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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
RP
1276
Riverwater Partners
Wisconsin
$296K +$280K +6,631 New
KP
1277
Keel Point
Alabama
$296K +$10.7K +253 +4%
CRIG
1278
Charter Research & Investment Group
Connecticut
$296K
HR
1279
Hardy Reed
Mississippi
$295K -$6.33K -150 -2%
PS
1280
Portfolio Strategies
New York
$295K +$278K +6,598 New
IVP
1281
Intrinsic Value Partners
Arizona
$295K -$6.67K -158 -2%
HS
1282
Horan Securities
United States
$294K +$53.4K +1,265 +24%
CBTWT
1283
Community Bank & Trust (Waco, Texas)
Texas
$293K
S
1284
Sunpointe
Missouri
$292K +$16K +380 +6%
DWM
1285
Dynasty Wealth Management
Florida
$292K +$275K +6,522 New
LFAS
1286
Level Four Advisory Services
Texas
$291K
TCA
1287
Transcend Capital Advisors
New Jersey
$291K -$12.9K -306 -4%
HL
1288
HeadInvest LLC
Maine
$291K -$1.39K -33 -0.5%
NIC
1289
Northwest Investment Counselors
Oregon
$286K -$12.7K -300 -4%
MFC
1290
Mechanics Financial Corp
Ohio
$285K
CSPAM
1291
Cary Street Partners Asset Management
Virginia
$285K
CI Investments Inc
1292
CI Investments Inc
Ontario, Canada
$285K +$90.3K +2,140 +51%
GFA
1293
Gallagher Fiduciary Advisors
Illinois
$284K +$7.81K +185 +3%
TFA
1294
Transamerica Financial Advisors
Florida
$283K -$279K -6,623 -51%
IHL
1295
Investment House LLC
California
$283K
EP
1296
EPIQ Partners
Minnesota
$282K
RTC
1297
Riverview Trust Company
Washington
$282K
JWM
1298
Jeppson Wealth Management
California
$282K -$8.06K -191 -3%
P
1299
&Partners
Tennessee
$281K +$266K +6,297 New
NFA
1300
Northern Financial Advisors
Michigan
$281K

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.