US Foods
USFD
296 hedge funds and large institutions have $8.02B invested in US Foods in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 101 reducing their positions, and 47 closing their positions.
1,332% more call options, than puts
Call options by funds: $259M | Put options by funds: $18.1M
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
8% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 101
1% more capital invested
Capital invested by funds: $7.93B → $8.02B (+$96.1M)
0.64% more ownership
Funds ownership: 94.06% → 94.69% (+0.64%)
5% less funds holding
Funds holding: 313 → 296 (-17)
36% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$116M |
| 2 |
JP Morgan Chase
New York
|
+$116M |
| 3 |
SAM
Scopus Asset Management
New York
|
+$58.2M |
| 4 |
DCM
Dorsal Capital Management
Redwood City,
California
|
+$48.5M |
| 5 |
Goldman Sachs
New York
|
+$43.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fred Alger Management
New York
|
-$73.2M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$56M |
| 3 |
Holocene Advisors
New York
|
-$49.1M |
| 4 |
RCMNY
Rubric Capital Management (New York)
New York
|
-$42.9M |
| 5 |
LP
Longview Partners
St Peter Port,
Guernsey
|
-$42.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EVM
326
Eaton Vance Management
Boston,
Massachusetts
| – | -$48K | -1,272 | Closed |
|
|
IAIM
327
International Assets Investment Management
Orlando,
Florida
| – | -$39K | -1,084 | Closed |
|
|
WAP
328
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$35K | -910 | Closed |
|
329
Parallax Volatility Advisers
San Francisco,
California
| – | -$29.9K | -770 | Closed |
|
|
HI
330
Harbour Investments
Madison,
Wisconsin
| – | -$26K | -688 | Closed |
|
|
VFA
331
Valeo Financial Advisors
Carmel,
Indiana
| – | -$23K | -612 | Closed |
|
|
IWP
332
IAG Wealth Partners
Waukesha,
Wisconsin
| – | -$12K | -290 | Closed |
|
|
SFS
333
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$3K | -78 | Closed |
|
|
CAC
334
Certified Advisory Corp
Altamonte Springs,
Florida
| – | -$2K | -50 | Closed |
|
|
EWM
335
Endurance Wealth Management
Providence,
Rhode Island
| – | -$1K | -15 | Closed |
|
|
CQS
336
Credential Qtrade Securities
Vancouver,
| – | -$419 | -11 | Closed |
|
|
PFBT
337
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | +$233 | +6 | New |
|
USFD Hedge Fund Activity: Q2 2021 in Review
296 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in US Foods (USFD) for Q2 2021, worth a combined $8.02B — up 1.2% from $7.93B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of USFD and 30 opened new positions — a net loss of 17 holders — while 101 trimmed existing stakes and 109 added.
The largest buyer was Boston Partners, adding an estimated $116M. The largest seller was Fred Alger Management, cutting an estimated $73.2M.
- 296 institutional investors held US Foods (USFD) as of Q2 2021, down from 313 in Q1 2021.
- Funds reported $8.02B of US Foods stock for Q2 2021, up 1.2% quarter-over-quarter.
- 30 funds opened new US Foods positions in Q2 2021 and 47 closed out, a net change of -17 holders.
- The largest US Foods buyer in Q2 2021 was Boston Partners, an estimated $116M added.
- The largest US Foods seller in Q2 2021 was Fred Alger Management, an estimated $73.2M sold.
Based on aggregated 13F filings for Q2 2021.