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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
YAL
1651
Your Advocates Ltd
Texas
$7.38K
GPI
1652
General Partner Inc
Pennsylvania
$7.06K
TFGT
1653
TS Financial Group (TSFG)
Illinois
$7K +$42 +1 +0.6%
FIM
1654
FWL Investment Management
Texas
$6.71K +$6.33K +150 New
SC
1655
Stephens Consulting
Michigan
$6.53K
ME
1656
McIlrath & Eck
Washington
$6.48K
PCMC
1657
Planning Capital Management Corporation
Pennsylvania
$6.21K +$1.69K +40 +40%
DF
1658
Dunhill Financial
United Kingdom
$6.07K +$844 +20 +17%
IA
1659
IFS Advisors
Kansas
$6.03K
AW
1660
Avion Wealth
Texas
$6K +$380 +9 +7%
TCM
1661
Tributary Capital Management
Nebraska
$5.95K +$5.61K +133 New
PPWM
1662
PFG Private Wealth Management
Florida
$5.86K
CAC
1663
Core Alternative Capital
Georgia
$5.68K -$340K -8,061 -98%
TCM
1664
TruNorth Capital Management
Michigan
$5.68K +$5.36K +127 New
AAG
1665
Armstrong Advisory Group
Massachusetts
$5.15K
CB
1666
Centennial Bank
Arkansas
$5.1K
PCM
1667
Penserra Capital Management
California
$5K -$299K -7,079 -98%
LSA
1668
Leonteq Securities AG
Switzerland
$4.92K -$20K -475 -81%
TFM
1669
TFC Financial Management
Massachusetts
$4.51K +$1.98K +47 +87%
BFA
1670
BBJS Financial Advisors
Washington
$4.47K
RTL
1671
Red Tortoise LLC
Georgia
$4.29K
SIC
1672
SJS Investment Consulting
Ohio
$4.25K -$253 -6 -6%
FGA
1673
Fortis Group Advisors
New Jersey
$4.16K -$3.92K -93 -50%
RWA
1674
Redmont Wealth Advisors
Illinois
$3.89K +$3.67K +87 New
CFS
1675
CGC Financial Services
Oregon
$3.71K -$20.8K -492 -86%

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.