940
Van Den Berg Management I
Texas
$203K
SBWM
941
Sunflower Bank Wealth Management
Arizona
$202K +$204K +5,519 New
MCM
942
MAI Capital Management
Ohio
$202K +$204K +5,522 New
ARMC
943
American Research & Management Company
Massachusetts
$201K -$1.19K -32 -0.6%
FBA
944
Front Barnett Associates
Illinois
$200K -$2.78K -75 -1%
AW
945
Alpha Windward
Massachusetts
$193K +$2.19K +59 +1%
MBE
946
Michael B. Elefante
$191K +$926 +25 +0.5%
CAW
947
Cornerstone Advisors (Washington)
Washington
$191K +$185K +5,000 +2,242%
HFM
948
Hartford Financial Management
Connecticut
$182K
SSG
949
Summit Securities Group
New York
$176K +$174K +4,700 +4,700%
AIM
950
Acropolis Investment Management
Missouri
$171K -$2.3K -62 -1%

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.