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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
WA
1201
Waverly Advisors
Alabama
$318K +$20.4K +501 +7%
KIG
1202
Kessler Investment Group
Indiana
$318K
LWANC
1203
Laurel Wealth Advisors (North Carolina)
North Carolina
$318K -$16.6K -407 -5%
PL
1204
Perpetual Ltd
Australia
$317K -$8.56K -210 -3%
MAWA
1205
Moss Adams Wealth Advisors
Washington
$316K +$17.6K +431 +6%
BHPW
1206
Beverly Hills Private Wealth
California
$315K -$26.9K -659 -8%
LW
1207
Linscomb Wealth
Texas
$314K -$38.9K -953 -11%
LIA
1208
LBMC Investment Advisors
Tennessee
$312K +$1.18K +29 +0.4%
TC
1209
Trilogy Capital
California
$312K +$10.8K +266 +4%
DW
1210
Dodds Wealth
Colorado
$312K
MLL
1211
Moody Lynn & Lieberson
Massachusetts
$310K -$12K -294 -4%
SFB
1212
STAR Financial Bank
Indiana
$309K +$10.2K +250 +3%
PFGIA
1213
Patriot Financial Group Insurance Agency
Massachusetts
$308K +$129K +3,160 +69%
CWP
1214
Core Wealth Partners
California
$308K +$316K +7,750 New
NP
1215
Nilsine Partners
Colorado
$307K +$15.5K +380 +5%
BWM
1216
Baron Wealth Management
Michigan
$307K +$69.7K +1,710 +28%
BCV
1217
Banque Cantonale Vaudoise
Switzerland
$306K +$67.8K +1,663 +28%
CWM
1218
Concentric Wealth Management
California
$306K -$57.7K -1,415 -16%
CP
1219
Creekside Partners
California
$306K +$314K +7,702 New
MWC
1220
MBM Wealth Consultants
Missouri
$305K +$4.16K +102 +1%
AFG
1221
Allegheny Financial Group
Pennsylvania
$305K +$1.06K +26 +0.3%
CAM
1222
Concorde Asset Management
Michigan
$304K -$115K -2,817 -27%
PAG
1223
Paladin Advisory Group
Iowa
$304K
SXL
1224
Summit X LLC
Missouri
$303K +$18.4K +451 +6%
GFA
1225
Gallagher Fiduciary Advisors
Illinois
$303K +$52K +1,275 +20%