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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
FIA
1701
FNY Investment Advisers
New York
$17 -$675K -16,000 -98%
DWM
1702
Dogwood Wealth Management
Kansas
$8
Boston Partners
1703
Boston Partners
Massachusetts
-$155M -3,570,512 Closed
ZIG
1704
Zurich Insurance Group
Switzerland
-$92M -2,125,294 Closed
Holocene Advisors
1705
Holocene Advisors
New York
-$59.8M -1,382,272 Closed
WIC
1706
Willis Investment Counsel
Georgia
-$18.3M -423,100 Closed
MG
1707
Marex Group
-$15.2M -351,200 Closed
CANY
1708
Caxton Associates (New York)
New York
-$14.1M -325,819 Closed
Massachusetts Financial Services
1709
Massachusetts Financial Services
Massachusetts
-$14M -323,793 Closed
PCH
1710
Polar Capital Holdings
United Kingdom
-$11.1M -255,603 Closed
BIAS
1711
Beacon Investment Advisory Services
New Jersey
-$8.17M -188,745 Closed
MDCM
1712
Morgan Dempsey Capital Management
Wisconsin
-$5.72M -132,277 Closed
IMPI
1713
Ilmarinen Mutual Pension Insurance
Finland
-$5.63M -130,000 Closed
ACM
1714
Ardent Capital Management
Ohio
-$4.77M -110,274 Closed
HF
1715
HRT Financial
New York
-$4.59M -106,146 Closed
ACM
1716
Altrius Capital Management
North Carolina
-$4.51M -104,165 Closed
TCM
1717
Tang Capital Management
California
-$4.33M -100,000 Closed
WorldQuant Millennium Advisors
1718
WorldQuant Millennium Advisors
New York
-$4.02M -92,980 Closed
WAOTB
1719
Wealth Advisors of Tampa Bay
Florida
-$3.68M -84,971 Closed
Simplex Trading
1720
Simplex Trading
Illinois
-$2.78M -64,345 Closed
LIP
1721
Lighthouse Investment Partners
Florida
-$2.71M -62,588 Closed
DRS
1722
Deane Retirement Strategies
Louisiana
-$2.1M -48,412 Closed
SAG
1723
SageView Advisory Group
California
-$2.06M -47,478 Closed
KOC
1724
Koss-Olinger Consulting
Florida
-$1.84M -42,593 Closed
RWM
1725
Rockline Wealth Management
New York
-$1.83M -42,360 Closed

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.