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US Foods
USFD

150 hedge funds and large institutions have $6.07B invested in US Foods in 2016 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 53 increasing their positions, 43 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 23

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

23% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 43

18% more funds holding

Funds holding: 127 → 150 (+23)

17% more capital invested

Capital invested by funds: $5.19B → $6.07B (+$884M)

16% more call options, than puts

Call options by funds: $5.42M | Put options by funds: $4.67M

0.14% more ownership

Funds ownership: 100.08% → 100.21% (+0.14%)

Holders
150
Holders Change
+23
Holders Change %
+18.11%
% of All Funds
3.75%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
48
Increased
53
Reduced
43
Closed
23
Calls
$5.42M
Puts
$4.67M
Net Calls
+$750K
Net Calls Change
+$757K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$83.6M
2
PGH
Partners Group Holding
Switzerland
+$32M
3
BWCA
Brenner West Capital Advisors
New York
+$18.9M
4
OCM
Osterweis Capital Management
California
+$18.5M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$15.1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$82M
2
Norges Bank
Norges Bank
Norway
-$29.7M
3
FAM
Fred Alger Management
New York
-$23.2M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$18.4M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$16.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
26
EverPoint Asset Management
Connecticut
$17.3M +$9.37M +390,200 +163%
HCM
27
Highbridge Capital Management
New York
$14.7M +$12.8M +534,549 New
State Street
28
State Street
Massachusetts
$14.3M +$1.42M +59,258 +13%
FIM
29
Foresters Investment Management
New York
$14.1M +$828K +34,500 +7%
Norges Bank
30
Norges Bank
Norway
$13.4M -$29.7M -1,236,799 -72%
Goldman Sachs
31
Goldman Sachs
New York
$13.1M +$5.13M +213,593 +82%
BFA
32
BlackRock Fund Advisors
California
$12.1M +$1.08M +44,988 +11%
MPEM
33
Marathon Partners Equity Management
New York
$10.4M +$6.48M +270,000 +245%
Two Sigma Investments
34
Two Sigma Investments
New York
$10.4M +$9.05M +376,849 New
Point72 Asset Management
35
Point72 Asset Management
Connecticut
$10M +$5.86M +243,990 +201%
WRF
36
Waddell & Reed Financial
Kansas
$9.48M +$120K +5,000 +1%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$8.91M +$424K +17,650 +6%
Deutsche Bank
38
Deutsche Bank
Germany
$8.76M +$1.95M +81,372 +34%
Bank of America
39
Bank of America
North Carolina
$8.49M +$195K +8,102 +3%
Jacobs Levy Equity Management
40
Jacobs Levy Equity Management
New Jersey
$8.17M +$7.14M +297,296 New
SFM
41
Systematic Financial Management
New Jersey
$8.16M +$3.24M +134,799 +83%
JP Morgan Chase
42
JP Morgan Chase
New York
$7.71M -$4.02M -167,539 -37%
BG
43
BlackRock Group
United Kingdom
$7.08M -$6.66M -277,382 -52%
IIM
44
Ivory Investment Management
New York
$6.16M -$9.57M -398,512 -64%
First Trust Advisors
45
First Trust Advisors
Illinois
$5.54M +$2.06M +85,807 +74%
Federated Hermes
46
Federated Hermes
Pennsylvania
$5.52M +$435K +18,112 +10%
NM
47
Nokota Management
New York
$5.42M +$4.74M +197,239 New
NFA
48
Nationwide Fund Advisors
Ohio
$5.38M +$319K +13,300 +7%
Northern Trust
49
Northern Trust
Illinois
$5.27M +$386K +16,073 +9%
CC
50
Clearline Capital
New York
$5.2M +$4.55M +189,340 New
1
2
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USFD Hedge Fund Activity: Q4 2016 in Review

150 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in US Foods (USFD) for Q4 2016, worth a combined $6.07B — up 17% from $5.19B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new USFD positions and 23 closed out — a net gain of 25 holders — while 53 added to existing stakes and 43 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $83.6M. The largest seller was Citadel Advisors, cutting an estimated $82M.

  • 150 institutional investors held US Foods (USFD) as of Q4 2016, up from 127 in Q3 2016.
  • Funds reported $6.07B of US Foods stock for Q4 2016, up 17% quarter-over-quarter.
  • 48 funds opened new US Foods positions in Q4 2016 and 23 closed out, a net change of +25 holders.
  • The largest US Foods buyer in Q4 2016 was Fidelity Investments, an estimated $83.6M added.
  • The largest US Foods seller in Q4 2016 was Citadel Advisors, an estimated $82M sold.

Based on aggregated 13F filings for Q4 2016.