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
PPCM
1151
Pillar Pacific Capital Management
California
$271K
SIM
1152
Sadoff Investment Management
Wisconsin
$270K +$53.3K +1,000 +24%
HPWM
1153
Highland Private Wealth Management
Washington
$269K -$4K -75 -1%
SCM
1154
Suffolk Capital Management
New York
$269K
RBC
1155
Ronald Blue & Co
Georgia
$268K -$104K -1,950 -27%
EM
1156
Excalibur Management
Massachusetts
$267K -$57.3K -1,075 -17%
CYG
1157
Clean Yield Group
Vermont
$267K
WA
1158
WFG Advisors
Texas
$267K +$16.6K +311 +6%
QIM
1159
Quest Investment Management
Oregon
$266K
LWM
1160
Lenox Wealth Management
Ohio
$265K -$20.6K -386 -7%
AWA
1161
Arete Wealth Advisors
Illinois
$264K +$267 +5 +0.1%
ADL
1162
Asset Dedication LLC
California
$262K
ISB
1163
Iowa State Bank
Iowa
$262K
JIC
1164
Joel Isaacson & Co
New York
$259K
PCMM
1165
Private Capital Management (Minnesota)
Minnesota
$258K -$53.3K -1,000 -17%
PFM
1166
Parsec Financial Management
North Carolina
$258K -$30.9K -580 -10%
JRP
1167
Jasper Ridge Partners
California
$258K
YMRC
1168
Yorktown Management & Research Company
Virginia
$258K
HCM
1169
Heathbridge Capital Management
Ontario, Canada
$258K +$21.3K +400 +9%
MCM
1170
MAI Capital Management
Ohio
$258K +$267K +5,000 New
MWP
1171
MYCIO Wealth Partners
Pennsylvania
$258K +$267K +5,003 New
NWP
1172
Northstar Wealth Partners
Connecticut
$258K +$269K +5,050 New
BL
1173
Balentine LLC
Georgia
$257K -$24.5K -460 -8%
AP
1174
Appleton Partners
Massachusetts
$257K -$2.4K -45 -0.9%
CCM
1175
Cohen Capital Management
California
$257K

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.