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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
APSP
1276
Asset Planning Services (Pennsylvania)
Pennsylvania
$83K
AIM
1277
Anchor Investment Management
South Carolina
$82.4K
IR
1278
Invictus RG
Bermuda
$79K +$81.4K +1,526 New
SPIA
1279
Steward Partners Investment Advisory
New York
$79K +$82.3K +1,544 New
GBBWRPM
1280
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$78K -$107K -2,014 -57%
LA
1281
Legacy Advisors
Pennsylvania
$78K
NAMA
1282
Nikko Asset Management Americas
New York
$77K -$240K -4,500 -75%
PG
1283
Patten Group
Tennessee
$77K
AIS
1284
Accurate Investment Solutions
Pennsylvania
$77K +$26.7K +500 +50%
GS
1285
GAM Systematic
United Kingdom
$75K +$78.2K +1,466 New
OFW
1286
Omnia Family Wealth
Florida
$74K
BTIS
1287
BB&T Investment Services
North Carolina
$73K +$72.9K +1,367 +6,835%
PFGIA
1288
Patriot Financial Group Insurance Agency
Massachusetts
$71K -$24.4K -458 -25%
GRP
1289
Global Retirement Partners
California
$71K +$4.85K +91 +7%
HCA
1290
Harbour Capital Advisors
Virginia
$69.6K +$72K +1,351 New
WEC
1291
Winslow Evans & Crocker
Massachusetts
$67.5K
RCG
1292
Ruggie Capital Group
Florida
$65K +$67.1K +1,258 New
BIG
1293
Bellwether Investment Group
Tennessee
$62K -$122K -2,290 -65%
LWM
1294
LBA Wealth Management
Florida
$62K
BRC
1295
Bell Rock Capital
Delaware
$62K +$373 +7 +0.6%
BCM
1296
Blume Capital Management
California
$57K
GAM
1297
Gemmer Asset Management
California
$56K
WAM
1298
Watermark Asset Management
California
$55K +$57.3K +1,074 New
Carson Wealth (CWM LLC)
1299
Carson Wealth (CWM LLC)
Nebraska
$54K -$11.9K -223 -18%
TDC
1300
Thompson Davis & Co
Virginia
$50K +$267 +5 +0.5%

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.