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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
ANBT
1251
American National Bank & Trust
Texas
$167K +$173K +3,238 New
SA
1252
SpiderRock Advisors
Delaware
$163K
IP
1253
Intellectus Partners
California
$156K +$5.12K +96 +3%
WA
1254
WealthTrust-Arizona
Arizona
$156K +$39K +732 +32%
SEIA
1255
Signature Estate & Investment Advisors
California
$155K +$160K +3,000 New
M
1256
MOTCO
Texas
$151K
PFO
1257
Pathstone Family Office
New Jersey
$150K +$156K +2,931 New
WG
1258
Welch Group
Alabama
$147K -$11.4K -214 -7%
HA
1259
Harfst & Associates
Wyoming
$146K +$152K +2,845 New
FBT
1260
First Bank & Trust
South Dakota
$134K
AAP
1261
Arax Advisory Partners
Colorado
$131K +$19.8K +371 +17%
IWM
1262
IHT Wealth Management
Illinois
$129K -$26.8K -502 -17%
CFA
1263
CT Financial Advisors
Pennsylvania
$126K +$213 +4 +0.2%
GWS
1264
Glassman Wealth Services
Virginia
$116K
OFS
1265
Orrstown Financial Services
Pennsylvania
$116K +$25.3K +475 +27%
WB
1266
Webster Bank
Connecticut
$110K -$17.1K -320 -13%
IIC
1267
Integrated Investment Consultants
Michigan
$108K
AF
1268
Allworth Financial
California
$106K -$39.5K -741 -27%
ACM
1269
AUA Capital Management
Pennsylvania
$105K -$125K -2,350 -54%
BCMIO
1270
Beacon Capital Management Inc (Ohio)
Ohio
$102K
VCM
1271
Versant Capital Management
Arizona
$97K -$2.03K -38 -2%
JCM
1272
Jacobi Capital Management
Pennsylvania
$92K +$16K +300 +20%
GWA
1273
Guidant Wealth Advisors
Illinois
$91K -$10.8K -203 -10%
AssetMark Inc
1274
AssetMark Inc
California
$88K -$4.26K -80 -4%
AA
1275
Apriem Advisors
California
$85K -$12.7K -239 -13%

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.