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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
A
1451
Allianz
Germany
$179K +$169K +4,000 New
EWA
1452
EverSource Wealth Advisors
Alabama
$179K +$26.8K +636 +17%
CCA
1453
Criterion Capital Advisors
Tennessee
$161K -$7.22K -171 -5%
BONH
1454
Bank of New Hampshire
New Hampshire
$157K
AA
1455
Alta Advisers
United Kingdom
$156K
WPWM
1456
Western Pacific Wealth Management
Illinois
$156K
RG
1457
Retirement Group
California
$156K +$8.36K +198 +6%
CWC
1458
Carolinas Wealth Consulting
North Carolina
$154K +$2.57K +61 +2%
NCM
1459
Northwest Capital Management
Oregon
$154K +$506 +12 +0.4%
AFWM
1460
Abich Financial Wealth Management
Virginia
$151K +$46.6K +1,105 +49%
ACA
1461
American Capital Advisory
Idaho
$150K -$27.4K -650 -14%
EFP
1462
EnRich Financial Partners
Wisconsin
$149K +$140K +3,325 New
FFWA
1463
FRG Family Wealth Advisors
Washington
$149K +$154K +3,658 New
LB
1464
Legacy Bridge
Iowa
$148K -$4.81K -114 -3%
AIM
1465
Anchor Investment Management
South Carolina
$143K
CCMW
1466
Cypress Capital Management (Wyoming)
Wyoming
$139K
CAL
1467
Capital Analysts LLC
Pennsylvania
$138K +$30.1K +714 +30%
OIA
1468
Optimum Investment Advisors
Illinois
$137K
AGWCA
1469
Annis Gardner Whiting Capital Advisors
Florida
$134K +$60.8K +1,441 +94%
WT
1470
Washington Trust
Rhode Island
$132K +$9.16K +217 +8%
QC
1471
Quent Capital
New York
$132K +$13.8K +327 +13%
JWA
1472
JFS Wealth Advisors
Pennsylvania
$131K -$10K -238 -8%
OA
1473
Operose Advisors
Wisconsin
$130K -$59.3K -1,406 -33%
GWP
1474
Gen-Wealth Partners
Michigan
$130K +$123K +2,912 New
HPC
1475
HM Payson & Co
Maine
$127K

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.