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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
FLPIM
1076
F.L. Putnam Investment Management
Massachusetts
$424K -$979 -24 -0.2%
FCH
1077
Freestone Capital Holdings
Washington
$422K +$11.7K +286 +3%
AF
1078
Advisornet Financial
Minnesota
$422K +$24.5K +602 +6%
ACP
1079
Aveo Capital Partners
Colorado
$422K +$40.1K +983 +10%
CNFG
1080
Creegan & Nassoura Financial Group
New Hampshire
$421K
FFM
1081
Forum Financial Management
Illinois
$421K +$734 +18 +0.2%
EFG
1082
Everhart Financial Group
Ohio
$420K +$7.95K +195 +2%
EA
1083
Emerald Advisors
Washington
$420K +$187K +4,578 +76%
DFA
1084
DHJJ Financial Advisors
Illinois
$420K
SCA
1085
Sage Capital Advisors
South Dakota
$419K
EDRIA
1086
Edmonds Duncan Registered Investment Advisors
Kansas
$417K -$4.12K -101 -1%
BEI
1087
Benjamin Edwards Inc
Missouri
$415K -$10.6K -260 -2%
TSMHT
1088
Thurston Springer Miller Herd & Titak
Indiana
$415K +$426K +10,454 New
AIA
1089
Affinity Investment Advisors
California
$413K
LIA
1090
Lynx Investment Advisory
District of Columbia
$411K +$422K +10,344 New
KP
1091
Keel Point
Alabama
$410K +$124K +3,052 +46%
OAM
1092
Ostrum Asset Management
France
$410K -$32.7K -803 -7%
EM
1093
Excalibur Management
Massachusetts
$410K +$16.9K +415 +4%
SAM
1094
Smartleaf Asset Management
Massachusetts
$410K +$37.9K +929 +10%
AF
1095
Alerus Financial
North Dakota
$409K
CMAI
1096
Capital Management Associates Inc
Minnesota
$409K -$3.83K -94 -0.9%
HOWA
1097
Heritage Oak Wealth Advisors
Florida
$409K +$420K +10,293 New
AWM
1098
Accurate Wealth Management
Florida
$408K -$29.2K -715 -7%
SHFA
1099
SS&H Financial Advisors
Michigan
$407K
Fidelity International
1100
Fidelity International
Bermuda
$406K +$5.22K +128 +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.