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US Bancorp

1,701 hedge funds and large institutions have $54.6B invested in US Bancorp in 2024 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 648 increasing their positions, 690 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 111

3% more capital invested

Capital invested by funds: $53.3B → $54.6B (+$1.35B)

0% less funds holding

Funds holding: 1,7061,701 (-5)

0.46% less ownership

Funds ownership: 78.99%78.53% (-0.46%)

6% less repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 690

10% less funds holding in top 10

Funds holding in top 10: 4036 (-4)

23% less call options, than puts

Call options by funds: $435M | Put options by funds: $568M

Holders
1,701
Holders Change
-5
Holders Change %
-0.29%
% of All Funds
24.5%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
0.52%
New
130
Increased
648
Reduced
690
Closed
111
Calls
$435M
Puts
$568M
Net Calls
-$132M
Net Calls Change
+$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
GFG
376
Greystone Financial Group
Michigan
$5.11M +$830K +19,672 +21%
BBHC
377
Brown Brothers Harriman & Co
New York
$5.08M -$45.2K -1,071 -0.9%
GAG
378
Goodman Advisory Group
Massachusetts
$5.07M +$401K +9,510 +9%
HCM
379
Hengehold Capital Management
Ohio
$5.04M +$25K +593 +0.5%
ANTB
380
AMG National Trust Bank
Colorado
$5.04M -$42.4K -1,005 -0.9%
VWM
381
Valley Wealth Managers
New Jersey
$5.04M -$423K -10,028 -8%
SL
382
Summitry LLC
California
$5.02M -$155K -3,685 -3%
NL
383
NWAM LLC
Washington
$4.99M -$88.2K -2,091 -2%
DA
384
Detalus Advisors
Missouri
$4.98M -$140K -3,320 -3%
AQR Capital Management
385
AQR Capital Management
Connecticut
$4.97M +$1.87M +44,314 +66%
BL
386
BCWM LLC
Kansas
$4.96M -$1.64M -38,838 -26%
KIA
387
KCM Investment Advisors
California
$4.94M -$101K -2,402 -2%
BWS
388
Buck Wealth Strategies
Colorado
$4.93M +$4.14M +98,030 +800%
AWM
389
Accel Wealth Management
Iowa
$4.93M +$54.9K +1,300 +1%
LA
390
Lakeside Advisors
Washington
$4.84M -$49.7K -1,177 -1%
VWA
391
Visionary Wealth Advisors
Illinois
$4.84M -$50.1K -1,187 -1%
MGIA
392
Moneta Group Investment Advisors
Missouri
$4.83M +$60.5K +1,434 +1%
EFIC
393
Eliot Finkel Investment Counsel
California
$4.82M -$141K -3,348 -3%
SW
394
SlateStone Wealth
Florida
$4.81M +$2.48M +58,752 +120%
SW
395
SteelPeak Wealth
California
$4.81M -$3.81M -90,197 -46%
GD
396
Grandfield & Dodd
New York
$4.77M -$1.66M -39,297 -27%
Pacer Advisors
397
Pacer Advisors
Pennsylvania
$4.77M +$110K +2,600 +2%
MPWT
398
MassMutual Private Wealth & Trust
Connecticut
$4.75M +$79.7K +1,889 +2%
CCT
399
Chemung Canal Trust
New York
$4.74M +$4.07M +96,518 +1,013%
MSRPS
400
Maryland State Retirement & Pension System
Maryland
$4.74M

USB Hedge Fund Activity: Q1 2024 in Review

1,701 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q1 2024, worth a combined $54.6B — up 2.5% from $53.3B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new USB positions and 111 closed out — a net gain of 19 holders — while 648 added to existing stakes and 690 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $551M. The largest seller was Morgan Stanley, cutting an estimated $536M.

  • 1,701 institutional investors held US Bancorp (USB) as of Q1 2024, down from 1,706 in Q4 2023.
  • Funds reported $54.6B of US Bancorp stock for Q1 2024, up 2.5% quarter-over-quarter.
  • 130 funds opened new US Bancorp positions in Q1 2024 and 111 closed out, a net change of +19 holders.
  • The largest US Bancorp buyer in Q1 2024 was Viking Global Investors, an estimated $551M added.
  • The largest US Bancorp seller in Q1 2024 was Morgan Stanley, an estimated $536M sold.

Based on aggregated 13F filings for Q1 2024.