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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
V
426
Veritable
Delaware
– -$248K -5,635 Closed
SP
427
Symmetry Partners
Connecticut
– -$239K -5,439 Closed
Cetera Investment Advisers
428
Cetera Investment Advisers
Illinois
– -$221K -5,012 Closed
IIC
429
Integrated Investment Consultants
Michigan
– -$220K -5,000 Closed
MOS
430
MGO One Seven
Ohio
– -$211K -4,802 Closed
OPWM
431
Oxinas Partners Wealth Management
Indiana
– -$208K -4,725 Closed
RFA
432
Resurgent Financial Advisors
Georgia
– -$21.9K -497 Closed
VSQM
433
V-Square Quantitative Management
Illinois
– -$20.3K -462 Closed
Rockefeller Capital Management
434
Rockefeller Capital Management
New York
– -$15.2K -345 Closed
TAIM
435
TD Ameritrade Investment Management
Nebraska
– -$14K -314 Closed
QL
436
Quarry LP
New York
– -$10.2K -231 Closed
HF
437
Halpern Financial
Virginia
– -$7.92K -180 Closed
DI
438
Disciplined Investments
Oklahoma
– -$2.24K -51 Closed
IGWM
439
ICA Group Wealth Management
Colorado
– -$2.2K -50 Closed
GI
440
Gradient Investments
Minnesota
– -$1.36K -31 Closed
2L
441
25 LLC
Missouri
– -$619 -14 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.