We are live on ! Find out more
USB icon

US Bancorp

1,195 hedge funds and large institutions have $53.7B invested in US Bancorp in 2016 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 444 increasing their positions, 494 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $384M | Put options by funds: $191M

14% more funds holding in top 10

Funds holding in top 10: 5158 (+7)

6% more capital invested

Capital invested by funds: $50.7B → $53.7B (+$2.99B)

6% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 54

0.76% more ownership

Funds ownership: 73.01%73.77% (+0.76%)

1% less funds holding

Funds holding: 1,2051,195 (-10)

10% less repeat investments, than reductions

Existing positions increased: 444 | Existing positions reduced: 494

Holders
1,195
Holders Change
-10
Holders Change %
-0.83%
% of All Funds
31.88%
Holding in Top 10
58
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.73%
% of All Funds
1.55%
New
57
Increased
444
Reduced
494
Closed
54
Calls
$384M
Puts
$191M
Net Calls
+$193M
Net Calls Change
+$59.1M
Name Holding Trade Value Shares
Change
Change in
Stake
KF
1101
Krilogy Financial
Missouri
$183K +$25.4K +597 +16%
SWA
1102
Sutton Wealth Advisors
Florida
$178K
HFM
1103
Hartford Financial Management
Connecticut
$171K -$42.5K -1,000 -20%
CGT
1104
Capital Guardian Trust
California
$171K +$63.7K +1,500 +60%
DAM
1105
Delta Asset Management
Tennessee
$166K
ST
1106
Smithfield Trust
Pennsylvania
$164K
HI
1107
Hudock Inc
Pennsylvania
$160K +$765 +18 +0.5%
AIM
1108
Advantage Investment Management
Iowa
$157K +$43.2K +1,018 +39%
SC
1109
SRB Corp
Massachusetts
$155K +$5.61K +132 +4%
ATC
1110
Adirondack Trust Company
New York
$155K +$31.6K +745 +26%
CFA
1111
Carroll Financial Associates
North Carolina
$154K -$19.2K -453 -11%
GWA
1112
Guidant Wealth Advisors
Illinois
$147K +$145K +3,422 New
SAM
1113
Sunnymeath Asset Management
New Jersey
$137K
WG
1114
Welch Group
Alabama
$131K -$7.86K -185 -6%
MWP
1115
MYCIO Wealth Partners
Pennsylvania
$131K -$3.82K -90 -3%
CA
1116
CapWealth Advisors
Tennessee
$129K +$595 +14 +0.5%
TG
1117
TLP Group
Illinois
$128K -$491K -11,549 -79%
AWM
1118
Avior Wealth Management
Nebraska
$127K +$467 +11 +0.4%
AF
1119
Allworth Financial
California
$120K
FPFS
1120
First Personal Financial Services
North Carolina
$119K
IC
1121
IKOS CIF
Cyprus
$109K -$34K -800 -24%
CFA
1122
CT Financial Advisors
Pennsylvania
$104K -$12.1K -285 -10%
M
1123
MOTCO
Texas
$99K +$1.57K +37 +2%
WA
1124
WealthTrust-Arizona
Arizona
$99K +$11.6K +274 +14%
TCM
1125
Tradewinds Capital Management
Washington
$94K +$37.5K +882 +67%

USB Hedge Fund Activity: Q3 2016 in Review

1,195 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q3 2016, worth a combined $53.7B — up 5.9% from $50.7B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new USB positions and 54 closed out — a net gain of 3 holders — while 444 added to existing stakes and 494 trimmed.

The largest buyer was Credit Suisse, adding an estimated $349M. The largest seller was Fidelity Investments, cutting an estimated $258M.

  • 1,195 institutional investors held US Bancorp (USB) as of Q3 2016, down from 1,205 in Q2 2016.
  • Funds reported $53.7B of US Bancorp stock for Q3 2016, up 5.9% quarter-over-quarter.
  • 57 funds opened new US Bancorp positions in Q3 2016 and 54 closed out, a net change of +3 holders.
  • The largest US Bancorp buyer in Q3 2016 was Credit Suisse, an estimated $349M added.
  • The largest US Bancorp seller in Q3 2016 was Fidelity Investments, an estimated $258M sold.

Based on aggregated 13F filings for Q3 2016.