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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
CNBTD
1601
Citizens National Bank Trust Department
Mississippi
$19.8K +$18.7K +444 New
WWP
1602
WR Wealth Planners
Missouri
$19.5K +$18.4K +437 New
BWM
1603
BKM Wealth Management
Wisconsin
$18.5K -$7.76K -184 -31%
RWPA
1604
Richard W. Paul & Associates
Michigan
$18.1K +$1.65K +39 +11%
DPW
1605
DiNuzzo Private Wealth
Pennsylvania
$17.7K
CPG
1606
Cornerstone Planning Group
New Jersey
$17.5K -$4.77K -113 -21%
CA
1607
CoreCap Advisors
Michigan
$17.4K +$16.4K +389 New
OP
1608
ORG Partners
Indiana
$16.7K -$30K -710 -65%
RFG
1609
REAP Financial Group
Texas
$16.5K -$88.9K -2,107 -85%
TCG
1610
Transcendent Capital Group
Oklahoma
$16.3K +$15.4K +365 New
AFG
1611
Albion Financial Group
Utah
$16.1K
FG
1612
Fairman Group
Pennsylvania
$16K +$169 +4 +1%
GWSA
1613
Global Wealth Strategies & Associates
Colorado
$15.8K +$4.22K +100 +40%
HCP
1614
Hexagon Capital Partners
Arkansas
$15K -$3.75K -89 -21%
SR
1615
Syntax Research
Florida
$14.6K
CT
1616
Clearstead Trust
Maine
$14.5K +$10.4K +246 +315%
MWM
1617
Mascoma Wealth Management
New Hampshire
$14.3K
CIA
1618
Cape Investment Advisory
Georgia
$14.3K +$8.82K +209 +190%
BCMLT
1619
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.2K +$1.86K +44 +16%
TC
1620
Trust Company
Kansas
$14.1K
NECFA
1621
New England Capital Financial Advisors
Connecticut
$14K +$127 +3 +1%
MBFW
1622
Morton Brown Family Wealth
Pennsylvania
$14K +$169 +4 +1%
AWM
1623
Abound Wealth Management
Tennessee
$13.7K +$1.14K +27 +10%
WTA
1624
Washington Trust Advisors
Massachusetts
$13.7K
BC
1625
Barrett & Company
Rhode Island
$13.4K

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.