US Foods
USFD
295 hedge funds and large institutions have $6.77B invested in US Foods in 2018 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 107 increasing their positions, 107 reducing their positions, and 38 closing their positions.
75% more funds holding in top 10
Funds holding in top 10: 8 → 14 (+6)
32% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 38
4% more funds holding
Funds holding: 285 → 295 (+10)
0% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 107
1% less capital invested
Capital invested by funds: $6.81B → $6.77B (-$39M)
2.84% less ownership
Funds ownership: 101.85% → 99.01% (-2.8%)
40% less call options, than puts
Call options by funds: $2.93M | Put options by funds: $4.87M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Allen Investment Management
New York
|
+$106M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$72.1M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$60.4M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$42.1M |
| 5 |
KSCM
King Street Capital Management
New York
|
+$37.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$93.8M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$68.3M |
| 3 |
Morgan Stanley
New York
|
-$59.2M |
| 4 |
EC
Eminence Capital
New York
|
-$57.1M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIM
326
Anchor Investment Management
Columbia,
South Carolina
| – | -$8.78K | -285 | Closed |
|
|
AIL
327
AGF Investments LLC
Toronto,
Ontario, Canada
| – | -$8K | -254 | Closed |
|
328
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$2K | -64 | Closed |
|
|
CTC
329
Central Trust Company
Jefferson City,
Missouri
| – | -$2K | -50 | Closed |
|
|
SPIA
330
Steward Partners Investment Advisory
New York
| – | -$2K | -50 | Closed |
|
|
HNB
331
Huntington National Bank
Columbus,
Ohio
| – | +$31 | +1 | New |
|
|
BCA
332
Berman Capital Advisors
Atlanta,
Georgia
| – | +$185 | +6 | New |
|
|
ST
333
Sageworth Trust
Lancaster,
Pennsylvania
| – | +$308 | +10 | New |
|
USFD Hedge Fund Activity: Q4 2018 in Review
295 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in US Foods (USFD) for Q4 2018, worth a combined $6.77B — down 0.57% from $6.81B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new USFD positions and 38 closed out — a net gain of 12 holders — while 107 added to existing stakes and 107 trimmed.
The largest buyer was Allen Investment Management, adding an estimated $106M. The largest seller was Deutsche Bank, cutting an estimated $93.8M.
- 295 institutional investors held US Foods (USFD) as of Q4 2018, up from 285 in Q3 2018.
- Funds reported $6.77B of US Foods stock for Q4 2018, down 0.57% quarter-over-quarter.
- 50 funds opened new US Foods positions in Q4 2018 and 38 closed out, a net change of +12 holders.
- The largest US Foods buyer in Q4 2018 was Allen Investment Management, an estimated $106M added.
- The largest US Foods seller in Q4 2018 was Deutsche Bank, an estimated $93.8M sold.
Based on aggregated 13F filings for Q4 2018.