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US Bancorp
USB

Overview Fund Activity

1,688 hedge funds and large institutions have $54.5B invested in US Bancorp in 2024 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 647 increasing their positions, 683 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,688
Holders Change
-5
Holders Change %
-0.3%
% of All Funds
24.47%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
0.52%
New
128
Increased
647
Reduced
683
Closed
109
Calls
$435M
Puts
$568M
Net Calls
-$132M
Net Calls Change
+$2.21M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$584M
2
Charles Schwab
Charles Schwab
California
+$502M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$142M
4
Bank of America
Bank of America
North Carolina
+$116M
5
BlackRock
BlackRock
New York
+$108M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$567M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$248M
3
Deutsche Bank
Deutsche Bank
Germany
-$212M
4
Norges Bank
Norges Bank
Norway
-$195M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
1076
Phillips Wealth Planners
Mississippi
$471K +$45K +1,097 +11%
OFG
1077
Oxford Financial Group
Indiana
$471K +$7.6K +170 +2%
CSC
1078
Caldwell Sutter Capital
California
$471K +$16.6K +372 +4%
WBC
1079
Westpac Banking Corp
Australia
$469K -$1.97K -44 -0.4%
OCG
1080
Opus Capital Group
Ohio
$467K -$150K -3,352 -24%
CAM
1081
Concorde Asset Management
Michigan
$467K +$125K +2,820 +37%
AWE
1082
Avidian Wealth Enterprises
Texas
$466K +$14.8K +330 +3%
WWM
1083
Whalen Wealth Management
Nevada
$466K +$466K +10,429 New
FIA
1084
Foundations Investment Advisors
Arizona
$466K +$46.5K +1,041 +11%
AIA
1085
Affinity Investment Advisors
California
$465K – – –
CMAI
1086
Capital Management Associates Inc
Minnesota
$464K -$6.26K -140 -1%
EFG
1087
Everhart Financial Group
Ohio
$464K -$13.1K -292 -3%
PCIA
1088
Prime Capital Investment Advisors
Kansas
$463K +$9.16K +205 +2%
FCH
1089
Freestone Capital Holdings
Washington
$462K -$2.21M -49,341 -83%
AF
1090
Alerus Financial
North Dakota
$460K -$28.4K -635 -6%
BAM
1091
Berkshire Asset Management
Pennsylvania
$460K -$61.2K -1,370 -12%
SWM
1092
SeaCrest Wealth Management
New York
$459K -$650K -14,543 -59%
SPL
1093
Smart Portfolios LLC
Washington
$458K +$19K +425 +4%
SHFA
1094
SS&H Financial Advisors
Michigan
$457K -$48K -1,075 -9%
NHT
1095
New Hampshire Trust
New Hampshire
$457K -$3.35K -75 -0.7%
FAG
1096
Fortitude Advisory Group
Washington
$456K -$138K -3,086 -23%
FWM
1097
Forza Wealth Management
Florida
$455K – – –
CWA
1098
Centennial Wealth Advisory
Michigan
$454K +$1.7K +38 +0.4%
CCA
1099
Checchi Capital Advisers
California
$454K +$4.47K +100 +1%
CCMG
1100
Clark Capital Management Group
Pennsylvania
$453K -$78.8K -1,763 -15%
42 43
44
45 46