US Foods
USFD
285 hedge funds and large institutions have $6.81B invested in US Foods in 2018 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 115 increasing their positions, 107 reducing their positions, and 51 closing their positions.
193% more call options, than puts
Call options by funds: $7.03M | Put options by funds: $2.4M
7% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 107
0.24% less ownership
Funds ownership: 102.1% → 101.85% (-0.24%)
5% less funds holding
Funds holding: 301 → 285 (-16)
18% less capital invested
Capital invested by funds: $8.34B → $6.81B (-$1.53B)
25% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 51
47% less funds holding in top 10
Funds holding in top 10: 15 → 8 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LP
Longview Partners
St Peter Port,
Guernsey
|
+$511M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$214M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$203M |
| 4 |
SHCM
Sachem Head Capital Management
New York
|
+$149M |
| 5 |
CC
Carlson Capital
Dallas,
Texas
|
+$51.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$292M |
| 2 |
PIP
Permian Investment Partners
Dallas,
Texas
|
-$126M |
| 3 |
HCM
Hoplite Capital Management
New York
|
-$97M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$95.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$79.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PSUF
326
People's United Financial
Bridgeport,
Connecticut
| – | -$218K | -5,758 | Closed |
|
|
JMPWA
327
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$203K | -5,369 | Closed |
|
328
DZ Bank
Frankfurt Am Main,
Germany
| – | -$145K | -3,833 | Closed |
|
|
PMFA
329
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$30K | -800 | Closed |
|
|
CG
330
Cutler Group
San Francisco,
California
| – | -$23K | -611 | Closed |
|
331
Parallax Volatility Advisers
San Francisco,
California
| – | -$3K | -90 | Closed |
|
|
PIA
332
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$3K | -79 | Closed |
|
|
TFS
333
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$3K | -75 | Closed |
|
|
CF
334
Centaurus Financial
Anaheim,
California
| – | -$1K | -19 | Closed |
|
|
TWA
335
TCI Wealth Advisors
Tucson,
Arizona
| – | +$449 | +13 | New |
|
USFD Hedge Fund Activity: Q3 2018 in Review
285 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in US Foods (USFD) for Q3 2018, worth a combined $6.81B — down 18% from $8.34B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of USFD and 38 opened new positions — a net loss of 13 holders — while 107 trimmed existing stakes and 115 added.
The largest buyer was Longview Partners, opening a new position worth an estimated $511M. The largest seller was Goldman Sachs, cutting an estimated $292M.
- 285 institutional investors held US Foods (USFD) as of Q3 2018, down from 301 in Q2 2018.
- Funds reported $6.81B of US Foods stock for Q3 2018, down 18% quarter-over-quarter.
- 38 funds opened new US Foods positions in Q3 2018 and 51 closed out, a net change of -13 holders.
- The largest US Foods buyer in Q3 2018 was Longview Partners, an estimated $511M added.
- The largest US Foods seller in Q3 2018 was Goldman Sachs, an estimated $292M sold.
Based on aggregated 13F filings for Q3 2018.