We are live on ! Find out more
USB icon

US Bancorp

1,322 hedge funds and large institutions have $66.7B invested in US Bancorp in 2017 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 469 increasing their positions, 545 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $386M | Put options by funds: $267M

2% more capital invested

Capital invested by funds: $65.1B → $66.7B (+$1.59B)

0% more ownership

Funds ownership: 74.46%74.47% (+0%)

2% less funds holding

Funds holding: 1,3451,322 (-23)

3% less funds holding in top 10

Funds holding in top 10: 6664 (-2)

14% less repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 545

15% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 71

Holders
1,322
Holders Change
-23
Holders Change %
-1.71%
% of All Funds
32.96%
Holding in Top 10
64
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.03%
% of All Funds
1.6%
New
60
Increased
469
Reduced
545
Closed
71
Calls
$386M
Puts
$267M
Net Calls
+$119M
Net Calls Change
+$56.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
1276
West Paces Advisors
Georgia
$41K
MWM
1277
Mascoma Wealth Management
New Hampshire
$40K
BWM
1278
Baystate Wealth Management
Massachusetts
$38K +$5.81K +111 +19%
GBT
1279
Grove Bank & Trust
Florida
$31K
RFWA
1280
RPg Family Wealth Advisory
Massachusetts
$27.5K
JIR
1281
James Investment Research
Ohio
$27K -$15.7K -300 -37%
AC
1282
Alexandria Capital
Virginia
$27K
CFD
1283
Creative Financial Designs
Indiana
$27K +$2.09K +40 +9%
HR
1284
Howe & Rusling
New York
$27K +$20.1K +385 +316%
HCC
1285
Hirtle Callaghan & Co
Pennsylvania
$24K
ECM
1286
Exchange Capital Management
Michigan
$24K +$23.3K +445 New
CIM
1287
Contravisory Investment Management
Massachusetts
$23K +$22.5K +430 New
MCIA
1288
Mountain Capital Investment Advisors
Colorado
$21K -$2.35K -45 -10%
FMP
1289
Financial Management Professionals
Texas
$21K
CAL
1290
Capital Advisors Ltd
Ohio
$19K
PCFFS
1291
Pacific Center for Financial Services
California
$19K
SIC
1292
Salem Investment Counselors
North Carolina
$17K
ST
1293
Spot Trading
Illinois
$16K -$678K -12,965 -98%
TFA
1294
Transamerica Financial Advisors
Florida
$14K -$1.47K -28 -10%
WA
1295
Winfield Associates
Ohio
$14K
CP
1296
Corbenic Partners
Pennsylvania
$14K +$13.5K +258 New
PFO
1297
Pathstone Family Office
New Jersey
$12K -$161K -3,086 -93%
HS
1298
Horan Securities
United States
$12K
IF
1299
Ironwood Financial
Arizona
$12K
KTC
1300
Kistler-Tiffany Companies
Pennsylvania
$11K

USB Hedge Fund Activity: Q3 2017 in Review

1,322 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q3 2017, worth a combined $66.7B — up 2.4% from $65.1B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of USB and 60 opened new positions — a net loss of 11 holders — while 545 trimmed existing stakes and 469 added.

The largest buyer was Balyasny Asset Management, adding an estimated $163M. The largest seller was Credit Suisse, cutting an estimated $204M.

  • 1,322 institutional investors held US Bancorp (USB) as of Q3 2017, down from 1,345 in Q2 2017.
  • Funds reported $66.7B of US Bancorp stock for Q3 2017, up 2.4% quarter-over-quarter.
  • 60 funds opened new US Bancorp positions in Q3 2017 and 71 closed out, a net change of -11 holders.
  • The largest US Bancorp buyer in Q3 2017 was Balyasny Asset Management, an estimated $163M added.
  • The largest US Bancorp seller in Q3 2017 was Credit Suisse, an estimated $204M sold.

Based on aggregated 13F filings for Q3 2017.