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
AW
1051
Alpha Windward
Massachusetts
$248K -$15.7K -376 -6%
GWCM
1052
Godshalk Welsh Capital Management
Pennsylvania
$248K
PFA
1053
Pure Financial Advisors
California
$248K +$12.5K +300 +5%
HPC
1054
HM Payson & Co
Maine
$247K -$1.37K -33 -0.5%
GLI
1055
Guardian Life Insurance
New York
$247K +$1.75K +42 +0.7%
CAW
1056
Cornerstone Advisors (Washington)
Washington
$244K
LCM
1057
Leisure Capital Management
California
$243K
GRQ
1058
Gardner Russo & Quinn
Pennsylvania
$242K
BRWA
1059
B. Riley Wealth Advisors
Florida
$241K +$34K +818 +16%
CHP
1060
Cable Hill Partners
Oregon
$241K +$133K +3,204 +114%
BCM
1061
BTR Capital Management
California
$239K
CAG
1062
Crestwood Advisors Group
Massachusetts
$233K -$7.28K -175 -3%
SBWM
1063
Sunflower Bank Wealth Management
Arizona
$232K
GAM
1064
Gotham Asset Management
New York
$232K +$240K +5,760 New
VWM
1065
Vector Wealth Management
Minnesota
$231K -$12.5K -300 -5%
PPSG
1066
Princeton Portfolio Strategies Group
New Jersey
$229K -$874 -21 -0.4%
S
1067
SignatureFD
Georgia
$228K -$55.9K -1,342 -19%
RBC
1068
Ronald Blue & Co
Georgia
$227K
FIM
1069
Fruth Investment Management
Texas
$225K
PFM
1070
Parsec Financial Management
North Carolina
$225K
JIC
1071
Joel Isaacson & Co
New York
$225K +$22.9K +550 +11%
VC
1072
Vicus Capital
Pennsylvania
$223K +$16K +384 +7%
TBA
1073
Tower Bridge Advisors
Pennsylvania
$223K -$29.1K -700 -11%
SCM
1074
Sterneck Capital Management
Missouri
$222K
BFG
1075
Beacon Financial Group
Texas
$221K

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.