We are live on ! Find out more
USB icon

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
WA
1326
Winfield Associates
Ohio
$14K
IUHSA
1327
Itau Unibanco Holding S.A.
Brazil
$13K +$13.3K +250 New
ECM
1328
Exchange Capital Management
Michigan
$12K
IF
1329
Ironwood Financial
Arizona
$12K
HS
1330
Horan Securities
United States
$11K +$11.4K +214 New
AAF
1331
Andra AP-fonden
Sweden
$11K -$1.07M -20,000 -9%
WIM
1332
Westside Investment Management
California
$10.3K
GBT
1333
Grove Bank & Trust
Florida
$10K
KTC
1334
Kistler-Tiffany Companies
Pennsylvania
$10K
IPC
1335
Independent Portfolio Consultants
Florida
$10K +$7.84K +147 +277%
NYLT
1336
New York Life Trust
New York
$9K -$31.4K -589 -77%
UWPG
1337
Ullmann Wealth Partners Group
Florida
$9K +$10.2K +192 New
AOWM
1338
Alpha Omega Wealth Management
Virginia
$7K
HR
1339
Howe & Rusling
New York
$6K -$53.3K -1,000 -89%
PMAM
1340
Picton Mahoney Asset Management
Ontario, Canada
$5K
SCA
1341
Stuart Chaussee & Associates
California
$5K +$4.8K +90 New
QAM
1342
QCI Asset Management
New York
$4K -$6.34K -119 -61%
EWM
1343
Edge Wealth Management
New York
$3K
IAS
1344
INR Advisory Services
Pennsylvania
$3K +$3.15K +59 New
BCI
1345
Brinker Capital Investments
Pennsylvania
$2K
SM
1346
Sciencast Management
New Jersey
$1.65K +$1.71M +32,081 New
GVT
1347
Genesee Valley Trust
New York
$1.22K -$46.3K -868 -4%
CAM
1348
ClariVest Asset Management
California
$1K +$1.44K +27 New
NDSI
1349
Newman Dignan & Sheerar Inc
Rhode Island
$995 -$16K -300 -2%
CT
1350
Chicago Trust
Illinois
$870 -$28K -525 -3%

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.