We are live on ! Find out more
USB icon

US Bancorp

1,118 hedge funds and large institutions have $57.7B invested in US Bancorp in 2014 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 397 increasing their positions, 458 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $442M | Put options by funds: $254M

1% more capital invested

Capital invested by funds: $57B → $57.7B (+$685M)

0.02% more ownership

Funds ownership: 73.24%73.26% (+0.02%)

1% less funds holding

Funds holding: 1,1261,118 (-8)

4% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 52

8% less funds holding in top 10

Funds holding in top 10: 7670 (-6)

13% less repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 458

Holders
1,118
Holders Change
-8
Holders Change %
-0.71%
% of All Funds
32.12%
Holding in Top 10
70
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-7.89%
% of All Funds
2.01%
New
50
Increased
397
Reduced
458
Closed
52
Calls
$442M
Puts
$254M
Net Calls
+$188M
Net Calls Change
-$156M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
1001
Reilly Financial Advisors
California
$225K +$137K +3,280 +172%
LCM
1002
LVM Capital Management
Michigan
$224K
BAM
1003
Berkshire Asset Management
Pennsylvania
$223K
QIM
1004
Quest Investment Management
Oregon
$223K
SBWM
1005
Sunflower Bank Wealth Management
Arizona
$222K -$16.7K -400 -7%
HIM
1006
Hillsdale Investment Management
Ontario, Canada
$221K -$8.35K -200 -4%
OMC
1007
Overbrook Management Corp
New York
$219K
BIA
1008
Biondo Investment Advisors
Pennsylvania
$217K
CCM
1009
Cohen Capital Management
California
$217K
LOCB
1010
Lombard Odier & Cie (Bahamas)
Bahamas
$217K
HFM
1011
Hartford Financial Management
Connecticut
$216K
NES
1012
New England Securities
New York
$214K -$63.6K -1,523 -24%
GLRA
1013
Gerald L. Ray & Associates
Texas
$213K
SCM
1014
Suffolk Capital Management
New York
$212K +$205K +4,900 New
BCM
1015
BTR Capital Management
California
$211K
SWM
1016
SVA Wealth Management
Wisconsin
$211K +$42 +1 +0%
SIM
1017
Sadoff Investment Management
Wisconsin
$209K
AWA
1018
ARS Wealth Advisors
Florida
$208K
DCM
1019
Donaldson Capital Management
Indiana
$206K
IPC
1020
Independent Portfolio Consultants
Florida
$206K +$199K +4,762 New
WA
1021
WBH Advisory
Maryland
$204K -$6.22K -149 -3%
BWP
1022
Baldwin Wealth Partners
Massachusetts
$204K
FNFDCM
1023
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$204K
HPC
1024
HM Payson & Co
Maine
$203K
FBA
1025
Front Barnett Associates
Illinois
$202K -$3.13K -75 -2%

USB Hedge Fund Activity: Q2 2014 in Review

1,118 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q2 2014, worth a combined $57.7B — up 1.2% from $57B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of USB and 50 opened new positions — a net loss of 2 holders — while 458 trimmed existing stakes and 397 added.

The largest buyer was Norges Bank, adding an estimated $503M. The largest seller was T. Rowe Price Associates, cutting an estimated $686M.

  • 1,118 institutional investors held US Bancorp (USB) as of Q2 2014, down from 1,126 in Q1 2014.
  • Funds reported $57.7B of US Bancorp stock for Q2 2014, up 1.2% quarter-over-quarter.
  • 50 funds opened new US Bancorp positions in Q2 2014 and 52 closed out, a net change of -2 holders.
  • The largest US Bancorp buyer in Q2 2014 was Norges Bank, an estimated $503M added.
  • The largest US Bancorp seller in Q2 2014 was T. Rowe Price Associates, an estimated $686M sold.

Based on aggregated 13F filings for Q2 2014.