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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
DAS
826
Diversify Advisory Services
Utah
$898K -$192K -4,700 -17%
AAS
827
Ameritas Advisory Services
Nebraska
$894K -$33K -808 -3%
BCM
828
Brasada Capital Management
Texas
$893K +$918K +22,500 New
SN
829
Sittner & Nelson
Oregon
$892K +$652 +16 +0.1%
MG
830
Mather Group
Illinois
$888K +$315K +7,732 +64%
CBB
831
Citizens Business Bank
California
$884K -$595K -14,595 -40%
LNWWM
832
Laird Norton Wetherby Wealth Management
California
$882K -$45.3K -1,112 -5%
NSIM
833
North Star Investment Management
Illinois
$882K -$90.2K -2,213 -9%
MCM
834
Mengis Capital Management
Oregon
$879K -$2.13M -52,204 -70%
AIP
835
Ameritas Investment Partners
Nebraska
$869K -$13.5K -330 -1%
SWP
836
Stratos Wealth Partners
Ohio
$866K -$92.4K -2,265 -9%
PIM
837
Plato Investment Management
Australia
$865K -$1.18K -29 -0.1%
TG
838
TCW Group
California
$865K -$375K -9,196 -30%
PGA
839
Portland Global Advisors
Maine
$861K -$755K -18,505 -46%
OIAM
840
OFI Invest Asset Management
France
$859K +$27K +662 +3%
FFM
841
Flagstone Financial Management
Nebraska
$858K +$122 +3 +0%
TFS
842
Thoroughbred Financial Services
Tennessee
$857K +$496K +12,164 +129%
Nomura Holdings
843
Nomura Holdings
Japan
$849K -$1.34M -32,797 -61%
BG
844
Bollard Group
Massachusetts
$841K +$16.3K +400 +2%
TSWM
845
Triangle Securities Wealth Management
North Carolina
$839K -$52.8K -1,295 -6%
MLA
846
My Legacy Advisors
Oregon
$836K +$6.53K +160 +0.8%
AFCM
847
Applied Finance Capital Management
Puerto Rico
$834K +$856K +20,998 New
MPM
848
Meritage Portfolio Management
Kansas
$832K -$816 -20 -0.1%
PFA
849
Pathway Financial Advisers
Indiana
$829K +$17K +416 +2%
JCM
850
Jacobi Capital Management
Pennsylvania
$828K +$93.6K +2,295 +12%

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.