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US Foods
USFD

292 hedge funds and large institutions have $4.43B invested in US Foods in 2020 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 73 increasing their positions, 119 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $26M | Put options by funds: $13.4M

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

18% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 56

11% more capital invested

Capital invested by funds: $4B → $4.43B (+$428M)

3% more funds holding

Funds holding: 283 → 292 (+9)

1.3% less ownership

Funds ownership: 92.13% → 90.82% (-1.3%)

39% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 119

Holders
292
Holders Change
+9
Holders Change %
+3.18%
% of All Funds
5.89%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
66
Increased
73
Reduced
119
Closed
56
Calls
$26M
Puts
$13.4M
Net Calls
+$12.7M
Net Calls Change
+$2.08M

Top Buyers

1
LGP
Leonard Green & Partners
California
+$248M
2
Bessemer Group
Bessemer Group
New Jersey
+$61M
3
LP
Longview Partners
Guernsey
+$45.8M
4
Millennium Management
Millennium Management
New York
+$18.8M
5
CCM
Clearfield Capital Management
New York
+$15.1M

Top Sellers

1
EC
Eminence Capital
New York
-$71.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$60.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$44.3M
4
KSCM
King Street Capital Management
New York
-$31.6M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$26.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank Julius Baer & Co
251
Bank Julius Baer & Co
Switzerland
$22K -$57.7K -2,564 -72%
PA
252
Parallel Advisors
California
$21K -$6.68K -297 -24%
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$21K +$270 +12 +1%
CIA
254
CSat Investment Advisory
Michigan
$18K +$2.02K +90 +13%
KCM
255
Kathmere Capital Management
Pennsylvania
$17K +$16.9K +750 New
US Bancorp
256
US Bancorp
Minnesota
$16K -$1.44K -64 -8%
GWS
257
Glassman Wealth Services
Virginia
$14K +$14.1K +627 +10,450%
CFD
258
Creative Financial Designs
Indiana
$13K -$6.75K -300 -33%
FFA
259
Founders Financial Alliance
North Carolina
$12K +$12K +533 New
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
Simplex Trading
261
Simplex Trading
Illinois
$10K -$1.82M -80,712 -99%
S
262
SignatureFD
Georgia
$9K -$23 -1 -0.3%
JCM
263
Jacobi Capital Management
Pennsylvania
$9K – – –
CG
264
Cutler Group
California
$8K -$51.4K -2,285 -86%
SL
265
Savior LLC
Massachusetts
$8K – – –
TWA
266
TCI Wealth Advisors
Arizona
$8K +$270 +12 +3%
VCM
267
Vigilant Capital Management
Maine
$8K +$8.17K +363 New
IWP
268
IAG Wealth Partners
Wisconsin
$7K – – –
MAM
269
Meeder Asset Management
Ohio
$6K +$1.03K +46 +22%
Fifth Third Bancorp
270
Fifth Third Bancorp
Ohio
$6K +$6.19K +275 New
NFG
271
Next Financial Group
Texas
$6K +$6.41K +285 New
HR
272
Howe & Rusling
New York
$5K – – –
WT
273
Whittier Trust
California
$5K – – –
AAP
274
Arax Advisory Partners
Colorado
$4K +$3.8K +169 New
AF
275
Advisornet Financial
Minnesota
$3K – – –
9 10
11
12 13

USFD Hedge Fund Activity: Q3 2020 in Review

292 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in US Foods (USFD) for Q3 2020, worth a combined $4.43B — up 11% from $4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new USFD positions and 56 closed out — a net gain of 10 holders — while 73 added to existing stakes and 119 trimmed.

The largest buyer was Leonard Green & Partners, opening a new position worth an estimated $248M. The largest seller was Eminence Capital, cutting an estimated $71.1M.

  • 292 institutional investors held US Foods (USFD) as of Q3 2020, up from 283 in Q2 2020.
  • Funds reported $4.43B of US Foods stock for Q3 2020, up 11% quarter-over-quarter.
  • 66 funds opened new US Foods positions in Q3 2020 and 56 closed out, a net change of +10 holders.
  • The largest US Foods buyer in Q3 2020 was Leonard Green & Partners, an estimated $248M added.
  • The largest US Foods seller in Q3 2020 was Eminence Capital, an estimated $71.1M sold.

Based on aggregated 13F filings for Q3 2020.