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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
GC
1051
Gratus Capital
Georgia
$506K -$37.1K -880 -7%
ESB
1052
Essex Savings Bank
Connecticut
$506K
EI
1053
Ellevest Inc
New York
$505K +$37.3K +884 +8%
PIM
1054
Penobscot Investment Management
Massachusetts
$502K +$29.5K +700 +7%
SW
1055
SVB Wealth
Massachusetts
$502K +$26.2K +622 +6%
FFWM
1056
Future Financial Wealth Management
Ohio
$498K +$3.88K +92 +0.8%
IFWM
1057
Institute for Wealth Management
Colorado
$498K
OAM
1058
Ostrum Asset Management
France
$497K
MWM
1059
Modera Wealth Management
New Jersey
$497K -$18.1K -430 -4%
LSAG
1060
Lake Street Advisors Group
New Hampshire
$495K +$2.95K +70 +0.6%
RIL
1061
Rothschild Investment LLC
Illinois
$493K +$2.53K +60 +0.5%
MSWM
1062
McGlone Suttner Wealth Management
Wisconsin
$492K +$43.1K +1,022 +10%
PWS
1063
Precision Wealth Strategies
Missouri
$492K -$29.3K -694 -6%
TCWM
1064
Total Clarity Wealth Management
Illinois
$491K -$23.6K -559 -5%
ANBTV
1065
American National Bank & Trust (Virginia)
Virginia
$491K +$463K +10,982 New
CPIG
1066
Chicago Partners Investment Group
Illinois
$487K +$3.29K +78 +0.7%
MWM
1067
Modern Wealth Management
Kansas
$487K +$79.7K +1,889 +21%
FM
1068
Foster & Motley
Ohio
$484K -$37.6K -890 -8%
RFN
1069
RDA Financial Network
Iowa
$484K -$1.05K -25 -0.2%
AWM
1070
Avior Wealth Management
Nebraska
$484K +$78.8K +1,867 +21%
LSA
1071
Lion Street Advisors
Texas
$481K
ERIC
1072
Eagle Rock Investment Company
Georgia
$481K
BEI
1073
Benjamin Edwards Inc
Missouri
$479K -$199K -4,706 -31%
FLPIM
1074
F.L. Putnam Investment Management
Massachusetts
$478K +$10.9K +258 +2%
IP
1075
Ignite Planners
California
$478K -$5.78K -137 -1%

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.