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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
OWA
1476
Opal Wealth Advisors
New York
$126K +$119K +2,817 New
S
1477
Sachetta
Massachusetts
$124K
MME
1478
Meag Munich Ergo
Germany
$120K
LS
1479
Livforsakringsbolaget Skandia
Sweden
$118K
RFG
1480
RFP Financial Group
Georgia
$115K
EWM
1481
Evermay Wealth Management
Virginia
$113K +$32.2K +763 +44%
LWCFA
1482
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$112K -$5.57K -132 -5%
MIHAS
1483
Maj Invest Holding A/S
Denmark
$112K
DCBT
1484
Dakota Community Bank & Trust
North Dakota
$112K
GIS
1485
Grayhawk Investment Strategies
Alberta, Canada
$112K
UID
1486
Union Investments & Development
Israel
$112K
ACA
1487
Atlas Capital Advisors
Wyoming
$111K
HC
1488
Hoese & Co
Minnesota
$104K
HWA
1489
Heritage Wealth Advisors
Virginia
$98.4K -$21.1K -499 -18%
PCFFS
1490
Pacific Center for Financial Services
California
$97.8K
HFM
1491
Harvest Fund Management
China
$96K -$132K -3,118 -59%
ATC
1492
Adirondack Trust Company
New York
$94.4K -$3.92K -93 -4%
Loomis, Sayles & Company
1493
Loomis, Sayles & Company
Massachusetts
$94K -$1.39K -33 -2%
OC
1494
Oakworth Capital
Alabama
$93.2K -$2.66K -63 -3%
HIA
1495
Harbor Investment Advisory
Maryland
$92.4K +$3.42K +81 +4%
CBT
1496
CoreFirst Bank & Trust
Kansas
$91.6K -$39K -925 -31%
MAM
1497
Marquette Asset Management
Minnesota
$88.6K
SNB
1498
Security National Bank
Nebraska
$85.8K
FCAS
1499
First Command Advisory Services
Texas
$85.6K +$26.2K +620 +48%
MSG
1500
Main Street Group
Virginia
$85.3K +$55.8K +1,323 +221%

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.