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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
MIM
1251
Moseley Investment Management
Florida
$317K -$5.23K -124 -2%
CA
1252
Continuum Advisory
Idaho
$317K -$161K -3,827 -33%
CIA
1253
Choate Investment Advisors
Massachusetts
$316K -$30.8K -731 -9%
RCAG
1254
Rehmann Capital Advisory Group
Michigan
$314K -$7.93K -188 -3%
PHS
1255
Pekin Hardy Strauss
Illinois
$312K
PFSC
1256
Peoples Financial Services Corp
Pennsylvania
$311K -$46.9K -1,112 -14%
PAM
1257
Peak Asset Management
Colorado
$311K
AA
1258
Advisory Alpha
Michigan
$311K +$71.4K +1,693 +32%
TCA
1259
Trifecta Capital Advisors
Illinois
$311K -$15.2K -360 -5%
CAG
1260
Crestwood Advisors Group
Massachusetts
$307K +$8.48K +201 +3%
CBT
1261
Central Bank & Trust
Kentucky
$306K
NCTC
1262
New Covenant Trust Company
Indiana
$306K +$289K +6,846 New
AWM
1263
Ameliora Wealth Management
Switzerland
$306K +$103K +2,440 +55%
GIA
1264
Gladstone Institutional Advisory
Florida
$305K -$79.4K -1,882 -22%
FIB
1265
First Interstate Bank
Montana
$305K -$9.45K -224 -3%
LC
1266
Lindbrook Capital
California
$305K +$10.1K +240 +4%
RIA
1267
Realta Investment Advisors
Delaware
$304K -$1.1K -26 -0.4%
CCB
1268
Country Club Bank
Missouri
$304K -$2.4K -57 -0.8%
PAI
1269
Pittenger & Anderson Inc
Nebraska
$303K -$422K -10,000 -60%
TCB
1270
Texas Capital Bancshares
Texas
$303K +$13.6K +322 +5%
PI
1271
PGGM Investments
Netherlands
$301K +$284K +6,741 New
FFA
1272
Farther Finance Advisors
California
$300K +$57.1K +1,354 +25%
JFA
1273
JNBA Financial Advisors
Minnesota
$299K
BFG
1274
Beacon Financial Group
Texas
$297K -$27.7K -656 -9%
TFA
1275
Trinity Financial Advisors
Ohio
$297K -$51.9K -1,231 -16%

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.