We are live on ! Find out more
USB icon

US Bancorp

1,351 hedge funds and large institutions have $66.2B invested in US Bancorp in 2017 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 449 increasing their positions, 587 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 68

43% more call options, than puts

Call options by funds: $443M | Put options by funds: $310M

3% more funds holding

Funds holding: 1,3121,351 (+39)

1% more capital invested

Capital invested by funds: $65.5B → $66.2B (+$716M)

0.93% more ownership

Funds ownership: 75.05%75.98% (+0.93%)

19% less funds holding in top 10

Funds holding in top 10: 9678 (-18)

24% less repeat investments, than reductions

Existing positions increased: 449 | Existing positions reduced: 587

Holders
1,351
Holders Change
+39
Holders Change %
+2.97%
% of All Funds
33.63%
Holding in Top 10
78
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-18.75%
% of All Funds
1.94%
New
120
Increased
449
Reduced
587
Closed
68
Calls
$443M
Puts
$310M
Net Calls
+$133M
Net Calls Change
-$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1126
Manchester Capital Management
Vermont
$311K +$16K +300 +5%
LCM
1127
Leisure Capital Management
California
$310K
NPF
1128
Norris Perne & French
Michigan
$309K -$9.76K -183 -3%
CPA
1129
Clear Perspective Advisors
Illinois
$309K
PPSG
1130
Princeton Portfolio Strategies Group
New Jersey
$308K
WC
1131
Whitnell & Co
Illinois
$305K
NFG
1132
Next Financial Group
Texas
$298K -$303K -5,686 -49%
BOS
1133
Bank of Stockton
California
$297K
YWP
1134
YorkBridge Wealth Partners
New York
$296K +$267 +5 +0.1%
FPFS
1135
First Personal Financial Services
North Carolina
$293K +$155K +2,900 +104%
VIA
1136
Vident Investment Advisory
Georgia
$292K +$302K +5,671 New
PTC
1137
Philadelphia Trust Company
Pennsylvania
$292K +$303K +5,679 New
AWA
1138
ARS Wealth Advisors
Florida
$291K +$4.69K +88 +2%
BFIM
1139
Beese Fulmer Investment Management
Ohio
$289K +$1.33K +25 +0.4%
FIM
1140
Fruth Investment Management
Texas
$288K
FCB
1141
First Command Bank
Texas
$284K -$23.7K -445 -7%
FCFS
1142
First Command Financial Services
Texas
$284K -$23.7K -445 -7%
ISL
1143
Ingalls & Snyder LLC
New York
$284K +$85.3K +1,600 +41%
HCM
1144
Highlander Capital Management
New Jersey
$283K
RA
1145
Rational Advisors
New York
$283K +$293K +5,500 New
DT
1146
Diversified Trust
Tennessee
$281K +$4.85K +91 +2%
BWM
1147
BigSur Wealth Management
Florida
$279K
BRWA
1148
B. Riley Wealth Advisors
Florida
$279K +$26.2K +491 +10%
ST
1149
Spinnaker Trust
Maine
$274K +$283K +5,314 New
GC
1150
Gilbert & Cook
Iowa
$273K +$51.1K +959 +22%

USB Hedge Fund Activity: Q1 2017 in Review

1,351 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q1 2017, worth a combined $66.2B — up 1.1% from $65.5B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new USB positions and 68 closed out — a net gain of 52 holders — while 449 added to existing stakes and 587 trimmed.

The largest buyer was BlackRock, adding an estimated $5.7B. The largest seller was AllianceBernstein, cutting an estimated $487M.

  • 1,351 institutional investors held US Bancorp (USB) as of Q1 2017, up from 1,312 in Q4 2016.
  • Funds reported $66.2B of US Bancorp stock for Q1 2017, up 1.1% quarter-over-quarter.
  • 120 funds opened new US Bancorp positions in Q1 2017 and 68 closed out, a net change of +52 holders.
  • The largest US Bancorp buyer in Q1 2017 was BlackRock, an estimated $5.7B added.
  • The largest US Bancorp seller in Q1 2017 was AllianceBernstein, an estimated $487M sold.

Based on aggregated 13F filings for Q1 2017.