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US Bancorp

1,346 hedge funds and large institutions have $65.1B invested in US Bancorp in 2017 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 464 increasing their positions, 560 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $342M | Put options by funds: $279M

14% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 65

0% less funds holding

Funds holding: 1,3521,346 (-6)

2% less capital invested

Capital invested by funds: $66.2B → $65.1B (-$1.1B)

1.52% less ownership

Funds ownership: 75.98%74.46% (-1.5%)

15% less funds holding in top 10

Funds holding in top 10: 7866 (-12)

17% less repeat investments, than reductions

Existing positions increased: 464 | Existing positions reduced: 560

Holders
1,346
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
33.55%
Holding in Top 10
66
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-15.38%
% of All Funds
1.65%
New
74
Increased
464
Reduced
560
Closed
65
Calls
$342M
Puts
$279M
Net Calls
+$62.5M
Net Calls Change
-$70.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SBWM
1051
Sunflower Bank Wealth Management
Arizona
$416K -$20.3K -395 -5%
MWM
1052
Meridian Wealth Management
Kentucky
$416K +$42.6K +828 +12%
PFBT
1053
Parkside Financial Bank & Trust
Missouri
$415K +$6.9K +134 +2%
TC
1054
Trust Company
Kansas
$413K -$24.2K -469 -6%
ACI
1055
Alpha Cubed Investments
California
$413K +$12K +233 +3%
IP
1056
Investment Partners
Ohio
$412K -$5.97K -116 -1%
PL
1057
Perpetual Ltd
Australia
$409K
CS
1058
Comerica Securities
Michigan
$409K +$32.3K +627 +9%
HIIFS
1059
Harel Insurance Investments & Financial Services
Israel
$406K -$50.4K -978 -11%
WCF
1060
West Coast Financial
California
$403K
SAM
1061
Shamrock Asset Management
Texas
$400K -$15.8K -307 -4%
PCM
1062
Perkins Capital Management
Minnesota
$398K -$56.1K -1,089 -12%
FFWA
1063
FRG Family Wealth Advisors
Washington
$398K +$49.9K +968 +14%
DSN
1064
D. Scott Neal
Kentucky
$391K +$1.85K +36 +0.5%
BO
1065
BRR OpCo
Ohio
$389K +$2.01K +39 +0.5%
P8IP
1066
Pier 88 Investment Partners
California
$389K +$72.1K +1,400 +23%
PAM
1067
Peak Asset Management
Colorado
$388K
CCM
1068
Cribstone Capital Management
Maine
$387K -$43.9K -852 -10%
Calamos Advisors
1069
Calamos Advisors
Illinois
$386K -$1.94M -37,664 -84%
FAM
1070
Fenimore Asset Management
New York
$381K -$23.2K -450 -6%
OIA
1071
OneDigital Investment Advisors
Kansas
$381K +$378K +7,336 New
SWK
1072
Stephen W. Kidder
$377K
MPAM
1073
Murphy Pohlad Asset Management
Minnesota
$375K -$6.44K -125 -2%
MCWS
1074
McKinley Carter Wealth Services
West Virginia
$375K +$12.9K +250 +4%
CPIM
1075
Columbia Partners Investment Management
Virginia
$367K -$429K -8,326 -54%

USB Hedge Fund Activity: Q2 2017 in Review

1,346 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q2 2017, worth a combined $65.1B — down 1.7% from $66.2B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new USB positions and 65 closed out — a net gain of 9 holders — while 464 added to existing stakes and 560 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $640M. The largest seller was Credit Suisse, cutting an estimated $559M.

  • 1,346 institutional investors held US Bancorp (USB) as of Q2 2017, down from 1,352 in Q1 2017.
  • Funds reported $65.1B of US Bancorp stock for Q2 2017, down 1.7% quarter-over-quarter.
  • 74 funds opened new US Bancorp positions in Q2 2017 and 65 closed out, a net change of +9 holders.
  • The largest US Bancorp buyer in Q2 2017 was Janus Henderson Group, an estimated $640M added.
  • The largest US Bancorp seller in Q2 2017 was Credit Suisse, an estimated $559M sold.

Based on aggregated 13F filings for Q2 2017.