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US Bancorp
USB

Overview Fund Activity

1,348 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, 447 increasing their positions, 587 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,348
Holders Change
+39
Holders Change %
+2.98%
% of All Funds
33.61%
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
447
Reduced
587
Closed
68
Calls
$443M
Puts
$310M
Net Calls
+$133M
Net Calls Change
-$78.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$5.5B
2
NEAM
New England Asset Management
Connecticut
+$471M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$415M
4
Wells Fargo
Wells Fargo
California
+$335M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$166M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$471M
2
EIP
Epoch Investment Partners
New York
-$282M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$281M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$276M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
1126
Clear Perspective Advisors
Illinois
$309K – – –
PPSG
1127
Princeton Portfolio Strategies Group
New Jersey
$308K – – –
WC
1128
Whitnell & Co
Illinois
$305K – – –
NFG
1129
Next Financial Group
Texas
$298K -$291K -5,686 -49%
BOS
1130
Bank of Stockton
California
$297K – – –
YWP
1131
YorkBridge Wealth Partners
New York
$296K +$258 +5 +0.1%
FPFS
1132
First Personal Financial Services
North Carolina
$293K +$149K +2,900 +104%
VIA
1133
Vident Investment Advisory
Georgia
$292K +$292K +5,671 New
PTC
1134
Philadelphia Trust Company
Pennsylvania
$292K +$292K +5,679 New
AWA
1135
ARS Wealth Advisors
Florida
$291K +$4.54K +88 +2%
BFIM
1136
Beese Fulmer Investment Management
Ohio
$289K +$1.29K +25 +0.4%
FIM
1137
Fruth Investment Management
Texas
$288K – – –
FCB
1138
First Command Bank
Texas
$284K -$22.9K -445 -7%
FCFS
1139
First Command Financial Services
Texas
$284K -$22.9K -445 -7%
ISL
1140
Ingalls & Snyder LLC
New York
$284K +$82.4K +1,600 +41%
HCM
1141
Highlander Capital Management
New Jersey
$283K – – –
RA
1142
Rational Advisors
New York
$283K +$283K +5,500 New
DT
1143
Diversified Trust
Tennessee
$281K +$4.69K +91 +2%
BWM
1144
BigSur Wealth Management
Florida
$279K – – –
BRWA
1145
B. Riley Wealth Advisors
Florida
$279K +$25.4K +491 +10%
ST
1146
Spinnaker Trust
Maine
$274K +$274K +5,314 New
GC
1147
Gilbert & Cook
Iowa
$273K +$49.4K +959 +22%
PPCM
1148
Pillar Pacific Capital Management
California
$271K – – –
SIM
1149
Sadoff Investment Management
Wisconsin
$270K +$51.5K +1,000 +24%
HPWM
1150
Highland Private Wealth Management
Washington
$269K -$3.87K -75 -1%
44 45
46
47 48