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US Bancorp

1,712 hedge funds and large institutions have $55.8B invested in US Bancorp in 2024 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 628 increasing their positions, 684 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 88

15% more capital invested

Capital invested by funds: $48.4B → $55.8B (+$7.47B)

3% more funds holding

Funds holding: 1,6701,712 (+42)

1% more call options, than puts

Call options by funds: $457M | Put options by funds: $451M

0.16% more ownership

Funds ownership: 78.04%78.2% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

8% less repeat investments, than reductions

Existing positions increased: 628 | Existing positions reduced: 684

Holders
1,712
Holders Change
+42
Holders Change %
+2.51%
% of All Funds
24.58%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.36%
New
150
Increased
628
Reduced
684
Closed
88
Calls
$457M
Puts
$451M
Net Calls
+$5.71M
Net Calls Change
+$77M
Name Holding Trade Value Shares
Change
Change in
Stake
PJWM
351
Philip James Wealth Mangement
Georgia
$6.41M +$6.15M +140,260 New
PD
352
Point72 (DIFC)
United Arab Emirates
$6.33M -$4.41M -100,497 -42%
SCM
353
SKBA Capital Management
California
$6.26M +$6M +136,800 New
EI
354
Ethic Inc
New York
$6.21M -$2.26M -51,508 -27%
CS
355
Candriam SCA
Luxembourg
$6.17M -$316K -7,211 -5%
AIMC
356
Alley Investment Management Company
Illinois
$6.16M +$47.3K +1,078 +0.8%
Qube Research & Technologies (QRT)
357
Qube Research & Technologies (QRT)
United Kingdom
$6.14M +$1.26M +28,720 +27%
Wellington Management Group
358
Wellington Management Group
Massachusetts
$6.11M -$11.1M -253,085 -65%
OPERF
359
Oregon Public Employees Retirement Fund
Oregon
$6.11M -$19.7K -450 -0.3%
HPG
360
Harvest Portfolios Group
Ontario, Canada
$6.09M -$495K -11,297 -8%
MCM
361
Monarch Capital Management
Indiana
$6.06M +$16.2K +370 +0.3%
HFS
362
Hantz Financial Services
Michigan
$6.04M -$134K -3,054 -2%
KA
363
KLCM Advisors
Wisconsin
$6.01M -$32.7K -745 -0.6%
BMSSC
364
B. Metzler seel. Sohn & Co
Germany
$5.95M +$97.9K +2,231 +2%
Jones Financial Companies
365
Jones Financial Companies
Missouri
$5.92M +$2.77M +63,071 +94%
FNT
366
First Nebraska Trust
Nebraska
$5.9M -$199K -4,539 -3%
GH
367
GAM Holding
Switzerland
$5.89M +$8.77K +200 +0.2%
LWP
368
LMG Wealth Partners
Louisiana
$5.78M +$108K +2,467 +2%
OC
369
Oppenheimer & Co
New York
$5.76M -$60.8K -1,386 -1%
BCI
370
Brinker Capital Investments
Pennsylvania
$5.72M -$13.7K -312 -0.2%
OPS
371
Orion Portfolio Solutions
Nebraska
$5.72M -$13.7K -312 -0.2%
CGH
372
Crossmark Global Holdings
Texas
$5.55M -$284K -6,479 -5%
GAG
373
Goodman Advisory Group
Massachusetts
$5.54M +$306K +6,976 +6%
VPIM
374
Vanguard Personalized Indexing Management
California
$5.53M +$1.5M +34,162 +39%
GT
375
Glenview Trust
Kentucky
$5.49M -$550K -12,548 -9%

USB Hedge Fund Activity: Q3 2024 in Review

1,712 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q3 2024, worth a combined $55.8B — up 15% from $48.4B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new USB positions and 88 closed out — a net gain of 62 holders — while 628 added to existing stakes and 684 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $691M. The largest seller was MUFG Bank, cutting an estimated $945M.

  • 1,712 institutional investors held US Bancorp (USB) as of Q3 2024, up from 1,670 in Q2 2024.
  • Funds reported $55.8B of US Bancorp stock for Q3 2024, up 15% quarter-over-quarter.
  • 150 funds opened new US Bancorp positions in Q3 2024 and 88 closed out, a net change of +62 holders.
  • The largest US Bancorp buyer in Q3 2024 was Fidelity Investments, an estimated $691M added.
  • The largest US Bancorp seller in Q3 2024 was MUFG Bank, an estimated $945M sold.

Based on aggregated 13F filings for Q3 2024.