US Foods
USFD
262 hedge funds and large institutions have $6.86B invested in US Foods in 2017 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 104 increasing their positions, 68 reducing their positions, and 36 closing their positions.
100% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 36
53% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 68
46% more funds holding in top 10
Funds holding in top 10: 13 → 19 (+6)
16% more capital invested
Capital invested by funds: $5.91B → $6.86B (+$950M)
15% more funds holding
Funds holding: 227 → 262 (+35)
2.79% less ownership
Funds ownership: 98.37% → 95.58% (-2.8%)
80% less call options, than puts
Call options by funds: $11.9M | Put options by funds: $61M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$83.3M |
| 2 |
MWNA
Marshall Wace North America
New York
|
+$82.4M |
| 3 |
Goldman Sachs
New York
|
+$81.1M |
| 4 |
EC
Eminence Capital
New York
|
+$71M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$58.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CDR
Clayton Dubilier & Rice
New York
|
-$533M |
| 2 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
-$533M |
| 3 |
JP Morgan Chase
New York
|
-$182M |
| 4 |
Morgan Stanley
New York
|
-$135M |
| 5 |
Citigroup
New York
|
-$52.5M |
USFD Hedge Fund Activity: Q4 2017 in Review
262 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in US Foods (USFD) for Q4 2017, worth a combined $6.86B — up 16% from $5.91B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new USFD positions and 36 closed out — a net gain of 36 holders — while 104 added to existing stakes and 68 trimmed.
The largest buyer was Thompson Siegel & Walmsley, opening a new position worth an estimated $83.3M. The largest seller was Clayton Dubilier & Rice, exiting entirely with an estimated $533M sold.
- 262 institutional investors held US Foods (USFD) as of Q4 2017, up from 227 in Q3 2017.
- Funds reported $6.86B of US Foods stock for Q4 2017, up 16% quarter-over-quarter.
- 72 funds opened new US Foods positions in Q4 2017 and 36 closed out, a net change of +36 holders.
- The largest US Foods buyer in Q4 2017 was Thompson Siegel & Walmsley, an estimated $83.3M added.
- The largest US Foods seller in Q4 2017 was Clayton Dubilier & Rice, an estimated $533M sold.
Based on aggregated 13F filings for Q4 2017.