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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
GVAG
401
Great Valley Advisor Group
Delaware
$4.73M +$2.86M +67,736 +178%
CGH
402
Crossmark Global Holdings
Texas
$4.72M +$928K +21,990 +26%
AAS
403
Avantax Advisory Services
Texas
$4.71M -$113K -2,682 -2%
MIA
404
MainStreet Investment Advisors
Illinois
$4.69M -$63.4K -1,502 -1%
RFM
405
Royal Fund Management
Florida
$4.69M -$29.6K -702 -0.7%
CBOR
406
Community Bank of Raymore
Missouri
$4.59M -$1.02M -24,072 -19%
EA
407
Ellsworth Advisors
Ohio
$4.57M +$283K +6,713 +7%
JC
408
JB Capital
Connecticut
$4.56M +$38.9K +923 +0.9%
HIMCH
409
Hartford Investment Management Co (HIMCO)
Connecticut
$4.5M -$180K -4,276 -4%
NRCM
410
North Reef Capital Management
California
$4.47M -$10.5M -249,995 -71%
RJT
411
Raymond James Trust
Florida
$4.4M -$103K -2,432 -2%
SC
412
Schulhoff & Co
Ohio
$4.37M +$13.3K +315 +0.3%
SCA
413
Snowden Capital Advisors
New York
$4.36M +$311K +7,380 +8%
JLBC
414
J.L. Bainbridge & Co
Florida
$4.33M
ATFA
415
All Terrain Financial Advisors
Minnesota
$4.31M -$92.2K -2,185 -2%
RFC
416
Regions Financial Corp
Alabama
$4.29M -$727K -17,234 -15%
Credit Agricole
417
Credit Agricole
France
$4.27M +$2.12M +50,134 +86%
CANC
418
Culbertson A N & Co
Virginia
$4.25M +$122K +2,900 +3%
N
419
Natixis
France
$4.25M -$7.25M -171,742 -64%
LWP
420
LMG Wealth Partners
Louisiana
$4.24M -$540K -12,796 -12%
BFS
421
Bradley Foster & Sargent
Connecticut
$4.21M -$468K -11,091 -11%
PAG
422
Private Advisor Group
New Jersey
$4.2M +$23.1K +547 +0.6%
VPIM
423
Vanguard Personalized Indexing Management
California
$4.2M +$837K +19,839 +27%
CA
424
Cornerstone Advisors
North Carolina
$4.13M +$211K +5,000 +6%
AWA
425
Arkadios Wealth Advisors
Georgia
$4.11M -$16.7K -396 -0.4%

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.