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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
CA
501
Claro Advisors
Massachusetts
$2.88M -$163K -3,855 -6%
XF
502
XML Financial
Maryland
$2.88M -$412K -9,765 -13%
EWA
503
EP Wealth Advisors
California
$2.84M +$172K +4,068 +7%
HCMT
504
Highland Capital Management (Tennessee)
Tennessee
$2.84M -$20.4K -483 -0.8%
VCM
505
Vision Capital Management
Oregon
$2.83M -$8.82K -209 -0.3%
LC
506
LCNB Corp
Ohio
$2.82M +$37K +877 +1%
BHIA
507
Birch Hill Investment Advisors
Massachusetts
$2.81M -$259K -6,138 -9%
MLICM
508
Metropolitan Life Insurance Company (MetLife)
New York
$2.81M -$24.4K -578 -0.9%
TAM
509
Tealwood Asset Management
Minnesota
$2.8M +$971 +23 +0%
CFD
510
Creative Financial Designs
Indiana
$2.79M -$44.6K -1,057 -2%
FFN
511
Focus Financial Network
Minnesota
$2.79M -$2.26M -53,566 -43%
EOJOAM
512
E. Ohman J:or Asset Management
Sweden
$2.79M +$135K +3,200 +5%
FAM
513
Fenimore Asset Management
New York
$2.79M
CCM
514
Coldstream Capital Management
Washington
$2.78M +$186K +4,413 +8%
AG
515
Ascent Group
Virginia
$2.75M +$3.75K +89 +0.1%
OWM
516
OneAscent Wealth Management
Alabama
$2.71M +$16.8K +398 +0.7%
PI
517
PEAK6 Investments
Illinois
$2.7M -$296K -7,020 -10%
FNBT
518
FineMark National Bank & Trust
Florida
$2.69M -$2.53K -60 -0.1%
FDCDDQ
519
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.69M -$217K -5,134 -8%
CLOS
520
Compagnie Lombard Odier SCmA
Switzerland
$2.68M
IA
521
IFG Advisory
Georgia
$2.67M -$370K -8,764 -13%
LA
522
Lynch & Associates
Indiana
$2.67M -$760 -18 -0%
9WM
523
9258 Wealth Management
Ohio
$2.66M
FNA
524
First National Advisers
Nebraska
$2.66M +$256K +6,067 +11%
SPG
525
Strategic Planning Group
Utah
$2.64M +$481K +11,407 +24%

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.