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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
FWP
1176
FAS Wealth Partners
Kansas
$240K
TIA
1177
Tiemann Investment Advisors
California
$240K
FG
1178
Fiduciary Group
Georgia
$239K -$12.1K -235 -5%
ST
1179
Smithfield Trust
Pennsylvania
$239K +$17K +331 +8%
LCS
1180
Levin Capital Strategies
New York
$239K +$237K +4,600 New
AAS
1181
Annex Advisory Services
Wisconsin
$239K +$237K +4,602 New
IAMOG
1182
Investors Asset Management of Georgia
Georgia
$238K -$10.3K -200 -4%
OCM
1183
One Capital Management
California
$237K +$28.3K +550 +14%
FFA
1184
First Foundation Advisors
California
$237K +$235K +4,562 New
MHIC
1185
Marble Harbor Investment Counsel
Massachusetts
$236K
GWCM
1186
Godshalk Welsh Capital Management
Pennsylvania
$234K
CIM
1187
Confluence Investment Management
Missouri
$234K +$232K +4,506 New
MAM
1188
Meeder Asset Management
Ohio
$233K -$6.28M -121,942 -96%
CCMW
1189
Cypress Capital Management (Wyoming)
Wyoming
$232K
CIC
1190
Crawford Investment Counsel
Georgia
$232K
CIP
1191
Convergence Investment Partners
Florida
$232K +$23.3K +453 +11%
AMG
1192
Advisors Management Group
Wisconsin
$231K
HWA
1193
HCR Wealth Advisors
California
$230K -$87.6K -1,700 -28%
PMFA
1194
Plante Moran Financial Advisors
Michigan
$229K -$9.89K -192 -4%
LC
1195
Lincoln Capital
Nebraska
$229K
ACM
1196
AUA Capital Management
Pennsylvania
$228K +$121K +2,350 +115%
SFWA
1197
Summit Financial Wealth Advisors
Louisiana
$227K -$258 -5 -0.1%
CIA
1198
Capital Investment Advisors
Georgia
$227K +$4.33K +84 +2%
BC
1199
Barnett & Company
Tennessee
$226K -$10.6K -205 -4%
SNB
1200
Security National Bank
Nebraska
$225K

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.