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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
SIC
1626
Salem Investment Counselors
North Carolina
$13.4K -$8.27K -196 -40%
GWMI
1627
Guardian Wealth Management (Illinois)
Illinois
$13.2K +$127 +3 +1%
PSB
1628
Piscataqua Savings Bank
New Hampshire
$13.1K +$1.01K +24 +9%
PWMG
1629
Private Wealth Management Group
New Jersey
$12.8K
CAM
1630
Creekmur Asset Management
Illinois
$12.4K +$3.29K +78 +39%
RWM
1631
Ruedi Wealth Management
Illinois
$11.8K
BCPWM
1632
Bradley & Co Private Wealth Management
Florida
$11.8K
PWMG
1633
Prestige Wealth Management Group
New Jersey
$11.3K
APW
1634
Acima Private Wealth
Virginia
$11.3K
FPF
1635
First Pacific Financial
Washington
$11K
CP
1636
Canopy Partners
Ohio
$10.3K +$9.71K +230 New
PP
1637
PFS Partners
New Jersey
$10.2K +$127 +3 +1%
IHWM
1638
Iron Horse Wealth Management
Iowa
$10.1K
HCM
1639
Horrell Capital Management
Arkansas
$10K +$127 +3 +1%
HNB
1640
Hilltop National Bank
Wyoming
$9.83K +$9.28K +220 New
GJWM
1641
Gilliland Jeter Wealth Management
Arkansas
$9.43K +$8.9K +211 New
WIA
1642
Wetzel Investment Advisors
Indiana
$9.43K -$5.57K -132 -36%
BC
1643
Broadwater Capital
Massachusetts
$9.34K
HWA
1644
HHM Wealth Advisors
Tennessee
$9.16K
HBW
1645
Hazlett, Burt & Watson
West Virginia
$9K +$127 +3 +2%
SAG
1646
Spotlight Asset Group
Illinois
$8.94K
FFA
1647
Frazier Financial Advisors
Ohio
$8.85K
RDIA
1648
RE Dickinson Investment Advisors
Iowa
$8K +$84 +2 +1%
FMTCOCP
1649
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K +$1.01K +24 +16%
KFP
1650
Keener Financial Planning
Texas
$8K +$7.34K +174 New

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.