We are live on ! Find out more
USB icon

US Bancorp

1,322 hedge funds and large institutions have $66.7B invested in US Bancorp in 2017 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 469 increasing their positions, 545 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $386M | Put options by funds: $267M

2% more capital invested

Capital invested by funds: $65.1B → $66.7B (+$1.59B)

0% more ownership

Funds ownership: 74.46%74.47% (+0%)

2% less funds holding

Funds holding: 1,3451,322 (-23)

3% less funds holding in top 10

Funds holding in top 10: 6664 (-2)

14% less repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 545

15% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 71

Holders
1,322
Holders Change
-23
Holders Change %
-1.71%
% of All Funds
32.96%
Holding in Top 10
64
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.03%
% of All Funds
1.6%
New
60
Increased
469
Reduced
545
Closed
71
Calls
$386M
Puts
$267M
Net Calls
+$119M
Net Calls Change
+$56.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
1001
Cannell & Spears
New York
$464K
NPC
1002
National Planning Corporation
California
$462K -$628K -12,009 -58%
HCM
1003
HM Capital Management
Missouri
$460K
YL
1004
YCG LLC
Texas
$458K
Verition Fund Management
1005
Verition Fund Management
Connecticut
$457K -$177K -3,379 -28%
RA
1006
Rational Advisors
New York
$456K -$31.4K -600 -7%
CNBT
1007
Canandaigua National Bank & Trust
New York
$456K -$11.8K -225 -3%
SHCM
1008
Stokes & Hubbell Capital Management
Louisiana
$456K
LC
1009
Landaas & Company
Wisconsin
$455K +$444K +8,485 New
LIM
1010
Loudon Investment Management
New Hampshire
$454K
ACI
1011
Alpha Cubed Investments
California
$453K +$25.7K +492 +6%
BGC
1012
Blue Granite Capital
South Carolina
$451K +$441K +8,422 New
MCM
1013
Maryland Capital Management
Maryland
$450K -$7.17K -137 -2%
NQWM
1014
Northwest Quadrant Wealth Management
Oregon
$450K +$2.51K +48 +0.6%
PIM
1015
Progressive Investment Management
Oregon
$445K
YP
1016
Yellowstone Partners
Idaho
$445K +$435K +8,312 New
PCM
1017
Pointe Capital Management
Michigan
$443K
BPCE
1018
Bank Pictet & Cie (Europe)
Germany
$442K -$1.44M -27,585 -77%
CAW
1019
Cornerstone Advisors (Washington)
Washington
$442K
OC
1020
Oakworth Capital
Alabama
$441K
SPIA
1021
Steward Partners Investment Advisory
New York
$441K +$224K +4,272 +108%
LOAMS
1022
Lombard Odier Asset Management (Switzerland)
Switzerland
$439K
CA
1023
Cambridge Advisors
Nebraska
$437K
SBWM
1024
Sunflower Bank Wealth Management
Arizona
$430K
PFBT
1025
Parkside Financial Bank & Trust
Missouri
$430K +$1.41K +27 +0.3%

USB Hedge Fund Activity: Q3 2017 in Review

1,322 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q3 2017, worth a combined $66.7B — up 2.4% from $65.1B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of USB and 60 opened new positions — a net loss of 11 holders — while 545 trimmed existing stakes and 469 added.

The largest buyer was Balyasny Asset Management, adding an estimated $163M. The largest seller was Credit Suisse, cutting an estimated $204M.

  • 1,322 institutional investors held US Bancorp (USB) as of Q3 2017, down from 1,345 in Q2 2017.
  • Funds reported $66.7B of US Bancorp stock for Q3 2017, up 2.4% quarter-over-quarter.
  • 60 funds opened new US Bancorp positions in Q3 2017 and 71 closed out, a net change of -11 holders.
  • The largest US Bancorp buyer in Q3 2017 was Balyasny Asset Management, an estimated $163M added.
  • The largest US Bancorp seller in Q3 2017 was Credit Suisse, an estimated $204M sold.

Based on aggregated 13F filings for Q3 2017.