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US Foods
USFD

292 hedge funds and large institutions have $4.43B invested in US Foods in 2020 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 73 increasing their positions, 119 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $26M | Put options by funds: $13.4M

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

18% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 56

11% more capital invested

Capital invested by funds: $4B → $4.43B (+$428M)

3% more funds holding

Funds holding: 283 → 292 (+9)

1.3% less ownership

Funds ownership: 92.13% → 90.82% (-1.3%)

39% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 119

Holders
292
Holders Change
+9
Holders Change %
+3.18%
% of All Funds
5.89%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
66
Increased
73
Reduced
119
Closed
56
Calls
$26M
Puts
$13.4M
Net Calls
+$12.7M
Net Calls Change
+$2.08M

Top Buyers

1
LGP
Leonard Green & Partners
California
+$248M
2
Bessemer Group
Bessemer Group
New Jersey
+$61M
3
LP
Longview Partners
Guernsey
+$45.8M
4
Millennium Management
Millennium Management
New York
+$18.8M
5
CCM
Clearfield Capital Management
New York
+$15.1M

Top Sellers

1
EC
Eminence Capital
New York
-$71.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$60.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$44.3M
4
KSCM
King Street Capital Management
New York
-$31.6M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$26.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
ERSOT
326
Employees Retirement System of Texas
Texas
– -$222K -11,256 Closed
Creative Planning
327
Creative Planning
Kansas
– -$212K -10,751 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
328
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$207K -10,500 Closed
AG
329
AlphaSimPlex Group
Massachusetts
– -$198K -10,016 Closed
CAN
330
Cetera Advisor Networks
California
– -$106K -5,353 Closed
Federated Hermes
331
Federated Hermes
Pennsylvania
– -$86K -4,371 Closed
C
332
Cerebellum
California
– -$135K -4,225 Closed
CAC
333
Cowen and Company
New York
– -$81K -4,122 Closed
DCM
334
Dupont Capital Management
Delaware
– -$41K -2,063 Closed
TAIM
335
TD Ameritrade Investment Management
Nebraska
– -$39K -1,972 Closed
Walleye Trading
336
Walleye Trading
New York
– -$42.5K -1,887 Closed
Daiwa Securities Group
337
Daiwa Securities Group
Japan
– -$27K -1,540 Closed
VFA
338
Valeo Financial Advisors
Indiana
– -$21K -1,040 Closed
OPS
339
Orion Portfolio Solutions
Nebraska
– -$4K -206 Closed
PA
340
Procyon Advisors
Connecticut
– -$2K -117 Closed
TFS
341
TrustCore Financial Services
Tennessee
– -$2K -106 Closed
BCA
342
Berman Capital Advisors
Georgia
– -$1K -91 Closed
MCM
343
Manchester Capital Management
Vermont
– +$248 +11 New
10 11 12 13
14

USFD Hedge Fund Activity: Q3 2020 in Review

292 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in US Foods (USFD) for Q3 2020, worth a combined $4.43B — up 11% from $4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new USFD positions and 56 closed out — a net gain of 10 holders — while 73 added to existing stakes and 119 trimmed.

The largest buyer was Leonard Green & Partners, opening a new position worth an estimated $248M. The largest seller was Eminence Capital, cutting an estimated $71.1M.

  • 292 institutional investors held US Foods (USFD) as of Q3 2020, up from 283 in Q2 2020.
  • Funds reported $4.43B of US Foods stock for Q3 2020, up 11% quarter-over-quarter.
  • 66 funds opened new US Foods positions in Q3 2020 and 56 closed out, a net change of +10 holders.
  • The largest US Foods buyer in Q3 2020 was Leonard Green & Partners, an estimated $248M added.
  • The largest US Foods seller in Q3 2020 was Eminence Capital, an estimated $71.1M sold.

Based on aggregated 13F filings for Q3 2020.