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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
JWM
1501
Janiczek Wealth Management
Colorado
$83.1K +$127 +3 +0.2%
VFM
1502
Viking Fund Management
North Dakota
$82.2K +$67.5K +1,600 +667%
FFA
1503
First Foundation Advisors
California
$82.2K +$4.22K +100 +6%
KFI
1504
Key Financial Inc
Pennsylvania
$81.7K
TCM
1505
Tradewinds Capital Management
Washington
$80.1K
MG
1506
MilWealth Group
Wisconsin
$80K -$37.3K -884 -33%
GPFA
1507
Game Plan Financial Advisors
Ohio
$79.3K -$42.2K -1,000 -36%
CWM
1508
CarsonAllaria Wealth Management
Illinois
$75.5K +$42 +1 +0.1%
LTI
1509
Laffer Tengler Investments
Tennessee
$74.3K +$12.9K +306 +23%
CTC
1510
Cetera Trust Company
Minnesota
$74.3K
JGIA
1511
Jackson Grant Investment Advisers
Connecticut
$71.5K
SCM
1512
Silvant Capital Management
Georgia
$71.2K
IFAM
1513
Institutional & Family Asset Management
Colorado
$70.2K +$3.92K +93 +6%
PP
1514
PrairieView Partners
Minnesota
$70K -$42 -1 -0.1%
GBT
1515
Grove Bank & Trust
Florida
$67.8K -$655K -15,514 -91%
1832 Asset Management
1516
1832 Asset Management
Ontario, Canada
$65.7K -$1.68M -39,728 -96%
BBPWM
1517
Blue Bell Private Wealth Management
Pennsylvania
$65.1K +$506 +12 +0.8%
MFG
1518
Mendota Financial Group
Wisconsin
$63.3K -$61.9K -1,468 -51%
C
1519
Covestor
United Kingdom
$61K -$41.4K -982 -42%
CAL
1520
Capital Advisors Ltd
Ohio
$60K +$928 +22 +2%
OCM
1521
Osterweis Capital Management
California
$58.5K
MHR
1522
Matthew Hamilton Rosenberg
$58.2K +$7.05K +167 +14%
ATC
1523
Advantage Trust Company
Kansas
$58.1K
BHWM
1524
Beaird Harris Wealth Management
Texas
$56.8K +$21.1K +500 +65%
EDRH
1525
Edmond de Rothschild Holding
Switzerland
$56.3K

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.