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US Foods
USFD

393 hedge funds and large institutions have $9.79B invested in US Foods in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 152 increasing their positions, 128 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 128

13% more funds holding in top 10

Funds holding in top 10: 15 → 17 (+2)

3% more call options, than puts

Call options by funds: $135M | Put options by funds: $131M

0% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 50

1% less funds holding

Funds holding: 396 → 393 (-3)

4.64% less ownership

Funds ownership: 104.44% → 99.8% (-4.6%)

9% less capital invested

Capital invested by funds: $10.8B → $9.79B (-$966M)

Holders
393
Holders Change
-3
Holders Change %
-0.76%
% of All Funds
6.24%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.27%
New
50
Increased
152
Reduced
128
Closed
50
Calls
$135M
Puts
$131M
Net Calls
+$3.74M
Net Calls Change
-$24.8M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$126M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$77M
3
JAM
Jupiter Asset Management
United Kingdom
+$55.9M
4
DKCM
Davidson Kempner Capital Management
New York
+$52.8M
5
Citadel Advisors
Citadel Advisors
Florida
+$36.5M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$72.7M
2
Invesco
Invesco
Georgia
-$65.8M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$47.9M
4
JP Morgan Chase
JP Morgan Chase
New York
-$43.4M
5
Millennium Management
Millennium Management
New York
-$36.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
EARNEST Partners
376
EARNEST Partners
Georgia
$1.39K – – –
PFBT
377
Parkside Financial Bank & Trust
Missouri
$1.31K – – –
UB
378
UMB Bank
Missouri
$1.19K – – –
RCM
379
Raleigh Capital Management
North Carolina
$1.03K +$1.08K +26 New
CA
380
Centerpoint Advisors
Massachusetts
$1K – – –
TFGT
381
TS Financial Group (TSFG)
Illinois
$1K – – –
AW
382
Avion Wealth
Texas
$1K +$1.62K +39 New
Toronto Dominion Bank
383
Toronto Dominion Bank
Ontario, Canada
$754 -$829 -20 -51%
DWA
384
Delos Wealth Advisors
Texas
$526 – – –
GWS
385
Glassman Wealth Services
Virginia
$397 – – –
WWM
386
Wolff Wiese Magana
California
$397 – – –
FGAM
387
Financial Gravity Asset Management
Texas
$201 +$166 +4 New
TWP
388
TFO Wealth Partners
Ohio
$176 +$166 +4 New
CA
389
Crewe Advisors
Utah
$159 -$41 -1 -20%
TWD
390
True Wealth Design
Ohio
$159 +$83 +2 +100%
CPG
391
Cornerstone Planning Group
New Jersey
$119 +$124 +3 New
WT
392
Whittier Trust
California
$119 +$124 +3 New
TWC
393
TD Waterhouse Canada
Ontario, Canada
$53 – – –
IECM
394
Intrinsic Edge Capital Management
Illinois
– -$19.7M -447,257 Closed
Holocene Advisors
395
Holocene Advisors
New York
– -$18.2M -412,660 Closed
FAM
396
Fred Alger Management
New York
– -$14.4M -326,712 Closed
BC
397
Brookfield Corp
Ontario, Canada
– -$13.6M -308,769 Closed
DAM
398
DLD Asset Management
New York
– -$11M -250,000 Closed
Aberdeen Group
399
Aberdeen Group
United Kingdom
– -$9.97M -226,695 Closed
GCM
400
Ghisallo Capital Management
Massachusetts
– -$4.4M -100,000 Closed
14 15
16
17 18

USFD Hedge Fund Activity: Q3 2023 in Review

393 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in US Foods (USFD) for Q3 2023, worth a combined $9.79B — down 9% from $10.8B a quarter earlier.

Fund positioning in USFD was balanced in Q3 2023: 50 funds opened new positions, 50 closed out, 152 added to existing stakes and 128 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $126M. The largest seller was Balyasny Asset Management, cutting an estimated $72.7M.

  • 393 institutional investors held US Foods (USFD) as of Q3 2023, down from 396 in Q2 2023.
  • Funds reported $9.79B of US Foods stock for Q3 2023, down 9% quarter-over-quarter.
  • 50 funds opened new US Foods positions in Q3 2023 and 50 closed out, a net change of 0 holders.
  • The largest US Foods buyer in Q3 2023 was Victory Capital Management, an estimated $126M added.
  • The largest US Foods seller in Q3 2023 was Balyasny Asset Management, an estimated $72.7M sold.

Based on aggregated 13F filings for Q3 2023.