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US Foods
USFD

452 hedge funds and large institutions have $13B invested in US Foods in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 182 increasing their positions, 144 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 44

26% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 144

2% more funds holding

Funds holding: 441 → 452 (+11)

0.36% more ownership

Funds ownership: 99.51% → 99.87% (+0.36%)

1% less capital invested

Capital invested by funds: $13.1B → $13B (-$139M)

5% less funds holding in top 10

Funds holding in top 10: 19 → 18 (-1)

80% less call options, than puts

Call options by funds: $35.3M | Put options by funds: $175M

Holders
452
Holders Change
+11
Holders Change %
+2.49%
% of All Funds
6.53%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.26%
New
60
Increased
182
Reduced
144
Closed
44
Calls
$35.3M
Puts
$175M
Net Calls
-$139M
Net Calls Change
+$8.95M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$309M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$109M
3
Citadel Advisors
Citadel Advisors
Florida
+$86.4M
4
IP
Interval Partners
New York
+$77.4M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$60.3M

Top Sellers

1
LP
Longview Partners
Guernsey
-$395M
2
SHCM
Sachem Head Capital Management
New York
-$117M
3
Boston Partners
Boston Partners
Massachusetts
-$71.5M
4
Invesco
Invesco
Georgia
-$51.6M
5
JAM
Jupiter Asset Management
United Kingdom
-$43.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
326
Forum Financial Management
Illinois
$270K +$368 +7 +0.1%
BCI
327
Brinker Capital Investments
Pennsylvania
$258K -$5.47K -104 -2%
OPS
328
Orion Portfolio Solutions
Nebraska
$258K -$5.47K -104 -2%
FTDI
329
First Trust Direct Indexing
Massachusetts
$257K +$256K +4,858 New
IGAM
330
iA Global Asset Management
Quebec, Canada
$256K +$254K +4,826 New
IAA
331
Independent Advisor Alliance
North Carolina
$256K -$96.3K -1,831 -27%
SC
332
Savant Capital
Illinois
$254K +$9.73K +185 +4%
TA
333
Tectonic Advisors
Texas
$253K +$41.6K +790 +20%
A
334
AlphaQuest
New York
$251K +$248K +4,722 +26,233%
Walleye Capital
335
Walleye Capital
New York
$248K -$21.2M -403,811 -99%
CCM
336
Coldstream Capital Management
Washington
$240K +$6.63K +126 +3%
IIC
337
Integrated Investment Consultants
Michigan
$237K – – –
HCMT
338
Highland Capital Management (Tennessee)
Tennessee
$232K +$22K +419 +11%
FLC
339
Fifth Lane Capital
Texas
$224K +$223K +4,230 New
Carson Wealth (CWM LLC)
340
Carson Wealth (CWM LLC)
Nebraska
$217K +$119K +2,262 +124%
MOS
341
MGO One Seven
Ohio
$216K +$8.89K +169 +4%
OWA
342
One Wealth Advisors
California
$213K -$5.42K -103 -2%
SP
343
Symmetry Partners
Connecticut
$211K -$57.3K -1,089 -21%
WAM
344
Wolverine Asset Management
Illinois
$209K -$5.26K -100 -2%
AFG
345
Atomi Financial Group
New York
$205K +$204K +3,873 New
CL
346
Choreo LLC
Illinois
$204K +$203K +3,862 New
KWM
347
Kingsview Wealth Management
Oregon
$200K -$68.7K -1,305 -26%
DekaBank Deutsche Girozentrale
348
DekaBank Deutsche Girozentrale
Germany
$180K +$98.2K +1,867 +123%
Jones Financial Companies
349
Jones Financial Companies
Missouri
$167K +$22.4K +426 +16%
SPIA
350
Steward Partners Investment Advisory
New York
$165K -$64.4K -1,224 -28%
12 13
14
15 16

USFD Hedge Fund Activity: Q2 2024 in Review

452 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in US Foods (USFD) for Q2 2024, worth a combined $13B — down 1.1% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new USFD positions and 44 closed out — a net gain of 16 holders — while 182 added to existing stakes and 144 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $309M. The largest seller was Longview Partners, exiting entirely with an estimated $395M sold.

  • 452 institutional investors held US Foods (USFD) as of Q2 2024, up from 441 in Q1 2024.
  • Funds reported $13B of US Foods stock for Q2 2024, down 1.1% quarter-over-quarter.
  • 60 funds opened new US Foods positions in Q2 2024 and 44 closed out, a net change of +16 holders.
  • The largest US Foods buyer in Q2 2024 was Wellington Management Group, an estimated $309M added.
  • The largest US Foods seller in Q2 2024 was Longview Partners, an estimated $395M sold.

Based on aggregated 13F filings for Q2 2024.