US Foods
USFD
396 hedge funds and large institutions have $10.8B invested in US Foods in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 146 increasing their positions, 109 reducing their positions, and 33 closing their positions.
133% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 33
34% more repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 109
23% more capital invested
Capital invested by funds: $8.78B → $10.8B (+$1.98B)
18% more call options, than puts
Call options by funds: $192M | Put options by funds: $163M
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
12% more funds holding
Funds holding: 355 → 396 (+41)
0.85% less ownership
Funds ownership: 105.29% → 104.44% (-0.85%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$96.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$83.2M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$69.4M |
| 4 |
BlackRock
New York
|
+$58.9M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$43.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$54.7M |
| 2 |
GCM
Glenview Capital Management
New York
|
-$41.2M |
| 3 |
DKCM
Davidson Kempner Capital Management
New York
|
-$34.9M |
| 4 |
BC
Brahman Capital
New York
|
-$33.7M |
| 5 |
Renaissance Technologies
New York
|
-$28.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BTI
426
Blue Trust Inc
Alpharetta,
Georgia
| – | -$1K | -17 | Closed |
|
|
SSG
427
Summit Securities Group
New York
| – | +$40 | +1 | New |
|
|
VF
428
VitalStone Financial
Shavano Park,
Texas
| – | +$40 | +1 | New |
|
429
Comerica Bank
Dallas,
Texas
| – | +$8.59M | +216,509 | New |
|
USFD Hedge Fund Activity: Q2 2023 in Review
396 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in US Foods (USFD) for Q2 2023, worth a combined $10.8B — up 23% from $8.78B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new USFD positions and 33 closed out — a net gain of 44 holders — while 146 added to existing stakes and 109 trimmed.
The largest buyer was Boston Partners, adding an estimated $96.6M. The largest seller was Fidelity Investments, cutting an estimated $54.7M.
- 396 institutional investors held US Foods (USFD) as of Q2 2023, up from 355 in Q1 2023.
- Funds reported $10.8B of US Foods stock for Q2 2023, up 23% quarter-over-quarter.
- 77 funds opened new US Foods positions in Q2 2023 and 33 closed out, a net change of +44 holders.
- The largest US Foods buyer in Q2 2023 was Boston Partners, an estimated $96.6M added.
- The largest US Foods seller in Q2 2023 was Fidelity Investments, an estimated $54.7M sold.
Based on aggregated 13F filings for Q2 2023.