US Foods
USFD
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.
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: 295 → 300 (+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: 14 → 12 (-2)
36% less call options, than puts
Call options by funds: $2.81M | Put options by funds: $4.41M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Maverick Capital
Dallas,
Texas
|
+$117M |
| 2 |
PCM
Palestra Capital Management
New York
|
+$90M |
| 3 |
HCM
Hoplite Capital Management
New York
|
+$49.8M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$35.5M |
| 5 |
Holocene Advisors
New York
|
+$33.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$87.4M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$50.3M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$44.1M |
| 4 |
Bank of New York Mellon
New York
|
-$43.2M |
| 5 |
CC
Carlson Capital
Dallas,
Texas
|
-$40.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MAM
326
Meeder Asset Management
Dublin,
Ohio
| – | -$12K | -387 | Closed |
|
327
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$2K | -74 | Closed |
|
|
MPWT
328
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$1.52K | -48 | Closed |
|
|
GWS
329
Glassman Wealth Services
Vienna,
Virginia
| – | +$240 | +7 | New |
|
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.