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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
SCM
1151
Sebold Capital Management
Illinois
$412K +$12.7K +300 +3%
CIC
1152
Chase Investment Counsel
Virginia
$411K +$19.1K +452 +5%
BWP
1153
BSW Wealth Partners
Colorado
$411K +$92.9K +2,202 +31%
IPWA
1154
International Private Wealth Advisors
California
$411K +$175K +4,159 +83%
RBC
1155
Romano Brothers & Co
Illinois
$411K
FC
1156
Fusion Capital
South Carolina
$411K +$87.9K +2,082 +29%
CWM
1157
Concentric Wealth Management
California
$408K -$98.5K -2,334 -20%
BFG
1158
Berger Financial Group
Minnesota
$408K +$29K +687 +8%
CFFP
1159
Center for Financial Planning
Michigan
$407K +$2.83K +67 +0.7%
PWM
1160
Paulson Wealth Management
Illinois
$406K -$1.44K -34 -0.4%
LJHT
1161
Laurie J. Hall Trustee
$405K
PI
1162
PFG Investments
New York
$404K -$102K -2,408 -21%
SIC
1163
Sterling Investment Counsel
New York
$402K +$20.3K +480 +6%
CST
1164
Charles Schwab Trust
Nevada
$401K
BWP
1165
Baldwin Wealth Partners
Massachusetts
$400K -$55.6K -1,317 -13%
ACP
1166
Aveo Capital Partners
Colorado
$399K -$64.7K -1,533 -14%
WAAG
1167
Wealth Alliance Advisory Group
Kansas
$398K
LW
1168
Linscomb Wealth
Texas
$396K -$5.19K -123 -1%
KIA
1169
KLR Investment Advisors
Rhode Island
$396K -$22.6K -535 -5%
SWM
1170
Spire Wealth Management
Virginia
$395K +$26.8K +636 +8%
BTI
1171
Blue Trust Inc
Georgia
$395K +$23.7K +561 +7%
NWM
1172
Northwest Wealth Management
Iowa
$393K -$6.84K -162 -2%
FAFN
1173
First Affirmative Financial Network
Colorado
$392K +$1.52K +36 +0.4%
BFA
1174
Bragg Financial Advisors
North Carolina
$391K +$3.33K +79 +0.9%
EIG
1175
Ellenbecker Investment Group
Wisconsin
$390K +$18K +426 +5%

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.