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US Bancorp
USB

Overview Fund Activity

1,309 hedge funds and large institutions have $65.5B invested in US Bancorp in 2016 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 429 increasing their positions, 500 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,309
Holders Change
+117
Holders Change %
+9.82%
% of All Funds
32.77%
Holding in Top 10
96
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+65.52%
% of All Funds
2.4%
New
189
Increased
429
Reduced
500
Closed
51
Calls
$575M
Puts
$364M
Net Calls
+$211M
Net Calls Change
+$18.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$381M
2
State Street
State Street
Massachusetts
+$365M
3
AIM
abrdn Investment Management
United Kingdom
+$313M
4
EIP
Epoch Investment Partners
New York
+$259M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$219M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$494M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$427M
3
ClearBridge Investments
ClearBridge Investments
New York
-$207M
4
BA
BlackRock Advisors
Delaware
-$179M
5
Harris Associates
Harris Associates
Illinois
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFIM
1101
Beese Fulmer Investment Management
Ohio
$287K -$15.4K -300 -5%
PFM
1102
Parsec Financial Management
North Carolina
$287K – – –
FIM
1103
Fruth Investment Management
Texas
$287K – – –
VC
1104
Vicus Capital
Pennsylvania
$287K +$1.69K +33 +0.6%
AWA
1105
ARS Wealth Advisors
Florida
$286K +$38.6K +751 +16%
BDF
1106
Balasa Dinverno & Foltz
$285K -$617 -12 -0.2%
LWM
1107
Lenox Wealth Management
Ohio
$284K +$42.1K +821 +17%
TBA
1108
Tower Bridge Advisors
Pennsylvania
$283K – – –
HCM
1109
Highlander Capital Management
New Jersey
$283K -$10.3K -200 -4%
SCM
1110
Sterneck Capital Management
Missouri
$283K – – –
YWP
1111
YorkBridge Wealth Partners
New York
$283K +$283K +5,730 New
BL
1112
Balentine LLC
Georgia
$280K -$41.1K -800 -13%
BWM
1113
BigSur Wealth Management
Florida
$279K +$279K +5,400 New
CG
1114
Colony Group
Massachusetts
$277K – – –
DT
1115
Diversified Trust
Tennessee
$276K +$276K +5,364 New
HPWM
1116
Highland Private Wealth Management
Washington
$272K +$22.3K +434 +9%
HCM
1117
Howland Capital Management
Massachusetts
$271K -$5.15K -100 -2%
LFAS
1118
Level Four Advisory Services
Texas
$271K +$271K +5,267 New
PPCM
1119
Pillar Pacific Capital Management
California
$270K – – –
S
1120
SignatureFD
Georgia
$268K -$74.7K -1,457 -22%
TAM
1121
Trillium Asset Management
Massachusetts
$268K -$33.1K -644 -11%
SCM
1122
Suffolk Capital Management
New York
$268K – – –
SSG
1123
Summit Securities Group
New York
$267K +$267K +5,200 New
CYG
1124
Clean Yield Group
Vermont
$266K – – –
QIM
1125
Quest Investment Management
Oregon
$265K – – –
43 44
45
46 47