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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
BWP
1301
Barlow Wealth Partners
Kentucky
$280K -$19.1K -452 -6%
HPM
1302
Hoxton Planning & Management
West Virginia
$278K +$12.9K +306 +5%
PFA
1303
Pure Financial Advisors
California
$278K -$1.01M -23,989 -79%
BCA
1304
Bay Colony Advisors
Massachusetts
$275K +$7.13K +169 +3%
HIC
1305
Hartline Investment Corp
Illinois
$275K +$260K +6,153 New
IIA
1306
Integral Investment Advisors
California
$274K +$263K +6,234 New
SWM
1307
Sculati Wealth Management
Michigan
$273K -$20.9K -495 -7%
SFC
1308
Strategic Financial Concepts
Texas
$272K -$5.95K -141 -2%
AI
1309
Arrien Investments
Idaho
$272K
MHIC
1310
Marble Harbor Investment Counsel
Massachusetts
$270K
BCV
1311
Banque Cantonale Vaudoise
Switzerland
$270K +$83.7K +1,983 +49%
AFA
1312
AA Financial Advisors
Ohio
$269K +$254K +6,028 New
BWM
1313
Baron Wealth Management
Michigan
$269K +$30.9K +733 +14%
CAMG
1314
CWA Asset Management Group
Florida
$269K -$161K -3,826 -39%
GIA
1315
Gateway Investment Advisers
Ohio
$269K -$17K -403 -6%
AF
1316
Arrow Financial
New York
$269K -$186K -4,401 -42%
EA
1317
Emerald Advisors
Washington
$268K +$6.37K +151 +3%
TGAM
1318
TBH Global Asset Management
Tennessee
$268K +$253K +5,994 New
NAM
1319
NTV Asset Management
West Virginia
$266K
BDFN
1320
Bond & Devick Financial Network
Minnesota
$266K -$14.8K -351 -6%
RFS
1321
Richardson Financial Services
Massachusetts
$266K +$20.5K +485 +9%
AFT
1322
Alpha Family Trust
California
$265K
CIC
1323
Crawford Investment Counsel
Georgia
$264K -$171K -4,043 -41%
CFP
1324
Catalyst Financial Partners
Massachusetts
$264K +$14.4K +342 +5%
FMC
1325
First Merchants Corp
Indiana
$262K -$42.4K -1,005 -15%

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.