We are live on ! Find out more
USB icon

US Bancorp

1,205 hedge funds and large institutions have $50.7B invested in US Bancorp in 2016 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 470 increasing their positions, 468 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $353M | Put options by funds: $219M

14% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 58

1% more capital invested

Capital invested by funds: $50.3B → $50.7B (+$397M)

0% more repeat investments, than reductions

Existing positions increased: 470 | Existing positions reduced: 468

0.38% less ownership

Funds ownership: 73.39%73.01% (-0.38%)

0% less funds holding

Funds holding: 1,2101,205 (-5)

11% less funds holding in top 10

Funds holding in top 10: 5751 (-6)

Holders
1,205
Holders Change
-5
Holders Change %
-0.41%
% of All Funds
32.15%
Holding in Top 10
51
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.53%
% of All Funds
1.36%
New
66
Increased
470
Reduced
468
Closed
58
Calls
$353M
Puts
$219M
Net Calls
+$134M
Net Calls Change
+$206M
Name Holding Trade Value Shares
Change
Change in
Stake
SHCM
1001
Stokes & Hubbell Capital Management
Louisiana
$319K
AP
1002
AHL Partners
United Kingdom
$318K +$328K +7,887 New
TCM
1003
Twin Capital Management
Pennsylvania
$316K
MBT
1004
Montecito Bank & Trust
California
$316K +$1.04K +25 +0.3%
FAM
1005
Fenimore Asset Management
New York
$314K +$18.7K +450 +6%
BFIM
1006
Beese Fulmer Investment Management
Ohio
$312K -$2.29K -55 -0.7%
PAM
1007
Peak Asset Management
Colorado
$309K +$50.1K +1,204 +19%
JFA
1008
JNBA Financial Advisors
Minnesota
$308K
DSN
1009
D. Scott Neal
Kentucky
$306K +$1.71K +41 +0.5%
NME
1010
Notis-McConarty Edward
$304K -$319K -7,655 -50%
SPC
1011
Sigma Planning Corp
Michigan
$304K +$24.4K +586 +8%
WC
1012
Whitnell & Co
Illinois
$301K +$34.3K +825 +12%
PFBT
1013
Parkside Financial Bank & Trust
Missouri
$300K -$56.9K -1,366 -15%
AAM
1014
Aureus Asset Management
Massachusetts
$299K +$309K +7,420 New
MCWS
1015
McKinley Carter Wealth Services
West Virginia
$298K
MPAM
1016
Murphy Pohlad Asset Management
Minnesota
$296K +$29.1K +700 +11%
BOS
1017
Bank of Stockton
California
$293K -$13.2K -318 -4%
NFG
1018
Next Financial Group
Texas
$291K +$140K +3,362 +87%
HCM
1019
Heathbridge Capital Management
Ontario, Canada
$290K -$20.8K -500 -6%
ICAS
1020
Investors Capital Advisory Services
Massachusetts
$289K +$69.5K +1,669 +30%
Handelsbanken Fonder
1021
Handelsbanken Fonder
Sweden
$288K
BO
1022
BRR OpCo
Ohio
$283K
NFC
1023
Northeast Financial Consultants
Connecticut
$279K
NB
1024
Nicolet Bankshares
Wisconsin
$273K -$21.9K -526 -7%
MIM
1025
Marco Investment Management
Georgia
$273K

USB Hedge Fund Activity: Q2 2016 in Review

1,205 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q2 2016, worth a combined $50.7B — up 0.79% from $50.3B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new USB positions and 58 closed out — a net gain of 8 holders — while 470 added to existing stakes and 468 trimmed.

The largest buyer was Credit Suisse, adding an estimated $301M. The largest seller was Royal London Asset Management, cutting an estimated $704M.

  • 1,205 institutional investors held US Bancorp (USB) as of Q2 2016, down from 1,210 in Q1 2016.
  • Funds reported $50.7B of US Bancorp stock for Q2 2016, up 0.79% quarter-over-quarter.
  • 66 funds opened new US Bancorp positions in Q2 2016 and 58 closed out, a net change of +8 holders.
  • The largest US Bancorp buyer in Q2 2016 was Credit Suisse, an estimated $301M added.
  • The largest US Bancorp seller in Q2 2016 was Royal London Asset Management, an estimated $704M sold.

Based on aggregated 13F filings for Q2 2016.