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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
CSPIA
876
Cary Street Partners Investment Advisory
Virginia
$877K +$153K +3,617 +23%
FWM
877
Foguth Wealth Management
Michigan
$875K +$826K +19,573 New
LF
878
LifePlan Financial
Minnesota
$874K +$155K +3,670 +23%
JWCA
879
J.W. Coons Advisors
Ohio
$873K
MFWP
880
Mosaic Family Wealth Partners
Missouri
$871K +$11.1K +264 +1%
LIM
881
Leavell Investment Management
Alabama
$870K -$8.99K -213 -1%
WTC
882
WhitTier Trust Company
Nevada
$870K -$199K -4,714 -19%
IAS
883
Insigneo Advisory Services
Florida
$866K -$36.8K -873 -4%
PWM
884
Perigon Wealth Management
California
$866K +$18.5K +439 +2%
AFA
885
Atlas Financial Advisors
California
$864K +$48.7K +1,154 +6%
IMC Chicago
886
IMC Chicago
Illinois
$861K -$509K -12,058 -38%
PA
887
Parallel Advisors
California
$859K +$14.1K +333 +2%
PCS
888
Personal CFO Solutions
New Jersey
$858K +$216K +5,121 +36%
NIM
889
Northeast Investment Management
Massachusetts
$857K -$97.7K -2,316 -11%
BP
890
Ballentine Partners
Massachusetts
$849K -$151K -3,590 -16%
NG
891
Norden Group
Utah
$847K +$134K +3,182 +20%
FHA
892
First Horizon Advisors
Tennessee
$847K -$893K -21,154 -53%
RWM
893
Ritholtz Wealth Management
New York
$845K -$57.7K -1,368 -7%
BL
894
Balentine LLC
Georgia
$844K +$272K +6,450 +52%
LFG
895
Larson Financial Group
Missouri
$842K +$700K +16,582 +736%
SCTC
896
Sanibel Captiva Trust Company
Florida
$841K +$190K +4,495 +31%
MWM
897
Mittelman Wealth Management
Massachusetts
$839K +$792K +18,765 New
WGCA
898
Wolf Group Capital Advisors
Virginia
$833K
JCM
899
Jacobi Capital Management
Pennsylvania
$830K +$31.1K +738 +4%
AAS
900
Annex Advisory Services
Wisconsin
$824K +$17.1K +405 +2%

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.