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US Bancorp

1,670 hedge funds and large institutions have $48.4B invested in US Bancorp in 2024 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 598 increasing their positions, 671 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.49% less ownership

Funds ownership: 78.53%78.04% (-0.49%)

4% less first-time investments, than exits

New positions opened: 135 | Existing positions closed: 141

2% less funds holding

Funds holding: 1,7011,670 (-31)

11% less repeat investments, than reductions

Existing positions increased: 598 | Existing positions reduced: 671

11% less capital invested

Capital invested by funds: $54.6B → $48.4B (-$6.25B)

20% less call options, than puts

Call options by funds: $277M | Put options by funds: $348M

31% less funds holding in top 10

Funds holding in top 10: 3625 (-11)

Holders
1,670
Holders Change
-31
Holders Change %
-1.82%
% of All Funds
24.12%
Holding in Top 10
25
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-30.56%
% of All Funds
0.36%
New
135
Increased
598
Reduced
671
Closed
141
Calls
$277M
Puts
$348M
Net Calls
-$71.3M
Net Calls Change
+$61M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
676
Schnieders Capital Management
California
$1.52M -$38.1K -934 -2%
AWM
677
Aviso Wealth Management
Washington
$1.51M -$76.2K -1,868 -5%
PWG
678
Portside Wealth Group
Utah
$1.51M -$107K -2,623 -6%
FTDI
679
First Trust Direct Indexing
Massachusetts
$1.5M +$34.1K +836 +2%
MFWM
680
Motley Fool Wealth Management
Virginia
$1.5M -$24.4K -599 -2%
GT
681
Greenleaf Trust
Michigan
$1.49M -$102K -2,513 -6%
CIM
682
CCLA Investment Management
United Kingdom
$1.49M
RAM
683
Redmond Asset Management
Virginia
$1.49M -$17.6K -431 -1%
CK
684
Cohen Klingenstein
New York
$1.48M
BRWA
685
B. Riley Wealth Advisors
Florida
$1.47M -$796K -19,521 -35%
EFSCE
686
Enterprise Financial Services Corp (EFSC)
Missouri
$1.46M -$30.2K -741 -2%
EAM
687
Eukles Asset Management
Ohio
$1.46M +$31.3K +768 +2%
CAM
688
Carret Asset Management
New York
$1.45M -$86.7K -2,125 -6%
WWM
689
Western Wealth Management
Colorado
$1.44M +$24.8K +607 +2%
SB
690
Simmons Bank
Arkansas
$1.44M -$85.9K -2,106 -5%
SAG
691
SageView Advisory Group
California
$1.44M +$1.48M +36,171 New
CA
692
Cullinan Associates
Kentucky
$1.43M
WFL
693
Wealth Forward LLC
North Dakota
$1.43M +$82 +2 +0%
MFG
694
Mosaic Financial Group
Illinois
$1.43M
SSC
695
Syverson Strege & Co
Iowa
$1.43M +$571 +14 +0%
SPIA
696
Steward Partners Investment Advisory
New York
$1.43M -$87.9K -2,156 -6%
IPW
697
Impact Partnership Wealth
Georgia
$1.42M +$141K +3,455 +11%
SC
698
SouthState Corp
Florida
$1.41M -$18.7K -459 -1%
SFS
699
Stiles Financial Services
Minnesota
$1.41M -$187K -4,582 -11%
Vontobel Holding
700
Vontobel Holding
Switzerland
$1.39M +$422K +10,349 +42%

USB Hedge Fund Activity: Q2 2024 in Review

1,670 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q2 2024, worth a combined $48.4B — down 11% from $54.6B a quarter earlier.

Sellers outnumbered buyers: 141 funds closed out of USB and 135 opened new positions — a net loss of 6 holders — while 671 trimmed existing stakes and 598 added.

The largest buyer was Balyasny Asset Management, adding an estimated $153M. The largest seller was JP Morgan Chase, cutting an estimated $694M.

  • 1,670 institutional investors held US Bancorp (USB) as of Q2 2024, down from 1,701 in Q1 2024.
  • Funds reported $48.4B of US Bancorp stock for Q2 2024, down 11% quarter-over-quarter.
  • 135 funds opened new US Bancorp positions in Q2 2024 and 141 closed out, a net change of -6 holders.
  • The largest US Bancorp buyer in Q2 2024 was Balyasny Asset Management, an estimated $153M added.
  • The largest US Bancorp seller in Q2 2024 was JP Morgan Chase, an estimated $694M sold.

Based on aggregated 13F filings for Q2 2024.