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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
LSA
951
L & S Advisors
California
$627K
LJAC
952
L.J. Altfest & Co
New York
$619K +$2.73K +67 +0.4%
SWA
953
Stratos Wealth Advisors
Ohio
$618K +$162K +3,965 +34%
CAM
954
Cidel Asset Management
Ontario, Canada
$615K -$20.7K -508 -3%
Koshinski Asset Management
955
Koshinski Asset Management
Illinois
$613K -$40.5K -994 -6%
APW
956
Axim Planning & Wealth
Ohio
$612K
LIM
957
Longfellow Investment Management
Massachusetts
$608K +$4.28K +105 +0.7%
PGIM
958
Pacific Global Investment Management
California
$607K +$34.5K +845 +6%
DDC
959
DF Dent & Co
Maryland
$606K +$76K +1,863 +14%
OTL
960
Oak Thistle LLC
New York
$605K +$621K +15,239 New
VAS
961
Vestmark Advisory Solutions
Massachusetts
$599K -$514K -12,605 -46%
OFS
962
Oldfather Financial Services
Nebraska
$596K
SFP
963
Shepherd Financial Partners
Massachusetts
$594K +$15K +369 +3%
ECM
964
Evergreen Capital Management
Washington
$592K +$48.2K +1,183 +9%
PA
965
Prossimo Advisors
California
$592K +$608K +14,916 New
GSB
966
Greenfield Savings Bank
Massachusetts
$590K +$63.5K +1,556 +12%
CT
967
Chicago Trust
Illinois
$590K -$263K -6,458 -30%
SFP
968
Sweet Financial Partners
Minnesota
$587K -$5.46K -134 -0.9%
CC
969
Centiva Capital
New York
$585K -$1.2M -29,508 -67%
WT
970
Whittier Trust
California
$584K -$77.6K -1,903 -11%
CTWM
971
Cherry Tree Wealth Management
Minnesota
$582K
KA
972
Kintegral Advisory
New York
$579K +$80.2K +1,966 +16%
SC
973
Steph & Co
Wisconsin
$579K -$16.7K -409 -3%
SBIA
974
Sheaff Brock Investment Advisors
Indiana
$573K -$15.3K -375 -3%
MMG
975
Monetary Management Group
Missouri
$570K -$110K -2,700 -16%

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.