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
MIM
276
MetLife Investment Management
New Jersey
$10.3K +$34 +1 +0.3%
CFA
277
Carroll Financial Associates
North Carolina
$10K
Northwestern Mutual Wealth Management
278
Northwestern Mutual Wealth Management
Wisconsin
$10K +$7.79K +227 +334%
WAM
279
Wealthspire Advisors (Maryland)
Maryland
$8K -$515 -15 -6%
CAGAS
280
Capital Advisory Group Advisory Services
Minnesota
$7K
CB
281
CNB Bank
Pennsylvania
$7K
FANJ
282
Financial Architects (New Jersey)
New Jersey
$7K
PA
283
Parallel Advisors
California
$7K
PFO
284
Pathstone Family Office
New Jersey
$7K
RCAG
285
Rehmann Capital Advisory Group
Michigan
$5.24K -$2.33K -68 -31%
HR
286
Howe & Rusling
New York
$5K -$1.27K -37 -22%
PCG
287
Private Capital Group
Connecticut
$5K -$240 -7 -4%
PFBT
288
Parkside Financial Bank & Trust
Missouri
$5K +$5.39K +157 New
GT
289
Glenmede Trust
Pennsylvania
$4.75K -$1.11M -32,393 -19%
PWM
290
PRW Wealth Management
Massachusetts
$3K
BCA
291
Berman Capital Advisors
Georgia
$3K +$3.29K +96 +1,600%
VFA
292
Valeo Financial Advisors
Indiana
$2K
Bessemer Group
293
Bessemer Group
New Jersey
$1K -$15.4K -449 -92%
EARNEST Partners
294
EARNEST Partners
Georgia
$1K
FRA
295
Front Row Advisors
California
$1K
TWA
296
TCI Wealth Advisors
Arizona
$1K
CAW
297
Cornerstone Advisors (Washington)
Washington
$1K +$755 +22 New
DWM
298
Destination Wealth Management
California
$1K +$926 +27 New
FGAM
299
Financial Gravity Asset Management
Texas
$1K +$1.3K +38 New
American Century Companies
300
American Century Companies
Missouri
-$50.3M -1,590,160 Closed

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.