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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
EWA
901
Exencial Wealth Advisors
Oklahoma
$721K +$39.9K +979 +6%
PCS
902
Personal CFO Solutions
New Jersey
$720K -$42.8K -1,049 -5%
WI
903
WrapManager Inc
California
$720K -$97K -2,379 -12%
NIM
904
Northeast Investment Management
Massachusetts
$720K -$42.3K -1,038 -5%
NG
905
Norden Group
Utah
$717K -$35.8K -877 -5%
BW
906
Bison Wealth
Georgia
$717K
TCM
907
Twin Capital Management
Pennsylvania
$714K
FWP
908
FAS Wealth Partners
Kansas
$711K +$5.5K +135 +0.8%
AFA
909
Atlas Financial Advisors
California
$711K -$58.2K -1,426 -7%
BFAG
910
Blackston Financial Advisory Group
Florida
$710K +$165K +4,043 +29%
CIAS
911
CFS Investment Advisory Services
New Jersey
$707K +$727K +17,816 New
AFG
912
Atomi Financial Group
New York
$706K +$188K +4,608 +35%
AAS
913
Annex Advisory Services
Wisconsin
$706K -$26.5K -650 -4%
CCM
914
Cohen Capital Management
California
$703K +$722K +17,700 New
VHAM
915
Van Hulzen Asset Management
California
$702K -$20.4K -500 -3%
BP
916
Ballentine Partners
Massachusetts
$701K -$54.3K -1,332 -7%
WTC
917
WhitTier Trust Company
Nevada
$699K -$75.2K -1,844 -9%
FMWA
918
Forvis Mazars Wealth Advisors
Missouri
$699K +$47.1K +1,154 +7%
VC
919
Vestor Capital
Illinois
$699K +$18.6K +456 +3%
ACA
920
Aptus Capital Advisors
Alabama
$695K +$87.4K +2,143 +14%
AIM
921
AHL Investment Management
Florida
$695K +$714K +17,506 New
IAS
922
Insigneo Advisory Services
Florida
$693K -$89.1K -2,186 -11%
MA
923
Montag & Associates
Georgia
$691K
PFBT
924
Parkside Financial Bank & Trust
Missouri
$690K -$39.8K -975 -5%
DG
925
DMC Group
Alabama
$689K +$69.4K +1,703 +11%

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.