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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
Empower Advisory Group
1426
Empower Advisory Group
Colorado
$207K -$1.27K -30 -0.6%
BC
1427
Bowman & Company
Wisconsin
$207K +$195K +4,622 New
ASG
1428
Ariston Services Group
California
$206K +$195K +4,618 New
FCP
1429
Fidelis Capital Partners
Florida
$206K +$195K +4,616 New
PFGIA
1430
Patriot Financial Group Insurance Agency
Massachusetts
$205K +$194K +4,596 New
FNB
1431
Farmers National Bank
Kentucky
$205K -$3.33K -79 -2%
PWH
1432
Priebe Wealth Holdings
Minnesota
$205K -$10.3K -245 -5%
PP
1433
Patron Partners
Texas
$205K -$35.1K -832 -15%
ITIM
1434
Indiana Trust & Investment Management
Indiana
$205K +$6.46K +153 +3%
BBNB
1435
Baker Boyer National Bank
Washington
$205K -$41.7K -988 -18%
SDWIA
1436
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$205K +$193K +4,576 New
EFMC
1437
Empire Financial Management Company
New York
$205K +$193K +4,576 New
RDFA
1438
Ritter Daniher Financial Advisory
Ohio
$204K
GWM
1439
GSB Wealth Management
Connecticut
$203K +$192K +4,551 New
LWL
1440
Leo Wealth LLC
Texas
$203K -$83K -1,967 -30%
EW
1441
Evoke Wealth
California
$203K +$189K +4,485 New
PT
1442
Plimoth Trust
Massachusetts
$202K -$15.8K -375 -8%
AAM
1443
Augustine Asset Management
Florida
$202K +$191K +4,518 New
BIG
1444
Brooklyn Investment Group
New York
$202K +$194K +4,591 New
LFG
1445
Lockerman Financial Group
California
$200K +$189K +4,479 New
BGAI
1446
Bruce G. Allen Investments
Colorado
$193K +$12.6K +298 +7%
SSG
1447
Summit Securities Group
New York
$192K -$1.15M -27,200 -86%
Acadian Asset Management
1448
Acadian Asset Management
Massachusetts
$191K -$93.3K -2,210 -34%
DMBA
1449
Deseret Mutual Benefit Administrators
Utah
$184K +$7K +166 +4%
CFO
1450
CVA Family Office
Colorado
$181K +$506 +12 +0.3%

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.