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US Foods

422 hedge funds and large institutions have $11.1B invested in US Foods in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 125 increasing their positions, 157 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more call options, than puts

Call options by funds: $149M | Put options by funds: $49.3M

84% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 43

13% more capital invested

Capital invested by funds: $9.79B → $11.1B (+$1.27B)

7% more funds holding

Funds holding: 393422 (+29)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

0.79% less ownership

Funds ownership: 99.8%99.01% (-0.79%)

20% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 157

Holders
422
Holders Change
+29
Holders Change %
+7.38%
% of All Funds
6.15%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
79
Increased
125
Reduced
157
Closed
43
Calls
$149M
Puts
$49.3M
Net Calls
+$99.5M
Net Calls Change
+$95.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Silvercrest Asset Management
New York
$87.6M -$5.13M -124,111 -6%
GCM
27
Glenview Capital Management
New York
$79.6M -$20.6M -497,994 -22%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$78.2M -$2.79M -67,462 -4%
DKCM
29
Davidson Kempner Capital Management
New York
$73.5M -$15.8M -382,464 -19%
Northern Trust
30
Northern Trust
Illinois
$73.4M -$507K -12,253 -0.8%
N
31
Nuveen
North Carolina
$72.4M -$7.04M -170,280 -10%
Charles Schwab
32
Charles Schwab
California
$71.9M +$521K +12,594 +0.8%
DC
33
Dendur Capital
New York
$53.1M -$12.4M -299,605 -20%
JAM
34
Jupiter Asset Management
United Kingdom
$52.1M -$8.39M -202,780 -15%
RJA
35
Raymond James & Associates
Florida
$49.7M -$398K -9,618 -0.9%
TSW
36
Thompson Siegel & Walmsley
Virginia
$48.6M +$2.57M +62,223 +6%
TCM
37
Tensile Capital Management
California
$48M +$12.7M +306,600 +41%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$45.6M -$447K -10,807 -1%
Principal Financial Group
39
Principal Financial Group
Iowa
$37.7M -$307K -7,434 -0.9%
WP
40
Woodline Partners
California
$36.3M +$1.73M +41,780 +6%
MC
41
Maverick Capital
Texas
$34.2M -$348K -8,408 -1%
C
42
Chescapmanager
Maryland
$33.7M
CCMLC
43
Cardinal Capital Management LLC (Connecticut)
Connecticut
$33.5M +$5.03M +121,697 +20%
Ensign Peak Advisors
44
Ensign Peak Advisors
Utah
$32.1M -$4.01K -97 -0%
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$31.8M +$547K +13,235 +2%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$30.5M -$680K -16,439 -2%
SC
47
Sasco Capital
Connecticut
$28.2M -$399K -9,640 -2%
Millennium Management
48
Millennium Management
New York
$28M +$24.6M +595,402 +2,926%
Legal & General Group
49
Legal & General Group
United Kingdom
$26.3M -$104K -2,522 -0.4%
CCM
50
Clearfield Capital Management
New York
$25.7M -$6.56M -158,621 -22%

USFD Hedge Fund Activity: Q4 2023 in Review

422 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in US Foods (USFD) for Q4 2023, worth a combined $11.1B — up 13% from $9.79B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new USFD positions and 43 closed out — a net gain of 36 holders — while 125 added to existing stakes and 157 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $189M. The largest seller was Sachem Head Capital Management, cutting an estimated $124M.

  • 422 institutional investors held US Foods (USFD) as of Q4 2023, up from 393 in Q3 2023.
  • Funds reported $11.1B of US Foods stock for Q4 2023, up 13% quarter-over-quarter.
  • 79 funds opened new US Foods positions in Q4 2023 and 43 closed out, a net change of +36 holders.
  • The largest US Foods buyer in Q4 2023 was Victory Capital Management, an estimated $189M added.
  • The largest US Foods seller in Q4 2023 was Sachem Head Capital Management, an estimated $124M sold.

Based on aggregated 13F filings for Q4 2023.