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US Bancorp
USB

Overview Fund Activity

1,161 hedge funds and large institutions have $52.2B invested in US Bancorp in 2015 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 423 increasing their positions, 452 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
-7
Holders Change %
-0.6%
% of All Funds
32.45%
Holding in Top 10
71
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+14.52%
% of All Funds
1.98%
New
64
Increased
423
Reduced
452
Closed
64
Calls
$395M
Puts
$195M
Net Calls
+$200M
Net Calls Change
+$85.9M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$604M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$215M
3
Bank of America
Bank of America
North Carolina
+$173M
4
AIM
abrdn Investment Management
United Kingdom
+$147M
5
CIP
Cornerstone Investment Partners
Georgia
+$88.1M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$220M
2
SOMRS
State of Michigan Retirement System
Michigan
-$181M
3
State Street
State Street
Massachusetts
-$159M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$153M
5
SA
SQ Advisors
Florida
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCG
951
Ruggie Capital Group
Florida
$326K – – –
WIC
952
Woodmont Investment Counsel
Tennessee
$324K +$3.08K +75 +1%
SHCM
953
Stokes & Hubbell Capital Management
Louisiana
$324K +$324K +7,900 New
WTC
954
WhitTier Trust Company
Nevada
$321K – – –
LWM
955
Lenox Wealth Management
Ohio
$321K +$2.67K +65 +0.8%
MCWS
956
McKinley Carter Wealth Services
West Virginia
$320K -$9.89K -241 -3%
SIM
957
Sonora Investment Management
Arizona
$319K +$319K +7,875 New
AP
958
Appleton Partners
Massachusetts
$317K +$317K +7,725 New
MA
959
MCF Advisors
Kentucky
$316K -$19.7K -480 -6%
BOS
960
Bank of Stockton
California
$315K – – –
JFA
961
JNBA Financial Advisors
Minnesota
$313K +$75.3K +1,838 +32%
EVM
962
Evelyn V. Moreno
$312K +$10.8K +263 +4%
WF
963
WealthTrust Fairport
Ohio
$308K +$164 +4 +0.1%
DSN
964
D. Scott Neal
Kentucky
$306K -$6.68K -163 -2%
MBT
965
Montecito Bank & Trust
California
$303K +$20.5K +500 +7%
HW
966
Hancock Whitney
Mississippi
$301K -$13.2M -321,268 -98%
FAM
967
Fenimore Asset Management
New York
$301K – – –
ALA
968
Atherton Lane Advisers
California
$299K – – –
DIA
969
Davidson Investment Advisors
Montana
$299K +$156K +3,812 +109%
SFWA
970
Summit Financial Wealth Advisors
Louisiana
$290K – – –
FWM
971
Frontier Wealth Management
Missouri
$290K +$290K +7,081 New
SS
972
Sunbelt Securities
Texas
$289K +$33.4K +813 +13%
LH
973
Lebenthal Holdings
New York
$288K -$118K -2,881 -29%
CAG
974
Crestwood Advisors Group
Massachusetts
$288K -$16.3K -398 -5%
CSMF
975
Charles Stewart Mott Foundation
Michigan
$288K +$288K +7,011 New
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39
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