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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
SHFA
1101
SS&H Financial Advisors
Michigan
$457K -$45.4K -1,075 -9%
NHT
1102
New Hampshire Trust
New Hampshire
$457K -$3.17K -75 -0.7%
FAG
1103
Fortitude Advisory Group
Washington
$456K -$130K -3,086 -23%
FWM
1104
Forza Wealth Management
Florida
$455K
CWA
1105
Centennial Wealth Advisory
Michigan
$454K +$1.6K +38 +0.4%
CCA
1106
Checchi Capital Advisers
California
$454K +$4.22K +100 +1%
CCMG
1107
Clark Capital Management Group
Pennsylvania
$453K -$74.4K -1,763 -15%
Fidelity International
1108
Fidelity International
Bermuda
$452K +$51.6K +1,222 +14%
SAM
1109
Sompo Asset Management
Japan
$451K -$1.86M -44,000 -81%
HI
1110
Hendershot Investments
Virginia
$450K
SNBOSCI
1111
Security National Bank of Sioux City Iowa
Iowa
$449K -$4.18K -99 -1%
AF
1112
Advisornet Financial
Minnesota
$448K -$80.3K -1,902 -16%
PWPS
1113
Pinnacle Wealth Planning Services
Ohio
$448K +$79.8K +1,890 +23%
BAM
1114
Belpointe Asset Management
Nevada
$447K -$815K -19,323 -66%
MW
1115
Marcum Wealth
Ohio
$447K +$163K +3,868 +63%
SP
1116
Symmetry Partners
Connecticut
$446K
KWM
1117
Kolinsky Wealth Management
New Jersey
$445K +$19.9K +471 +5%
SCM
1118
Steele Capital Management
Iowa
$444K -$7.76K -184 -2%
EM
1119
Excalibur Management
Massachusetts
$443K -$591 -14 -0.1%
OC
1120
Oarsman Capital
Wisconsin
$443K +$120K +2,855 +40%
CI
1121
Conning Inc
Connecticut
$440K -$16K -380 -4%
IAIM
1122
International Assets Investment Management
Florida
$440K -$8.27K -196 -2%
WPC
1123
White Pine Capital
Minnesota
$440K -$3.8K -90 -0.8%
BMO
1124
Beck Mack & Oliver
New York
$438K -$15.3K -362 -4%
ADL
1125
Asset Dedication LLC
California
$437K +$253 +6 +0.1%

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.