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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
KFC
1201
Klingenstein Fields & Co
New York
$223K -$9.53K -185 -4%
LCM
1202
LVM Capital Management
Michigan
$223K
FAT
1203
First American Trust
California
$222K
NB
1204
Nicolet Bankshares
Wisconsin
$221K -$18K -350 -8%
CASB
1205
Cape Ann Savings Bank
Massachusetts
$220K -$3.09K -60 -1%
ANBT
1206
American National Bank & Trust
Texas
$220K +$51.4K +997 +31%
VST
1207
Van Strum & Towne
California
$219K
ACP
1208
Aveo Capital Partners
Colorado
$218K
SSG
1209
Summit Securities Group
New York
$218K +$216K +4,200 New
KF
1210
Krilogy Financial
Missouri
$217K -$4.33K -84 -2%
FWM
1211
Frontier Wealth Management
Missouri
$217K
NAMP
1212
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$217K
UWPG
1213
Ullmann Wealth Partners Group
Florida
$217K +$206K +4,006 +2,086%
AIM
1214
Advantage Investment Management
Iowa
$216K +$11.3K +220 +6%
FBA
1215
Front Barnett Associates
Illinois
$215K -$4.89K -95 -2%
AWM
1216
Avior Wealth Management
Nebraska
$215K
BA
1217
Bridgewater Associates
Connecticut
$214K -$1.1M -21,307 -84%
BAS
1218
Brown Advisory Securities
Maryland
$214K +$211K +4,105 New
AIA
1219
Affinity Investment Advisors
California
$213K
IAA
1220
Independent Advisor Alliance
North Carolina
$208K -$20.3K -394 -9%
LFAS
1221
Level Four Advisory Services
Texas
$208K -$5.05K -98 -2%
HFM
1222
Hartford Financial Management
Connecticut
$207K
BWP
1223
BSW Wealth Partners
Colorado
$207K +$1.13K +22 +0.6%
BIAS
1224
Beacon Investment Advisory Services
New Jersey
$207K +$206K +3,993 New
DIA
1225
Dana Investment Advisors
Wisconsin
$206K -$1.31M -25,390 -86%

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.