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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
FPFS
1126
First Personal Financial Services
North Carolina
$296K
WC
1127
Whitnell & Co
Illinois
$294K -$13.1K -255 -4%
BFIM
1128
Beese Fulmer Investment Management
Ohio
$291K
FIM
1129
Fruth Investment Management
Texas
$290K
AWA
1130
ARS Wealth Advisors
Florida
$289K -$4.12K -80 -1%
HCM
1131
Highlander Capital Management
New Jersey
$289K
BWM
1132
BigSur Wealth Management
Florida
$287K
ISL
1133
Ingalls & Snyder LLC
New York
$286K
BRWA
1134
B. Riley Wealth Advisors
Florida
$281K
ST
1135
Spinnaker Trust
Maine
$276K
MHS
1136
M Holdings Securities
Oregon
$275K +$272K +5,288 New
PTC
1137
Philadelphia Trust Company
Pennsylvania
$274K -$20.6K -400 -7%
PPCM
1138
Pillar Pacific Capital Management
California
$273K
BST
1139
Bath Savings Trust
Maine
$272K +$270K +5,240 New
HPWM
1140
Highland Private Wealth Management
Washington
$271K -$206 -4 -0.1%
SCM
1141
Suffolk Capital Management
New York
$271K
CYG
1142
Clean Yield Group
Vermont
$270K
EM
1143
Excalibur Management
Massachusetts
$269K
QIM
1144
Quest Investment Management
Oregon
$268K
AWM
1145
AE Wealth Management
Kansas
$267K +$40.9K +795 +18%
FCB
1146
First Command Bank
Texas
$264K -$22.9K -444 -8%
FCFS
1147
First Command Financial Services
Texas
$264K -$22.9K -444 -8%
ADL
1148
Asset Dedication LLC
California
$264K
NWP
1149
Northstar Wealth Partners
Connecticut
$264K
LWM
1150
Lenox Wealth Management
Ohio
$263K -$5.46K -106 -2%

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.