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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
TSW
976
Thompson Siegel & Walmsley
Virginia
$64K
NES
977
New England Securities
New York
$60K +$13.9K +375 +30%
FFC
978
First Financial Corp
Indiana
$58K
HTHT
979
Hemenway Trust Hemenway Trust
New Hampshire
$56K +$56.9K +1,538 New
RI
980
Redwood Investments
Massachusetts
$55K
DIA
981
Davidson Investment Advisors
Montana
$54K
FANJ
982
Financial Architects (New Jersey)
New Jersey
$53K -$5.67K -153 -10%
PAS
983
Partnervest Advisory Services
California
$53K
WA
984
Waverly Advisors
Alabama
$52K +$53K +1,431 New
AWMS
985
Advocacy Wealth Management Services
Georgia
$49K +$47.6K +1,285 New
IWC
986
Integrated Wealth Counsel
California
$48.7K
ST
987
Spot Trading
Illinois
$48K -$136K -3,672 -74%
CAL
988
Capital Analysts LLC
Pennsylvania
$46.4K +$23.7K +640 +102%
HR
989
Howe & Rusling
New York
$41K +$37 +1 +0.1%
LNB
990
Ledyard National Bank
$40K -$11.8K -320 -23%
SIA
991
SeaBridge Investment Advisors
New Jersey
$40K
Carson Wealth (CWM LLC)
992
Carson Wealth (CWM LLC)
Nebraska
$36K +$36.6K +988 New
MP
993
Manifold Partners
California
$35K -$24.1K -650 -41%
MBT
994
Monroe Bank & Trust
Michigan
$33K
FNBSF
995
First National Bank Sioux Falls
South Dakota
$28K
RFA
996
Reilly Financial Advisors
California
$27K +$14.8K +400 +117%
MCM
997
Mazama Capital Management
Oregon
$26K -$723K -19,514 -96%
CPA
998
Cowen Prime Advisors
New York
$26K -$852 -23 -3%
GXMC
999
Global X Management Company
New York
$25K -$12.5K -337 -33%
BCI
1000
Brinker Capital Investments
Pennsylvania
$24K +$24.1K +650 New

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.