We are live on ! Find out more
USFD icon

US Foods

300 hedge funds and large institutions have $7.44B invested in US Foods in 2019 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 107 increasing their positions, 113 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 31

10% more capital invested

Capital invested by funds: $6.77B → $7.44B (+$672M)

2% more funds holding

Funds holding: 295300 (+5)

0.94% less ownership

Funds ownership: 99.01%98.07% (-0.94%)

5% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 113

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

36% less call options, than puts

Call options by funds: $2.81M | Put options by funds: $4.41M

Holders
300
Holders Change
+5
Holders Change %
+1.69%
% of All Funds
6.49%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.26%
New
40
Increased
107
Reduced
113
Closed
31
Calls
$2.81M
Puts
$4.41M
Net Calls
-$1.59M
Net Calls Change
+$346K
Name Holding Trade Value Shares
Change
Change in
Stake
SFPIA
251
Stevens First Principles Investment Advisors
California
$89K +$40.1K +1,170 +84%
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$71K
FHB
253
First Hawaiian Bank
Hawaii
$67K -$54.3K -1,582 -45%
S
254
SignatureFD
Georgia
$64K -$2.92K -85 -4%
DekaBank Deutsche Girozentrale
255
DekaBank Deutsche Girozentrale
Germany
$61K +$65.2K +1,900 New
MC
256
Machina Capital
France
$57K +$56.4K +1,643 New
PAM
257
Paradigm Asset Management
New York
$52.4K +$51.5K +1,500 New
TIM
258
Tortoise Investment Management
New York
$52K
AIM
259
Assured Investment Management
New York
$46K -$10.4M -302,274 -100%
TRCT
260
Tower Research Capital (TRC)
New York
$43K -$36.2K -1,054 -46%
LC
261
Lindbrook Capital
California
$43K
ASN
262
Advisory Services Network
Georgia
$41K
CAM
263
Cresset Asset Management
Illinois
$36K +$29.6K +863 +514%
APA
264
American Portfolios Advisors
New York
$35.4K +$4.56K +133 +15%
IA
265
IFP Advisors
Florida
$24K -$57.2K -1,668 -70%
OSAM
266
O'Shaughnessy Asset Management
Connecticut
$24K -$137 -4 -0.6%
Rockefeller Capital Management
267
Rockefeller Capital Management
New York
$22K +$21.5K +627 New
OIA
268
OneDigital Investment Advisors
Kansas
$20K
PCP
269
Proficio Capital Partners
Massachusetts
$20K
MNBTD
270
Moody National Bank Trust Division
Texas
$13K +$12.6K +366 New
LFA
271
Legacy Financial Advisors
Kentucky
$13K +$13.1K +381 New
CFGS
272
Concourse Financial Group Securities
Alabama
$12K -$515 -15 -4%
EFSCE
273
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
CCA
274
Catalyst Capital Advisors
New York
$11K +$1.37K +40 +14%
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$11K +$10.2K +297 New

USFD Hedge Fund Activity: Q1 2019 in Review

300 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in US Foods (USFD) for Q1 2019, worth a combined $7.44B — up 9.9% from $6.77B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new USFD positions and 31 closed out — a net gain of 9 holders — while 107 added to existing stakes and 113 trimmed.

The largest buyer was Maverick Capital, opening a new position worth an estimated $117M. The largest seller was Wellington Management Group, cutting an estimated $87.4M.

  • 300 institutional investors held US Foods (USFD) as of Q1 2019, up from 295 in Q4 2018.
  • Funds reported $7.44B of US Foods stock for Q1 2019, up 9.9% quarter-over-quarter.
  • 40 funds opened new US Foods positions in Q1 2019 and 31 closed out, a net change of +9 holders.
  • The largest US Foods buyer in Q1 2019 was Maverick Capital, an estimated $117M added.
  • The largest US Foods seller in Q1 2019 was Wellington Management Group, an estimated $87.4M sold.

Based on aggregated 13F filings for Q1 2019.