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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
GAM
851
Groupama Asset Management
France
$919K -$55.2K -1,259 -3%
MC
852
Moors & Cabot
Massachusetts
$919K -$114K -2,609 -11%
FTWA
853
Fifth Third Wealth Advisors
Ohio
$918K +$15.6K +355 +2%
BCM
854
Brasada Capital Management
Texas
$915K -$110K -2,500 -11%
FGI
855
Foresight Global Investors
New York
$915K +$877K +20,000 New
PI
856
Parkside Investments
Illinois
$915K +$877K +20,000 New
BP
857
Ballentine Partners
Massachusetts
$914K +$101K +2,312 +13%
QCIG
858
Quad-Cities Investment Group
Iowa
$912K -$33.2K -757 -4%
HWA
859
HCR Wealth Advisors
California
$910K +$4.47K +102 +0.5%
NRS
860
Neville Rodie & Shaw
New York
$907K -$2.85K -65 -0.3%
ZF
861
Zega Financial
Florida
$906K +$869K +19,818 New
FP
862
Financial Perspectives
Minnesota
$905K +$965 +22 +0.1%
BA
863
Bridgewater Advisors
New York
$902K +$21.1K +482 +3%
VWA
864
Visionary Wealth Advisors
Illinois
$892K -$1.23K -28 -0.1%
LIM
865
Leavell Investment Management
Alabama
$888K -$4.04K -92 -0.5%
MWM
866
Mission Wealth Management
California
$886K +$3.99K +91 +0.5%
RC
867
Rovin Capital
Arizona
$885K +$92.9K +2,119 +12%
SLI
868
Sumitomo Life Insurance
Japan
$873K +$21.1K +481 +3%
Jacobs Levy Equity Management
869
Jacobs Levy Equity Management
New Jersey
$871K +$607K +13,849 +267%
JWM
870
JGP Wealth Management
Oregon
$867K +$23.6K +538 +3%
TSWM
871
Triangle Securities Wealth Management
North Carolina
$863K -$98.8K -2,252 -11%
LBC
872
Lowe Brockenbrough & Co
Virginia
$862K -$29.9K -682 -4%
AWA
873
Arete Wealth Advisors
Illinois
$860K -$596K -13,596 -42%
EWA
874
Exencial Wealth Advisors
Oklahoma
$859K +$26.5K +604 +3%
FCB
875
First County Bank
Connecticut
$853K -$176K -4,011 -18%

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.