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US Bancorp
USB

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: 1,706 → 1,701 (-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: 40 → 36 (-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

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$551M
2
Charles Schwab
Charles Schwab
California
+$474M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$134M
4
Bank of America
Bank of America
North Carolina
+$110M
5
BlackRock
BlackRock
New York
+$102M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$536M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$234M
3
Deutsche Bank
Deutsche Bank
Germany
-$200M
4
Norges Bank
Norges Bank
Norway
-$184M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$157M
Name Holding Trade Value Shares
Change 		Change in
Stake
FI
1726
FJ Investments
Utah
– -$1.75M -40,384 Closed
DCM
1727
Delta Capital Management
New Jersey
– -$1.47M -33,870 Closed
ICA
1728
Infrastructure Capital Advisors
New York
– -$1.45M -33,586 Closed
BCM
1729
Bluefin Capital Management
New York
– -$1.42M -32,600 Closed
RWA
1730
River Wealth Advisors
Pennsylvania
– -$1.38M -31,938 Closed
Impax Asset Management Group
1731
Impax Asset Management Group
United Kingdom
– -$1.25M -28,979 Closed
DS
1732
DRW Securities
Illinois
– -$1.15M -26,500 Closed
LCWP
1733
Legacy Capital Wealth Partners
Arkansas
– -$1.11M -25,735 Closed
CAM
1734
CenterStar Asset Management
Illinois
– -$1.1M -25,356 Closed
WCM
1735
Winthrop Capital Management
Indiana
– -$1.06M -24,393 Closed
OTL
1736
Oak Thistle LLC
New York
– -$1.03M -23,823 Closed
TWD
1737
True Wealth Design
Ohio
– -$985K -22,767 Closed
MIH
1738
Meitav Investment House
Israel
– -$879K -20,142 Closed
PAIM
1739
Punch & Associates Investment Management
Minnesota
– -$806K -18,624 Closed
GCP
1740
GSA Capital Partners
United Kingdom
– -$774K -17,874 Closed
WCM
1741
WealthBridge Capital Management
Ohio
– -$629K -14,530 Closed
FHC
1742
First Heartland Consultants
Missouri
– -$578K -13,356 Closed
NRD
1743
Nebula Research & Development
New York
– -$538K -12,428 Closed
SGI
1744
Summit Global Investments
Utah
– -$515K -11,899 Closed
MWM
1745
Meridian Wealth Management
Kentucky
– -$471K -10,884 Closed
NPT
1746
Nixon Peabody Trust
Massachusetts
– -$470K -10,870 Closed
BFM
1747
Boothbay Fund Management
New York
– -$456K -10,805 Closed
OCM
1748
Orleans Capital Management
Louisiana
– -$444K -10,250 Closed
DT
1749
Diversified Trust
Tennessee
– -$438K -10,112 Closed
ACM
1750
Accent Capital Management
Ohio
– -$424K -9,800 Closed
68 69
70
71 72

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.