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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
BHCM
1751
Brevan Howard Capital Management
Jersey
– -$410K -9,481 Closed
TWM
1752
Thrive Wealth Management
Pennsylvania
– -$360K -8,327 Closed
BAMG
1753
Brand Asset Management Group
Missouri
– -$334K -7,711 Closed
RP
1754
Riverbridge Partners
Minnesota
– -$327K -7,554 Closed
RIG
1755
Renaissance Investment Group
Massachusetts
– -$322K -7,430 Closed
CFA
1756
CWS Financial Advisors
Michigan
– -$313K -7,234 Closed
YAM
1757
Yacktman Asset Management
Texas
– -$303K -7,000 Closed
FTIS
1758
First Trust Investment Solutions
Florida
– -$299K -6,912 Closed
RCMF
1759
RK Capital Management (Florida)
Florida
– -$290K -6,700 Closed
CG
1760
Cutler Group
California
– -$282K -6,688 Closed
TCMP
1761
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$285K -6,587 Closed
HAIM
1762
Hunter Associates Investment Management
Pennsylvania
– -$270K -6,221 Closed
MLFP
1763
MPS Loria Financial Planners
Illinois
– -$269K -6,212 Closed
LA
1764
LexAurum Advisors
Kansas
– -$261K -6,025 Closed
SCM
1765
Stonehearth Capital Management
Massachusetts
– -$260K -6,013 Closed
ARC
1766
Advisor Resource Council
Texas
– -$251K -5,806 Closed
FIM
1767
Fruth Investment Management
Texas
– -$238K -5,500 Closed
VPP
1768
Vertex Planning Partners
Illinois
– -$228K -5,261 Closed
OFS
1769
OneAscent Financial Services
Alabama
– -$220K -5,090 Closed
TA
1770
TrueWealth Advisors
Alabama
– -$219K -5,056 Closed
PWM
1771
Purus Wealth Management
California
– -$215K -4,978 Closed
CB
1772
Cadence Bank
Mississippi
– -$212K -4,888 Closed
MCP
1773
Martin Capital Partners
Oregon
– -$210K -4,847 Closed
BFIM
1774
Beese Fulmer Investment Management
Ohio
– -$205K -4,729 Closed
RBFC
1775
Roman Butler Fullerton & Co
Missouri
– -$201K -4,725 Closed
69 70
71
72 73

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.