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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
LBC
876
Lowe Brockenbrough & Co
Virginia
$777K -$14.9K -365 -2%
LIM
877
Leavell Investment Management
Alabama
$776K +$1.79K +44 +0.2%
VWA
878
Visionary Wealth Advisors
Illinois
$775K -$3.62M -88,765 -82%
PWM
879
Perigon Wealth Management
California
$775K +$6.08K +149 +0.8%
IFU
880
iSAM Funds (UK)
United Kingdom
$768K +$789K +19,350 New
JWCA
881
J.W. Coons Advisors
Ohio
$767K -$8.16K -200 -1%
MWM
882
Mission Wealth Management
California
$765K +$40.9K +1,002 +5%
WPC
883
Wedmont Private Capital
Pennsylvania
$762K +$81.2K +1,991 +12%
RA
884
RFG Advisory
Alabama
$762K -$63.9K -1,566 -8%
JFG
885
Jefferies Financial Group
New York
$761K +$782K +19,180 New
MFWP
886
Mosaic Family Wealth Partners
Missouri
$758K -$16.4K -401 -2%
ACM
887
AlphaStar Capital Management
North Carolina
$758K -$50K -1,226 -6%
LF
888
LifePlan Financial
Minnesota
$757K -$19.2K -472 -2%
NS
889
NBC Securities
Alabama
$752K -$61K -1,496 -7%
CCAL
890
City Center Advisors LLC
Michigan
$749K
NAS
891
Nicolet Advisory Services
Wisconsin
$747K -$136K -3,344 -15%
MWM
892
Mittelman Wealth Management
Massachusetts
$745K
LFM
893
LGT Fund Management
Liechtenstein
$742K +$763K +18,700 New
SLI
894
Sumitomo Life Insurance
Japan
$739K -$101K -2,467 -12%
SCTC
895
Sanibel Captiva Trust Company
Florida
$735K -$11.7K -287 -2%
DT
896
Diversified Trust
Tennessee
$735K +$755K +18,505 New
FHA
897
First Horizon Advisors
Tennessee
$734K -$18.1K -443 -2%
JWM
898
JGP Wealth Management
Oregon
$732K -$131K -3,202 -15%
BPWM
899
Badgley Phelps Wealth Managers
Washington
$725K
PAM
900
Panagora Asset Management
Massachusetts
$723K -$571 -14 -0.1%

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.