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US Foods
USFD

452 hedge funds and large institutions have $13B invested in US Foods in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 182 increasing their positions, 144 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 44

26% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 144

2% more funds holding

Funds holding: 441 → 452 (+11)

0.36% more ownership

Funds ownership: 99.51% → 99.87% (+0.36%)

1% less capital invested

Capital invested by funds: $13.1B → $13B (-$139M)

5% less funds holding in top 10

Funds holding in top 10: 19 → 18 (-1)

80% less call options, than puts

Call options by funds: $35.3M | Put options by funds: $175M

Holders
452
Holders Change
+11
Holders Change %
+2.49%
% of All Funds
6.53%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.26%
New
60
Increased
182
Reduced
144
Closed
44
Calls
$35.3M
Puts
$175M
Net Calls
-$139M
Net Calls Change
+$8.95M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$309M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$109M
3
Citadel Advisors
Citadel Advisors
Florida
+$86.4M
4
IP
Interval Partners
New York
+$77.4M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$60.3M

Top Sellers

1
LP
Longview Partners
Guernsey
-$395M
2
SHCM
Sachem Head Capital Management
New York
-$117M
3
Boston Partners
Boston Partners
Massachusetts
-$71.5M
4
Invesco
Invesco
Georgia
-$51.6M
5
JAM
Jupiter Asset Management
United Kingdom
-$43.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
251
Brown Brothers Harriman & Co
New York
$721K -$100K -1,900 -12%
VI
252
Versor Investments
New York
$705K +$700K +13,300 New
SIA
253
Schechter Investment Advisors
Michigan
$704K +$58.2K +1,107 +9%
VCA
254
Verdence Capital Advisors
Maryland
$693K -$3.05K -58 -0.4%
Franklin Resources
255
Franklin Resources
California
$684K +$32K +608 +5%
DFCM
256
Dark Forest Capital Management
Puerto Rico
$681K +$676K +12,848 New
TPCW
257
TD Private Client Wealth
New York
$679K +$14.4K +273 +2%
PAG
258
Private Advisor Group
New Jersey
$671K -$27.8K -528 -4%
BC
259
Belmont Capital
California
$670K +$666K +12,650 New
PNC Financial Services Group
260
PNC Financial Services Group
Pennsylvania
$670K +$23.8K +453 +4%
ETC
261
Exchange Traded Concepts
Oklahoma
$662K +$31.3K +594 +5%
IC
262
IEQ Capital
California
$648K +$9.89K +188 +2%
MYIA
263
Mount Yale Investment Advisors
Colorado
$639K +$75.3K +1,431 +13%
Capstone Investment Advisors
264
Capstone Investment Advisors
New York
$627K +$88.9K +1,690 +17%
PFG
265
PAX Financial Group
Texas
$614K -$108K -2,058 -15%
Creative Planning
266
Creative Planning
Kansas
$606K +$90.9K +1,727 +18%
M&T Bank
267
M&T Bank
New York
$593K +$5.47K +104 +0.9%
KAS
268
Kestra Advisory Services
Texas
$593K +$589K +11,193 New
WA
269
Waverly Advisors
Alabama
$580K -$134K -2,543 -19%
AAM
270
Advisors Asset Management
Colorado
$570K +$33.6K +638 +6%
ProShare Advisors
271
ProShare Advisors
Maryland
$565K -$19.4K -368 -3%
CIP
272
Cornerstone Investment Partners
Georgia
$556K +$3.16K +60 +0.6%
CAPTRUST Financial Advisors
273
CAPTRUST Financial Advisors
North Carolina
$541K +$70.7K +1,344 +15%
FB
274
Fulton Bank
Pennsylvania
$537K +$49.2K +935 +10%
Wealth Enhancement Advisory Services
275
Wealth Enhancement Advisory Services
Minnesota
$521K +$7.21K +137 +1%
9 10
11
12 13

USFD Hedge Fund Activity: Q2 2024 in Review

452 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in US Foods (USFD) for Q2 2024, worth a combined $13B — down 1.1% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new USFD positions and 44 closed out — a net gain of 16 holders — while 182 added to existing stakes and 144 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $309M. The largest seller was Longview Partners, exiting entirely with an estimated $395M sold.

  • 452 institutional investors held US Foods (USFD) as of Q2 2024, up from 441 in Q1 2024.
  • Funds reported $13B of US Foods stock for Q2 2024, down 1.1% quarter-over-quarter.
  • 60 funds opened new US Foods positions in Q2 2024 and 44 closed out, a net change of +16 holders.
  • The largest US Foods buyer in Q2 2024 was Wellington Management Group, an estimated $309M added.
  • The largest US Foods seller in Q2 2024 was Longview Partners, an estimated $395M sold.

Based on aggregated 13F filings for Q2 2024.