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US Bancorp
USB

1,462 hedge funds and large institutions have $65.9B invested in US Bancorp in 2017 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 478 increasing their positions, 562 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 48

17% more call options, than puts

Call options by funds: $333M | Put options by funds: $285M

11% more funds holding

Funds holding: 1,322 → 1,462 (+140)

2% more funds holding in top 10

Funds holding in top 10: 64 → 65 (+1)

0.32% less ownership

Funds ownership: 74.47% → 74.14% (-0.32%)

1% less capital invested

Capital invested by funds: $66.7B → $65.9B (-$825M)

15% less repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 562

Holders
1,462
Holders Change
+140
Holders Change %
+10.59%
% of All Funds
33.16%
Holding in Top 10
65
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.56%
% of All Funds
1.47%
New
202
Increased
478
Reduced
562
Closed
48
Calls
$333M
Puts
$285M
Net Calls
+$48.4M
Net Calls Change
-$70.2M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$211M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$190M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$163M
4
Millennium Management
Millennium Management
New York
+$124M
5
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$107M

Top Sellers

Rank Fund Capital Flow
1
Aberdeen Group
Aberdeen Group
United Kingdom
-$291M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$247M
3
Bank of America
Bank of America
North Carolina
-$173M
4
CS
Credit Suisse
Switzerland
-$173M
5
NIPH
NN Investment Partners Holdings
Netherlands
-$172M
Name Holding Trade Value Shares
Change 		Change in
Stake
TDC
1501
Thompson Davis & Co
Virginia
– -$53K -988 Closed
HCC
1502
Hirtle Callaghan & Co
Pennsylvania
– -$24K -440 Closed
MCIA
1503
Mountain Capital Investment Advisors
Colorado
– -$21K -390 Closed
SIC
1504
Salem Investment Counselors
North Carolina
– -$17K -312 Closed
CP
1505
Corbenic Partners
Pennsylvania
– -$14K -258 Closed
PFO
1506
Pathstone Family Office
New Jersey
– -$12K -220 Closed
TJHA
1507
Thomas J. Herzfeld Advisors
Florida
– -$5K -97 Closed
PWAM
1508
Park West Asset Management
California
– -$5K -91 Closed
BCI
1509
Brinker Capital Investments
Pennsylvania
– -$5K -90 Closed
57 58 59 60
61

USB Hedge Fund Activity: Q4 2017 in Review

1,462 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q4 2017, worth a combined $65.9B — down 1.2% from $66.7B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new USB positions and 48 closed out — a net gain of 154 holders — while 478 added to existing stakes and 562 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $211M. The largest seller was Aberdeen Group, cutting an estimated $291M.

  • 1,462 institutional investors held US Bancorp (USB) as of Q4 2017, up from 1,322 in Q3 2017.
  • Funds reported $65.9B of US Bancorp stock for Q4 2017, down 1.2% quarter-over-quarter.
  • 202 funds opened new US Bancorp positions in Q4 2017 and 48 closed out, a net change of +154 holders.
  • The largest US Bancorp buyer in Q4 2017 was T. Rowe Price Associates, an estimated $211M added.
  • The largest US Bancorp seller in Q4 2017 was Aberdeen Group, an estimated $291M sold.

Based on aggregated 13F filings for Q4 2017.