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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
UIA
1526
Ulland Investment Advisors
Minnesota
$56K
AEPWM
1527
Atlantic Edge Private Wealth Management
Florida
$55.9K
SL
1528
Salomon & Ludwin
Virginia
$54.7K +$47.3K +1,120 +1,087%
HCM
1529
Highlander Capital Management
New Jersey
$53.6K
MSFP
1530
Mark Sheptoff Financial Planning
Connecticut
$53.6K
RS
1531
Rakuten Securities
Japan
$53.3K -$1.01K -24 -2%
BAM
1532
Bellevue Asset Management
Washington
$52.4K +$295 +7 +0.6%
NF
1533
Norwood Financial
Pennsylvania
$52.1K +$44.9K +1,065 +1,065%
BIA
1534
Bell Investment Advisors
California
$52K
Lazard Asset Management
1535
Lazard Asset Management
New York
$52K
CB
1536
CNB Bank
Pennsylvania
$51.8K +$1.77K +42 +4%
GFPC
1537
Global Financial Private Client
Florida
$51.7K +$7.85K +186 +19%
PGAM
1538
Princeton Global Asset Management
New Jersey
$51.4K -$3.25K -77 -6%
TFIPS
1539
Towarzystwo Funduszy Inwestycyjnych PZU SA
$51.4K
TIM
1540
Tortoise Investment Management
New York
$51K +$591 +14 +1%
CT
1541
Colonial Trust
South Carolina
$49.7K +$5.19K +123 +12%
PA
1542
PSI Advisors
Florida
$49.6K +$29.5K +699 +170%
AA
1543
Addison Advisors
Vermont
$49.5K -$12.7K -300 -21%
BCM
1544
Blume Capital Management
California
$49.3K
CWM
1545
Compass Wealth Management
Connecticut
$49.2K
GEA
1546
Glen Eagle Advisors
New Jersey
$48.3K -$13.7K -325 -23%
HDIM
1547
Hanson & Doremus Investment Management
Vermont
$47K -$8.44K -200 -16%
DI
1548
DAGCO Inc
Ohio
$46.4K +$43.8K +1,039 New
WBC
1549
West Branch Capital
Massachusetts
$45.6K
CAM
1550
Costello Asset Management
Pennsylvania
$44.7K

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.