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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
ECM
1001
ETrade Capital Management
Virginia
$23K -$38.2K -1,032 -62%
GGPS
1002
Gary Goldberg Planning Services
New York
$21K
ZTNA
1003
Zions Trust National Association
Utah
$21K
NIM
1004
NuWave Investment Management
New Jersey
$20K +$1.63K +44 +9%
FMP
1005
Financial Management Professionals
Texas
$15K
ST
1006
Smithfield Trust
Pennsylvania
$15K
PVH
1007
Psagot Value Holdings
Israel
$14K
CCM
1008
Chilton Capital Management
Texas
$12.6K
TWI
1009
Thomas White International
Illinois
$12K -$209K -5,636 -95%
SSB
1010
Sandy Spring Bank
Maryland
$11K
RIA
1011
Regal Investment Advisors
Michigan
$9K
UB
1012
UMB Bank
Missouri
$7.73K -$853K -23,026 -10%
AC
1013
Alexandria Capital
Virginia
$7K
MWP
1014
MYCIO Wealth Partners
Pennsylvania
$7K +$37 +1 +0.5%
WIL
1015
Winifred I. Li
$5K -$1.63K -44 -25%
S
1016
SignatureFD
Georgia
$5K +$4.81K +130 New
PC
1017
Polar Capital
United Kingdom
$4.92K +$4.65M +125,680 +1,428%
EFS
1018
Essex Financial Services
Connecticut
$4.5K +$119K +3,205 +3%
SFSIG
1019
San Francisco Sentry Investment Group
California
$4K
QAM
1020
QCI Asset Management
New York
$3K -$92.6K -2,500 -97%
CP
1021
Corbenic Partners
Pennsylvania
$3K
HDIM
1022
Hanson & Doremus Investment Management
Vermont
$3K +$3.22K +87 New
CCT
1023
Capital City Trust
Florida
$2.05K +$44.9K +1,213 +2%
EWM
1024
Edge Wealth Management
New York
$2K
NYLT
1025
New York Life Trust
New York
$2K +$259 +7 +12%

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.