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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
FA
476
FDx Advisors
Illinois
$3.2M -$154K -3,641 -5%
Kovitz Investment Group Partners
477
Kovitz Investment Group Partners
Illinois
$3.19M +$3.02M +71,458 New
TB
478
Terril Brothers
Missouri
$3.19M
WIS
479
Wright Investors Service
Connecticut
$3.11M +$50.5K +1,197 +2%
IIM
480
Intact Investment Management
Quebec, Canada
$3.1M
UCFA
481
United Capital Financial Advisors
Texas
$3.09M -$167K -3,960 -5%
RCA
482
Resonant Capital Advisors
Wisconsin
$3.09M +$19.1K +452 +0.7%
PNC
483
Park National Corp
Ohio
$3.06M -$686K -16,251 -19%
BFS
484
Bard Financial Services
Connecticut
$3.06M -$8.44K -200 -0.3%
AWS
485
Atria Wealth Solutions
New York
$3.03M +$245K +5,815 +9%
MOS
486
MGO One Seven
Ohio
$2.99M +$38.5K +913 +1%
LIM
487
Loudon Investment Management
New Hampshire
$2.98M -$139K -3,305 -5%
CIA
488
Cascade Investment Advisors
Oregon
$2.98M -$21.5K -510 -0.8%
HSA
489
HBK Sorce Advisory
Pennsylvania
$2.98M +$151K +3,588 +6%
VNA
490
Valley National Advisers
Pennsylvania
$2.96M -$62.5K -1,480 -2%
MGP
491
Metis Global Partners
California
$2.96M +$51.7K +1,225 +2%
CAM
492
Cacti Asset Management
Georgia
$2.96M -$2.6M -61,500 -46%
MCB
493
Morton Community Bank
Illinois
$2.95M +$117K +2,780 +4%
ECM
494
Estabrook Capital Management
New York
$2.94M
FPAS
495
Focus Partners Advisor Solutions
Missouri
$2.94M +$2.78M +65,808 New
NGA
496
Naples Global Advisors
Florida
$2.94M -$48.9K -1,158 -2%
O
497
Ossiam
France
$2.92M +$1.42M +33,728 +107%
SF
498
Synovus Financial
Georgia
$2.91M +$453K +10,724 +20%
APF
499
Alaska Permanent Fund
Alaska
$2.89M -$172K -4,067 -6%
IEFM
500
IQ EQ Fund Management
Ireland
$2.89M -$35K -830 -1%

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.