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US Bancorp

1,713 hedge funds and large institutions have $55.8B invested in US Bancorp in 2024 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 628 increasing their positions, 685 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 88

15% more capital invested

Capital invested by funds: $48.4B → $55.8B (+$7.47B)

3% more funds holding

Funds holding: 1,6711,713 (+42)

1% more call options, than puts

Call options by funds: $457M | Put options by funds: $451M

0.16% more ownership

Funds ownership: 78.04%78.2% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

8% less repeat investments, than reductions

Existing positions increased: 628 | Existing positions reduced: 685

Holders
1,713
Holders Change
+42
Holders Change %
+2.51%
% of All Funds
24.59%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.36%
New
150
Increased
628
Reduced
685
Closed
88
Calls
$457M
Puts
$451M
Net Calls
+$5.71M
Net Calls Change
+$77M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
826
Jacobi Capital Management
Pennsylvania
$1M +$49K +1,117 +5%
PGA
827
Portland Global Advisors
Maine
$1M +$12.2K +278 +1%
DAS
828
Diversify Advisory Services
Utah
$1M -$73.2K -1,669 -7%
CBB
829
Citizens Business Bank
California
$1,000K -$17.8K -406 -2%
AAS
830
Ameritas Advisory Services
Nebraska
$997K -$30.7K -701 -3%
PIM
831
Plato Investment Management
Australia
$995K
SWP
832
Stratos Wealth Partners
Ohio
$988K -$8.51K -194 -0.9%
TG
833
TCW Group
California
$973K -$22.6K -515 -2%
AIP
834
Ameritas Investment Partners
Nebraska
$970K -$30.1K -687 -3%
TFS
835
Thoroughbred Financial Services
Tennessee
$967K -$19.5K -445 -2%
PA
836
Parallel Advisors
California
$964K +$53.4K +1,218 +6%
MPM
837
Meritage Portfolio Management
Kansas
$958K
PA
838
Procyon Advisors
Connecticut
$954K +$36.1K +823 +4%
PTC
839
Private Trust Company
Ohio
$953K +$17.2K +392 +2%
AL
840
Aspiriant LLC
California
$950K +$35.2K +803 +4%
SAM
841
SignalPoint Asset Management
Missouri
$941K +$44 +1 +0%
MFG
842
MidWestOne Financial Group
Iowa
$941K
NSIM
843
North Star Investment Management
Illinois
$935K -$77.5K -1,768 -8%
MFIM
844
Mesirow Financial Investment Management
Illinois
$931K -$264K -6,021 -23%
Fidelity International
845
Fidelity International
Bermuda
$930K +$443K +10,093 +99%
DG
846
DMC Group
Alabama
$929K +$130K +2,954 +17%
BCP
847
Blackhawk Capital Partners
Wisconsin
$922K +$18.3K +418 +2%
IAS
848
Insigneo Advisory Services
Florida
$920K +$138K +3,144 +19%
PWM
849
Perigon Wealth Management
California
$920K +$26.8K +612 +3%
WAAG
850
Wealth Alliance Advisory Group
Kansas
$920K +$491K +11,205 +126%

USB Hedge Fund Activity: Q3 2024 in Review

1,713 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q3 2024, worth a combined $55.8B — up 15% from $48.4B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new USB positions and 88 closed out — a net gain of 62 holders — while 628 added to existing stakes and 685 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $691M. The largest seller was MUFG Bank, cutting an estimated $945M.

  • 1,713 institutional investors held US Bancorp (USB) as of Q3 2024, up from 1,671 in Q2 2024.
  • Funds reported $55.8B of US Bancorp stock for Q3 2024, up 15% quarter-over-quarter.
  • 150 funds opened new US Bancorp positions in Q3 2024 and 88 closed out, a net change of +62 holders.
  • The largest US Bancorp buyer in Q3 2024 was Fidelity Investments, an estimated $691M added.
  • The largest US Bancorp seller in Q3 2024 was MUFG Bank, an estimated $945M sold.

Based on aggregated 13F filings for Q3 2024.