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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
Invesco
51
Invesco
Georgia
$5.14M +$4.19M +174,525 +1,387%
Barclays
52
Barclays
United Kingdom
$5.01M +$4.37M +182,217 +88,028%
Hudson Bay Capital Management
53
Hudson Bay Capital Management
Connecticut
$4.96M +$4.33M +180,365 New
Bank of New York Mellon
54
Bank of New York Mellon
New York
$4.84M +$1.48M +61,517 +54%
TPCM
55
Three Peaks Capital Management
Colorado
$4.8M +$1.66M +69,324 +66%
Morgan Stanley
56
Morgan Stanley
New York
$4.79M -$654K -27,260 -14%
MAM
57
Martingale Asset Management
Massachusetts
$4.57M +$3.99M +166,159 New
Russell Investments Group
58
Russell Investments Group
United Kingdom
$4.4M +$3.88M +161,549 New
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$3.9M – – –
State of Tennessee, Department of Treasury
60
State of Tennessee, Department of Treasury
Tennessee
$3.73M +$3.26M +135,910 New
MAM
61
Majedie Asset Management
United Kingdom
$3.43M +$2.99M +124,727 New
VSI
62
Verde Servicos Internacionais
Brazil
$3.22M -$5.16M -214,961 -65%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$3.19M +$2.78M +116,000 New
BlackRock
64
BlackRock
New York
$3.09M +$1.29M +53,530 +91%
PP
65
PDT Partners
New York
$3.08M +$2.69M +112,000 New
Prudential Financial
66
Prudential Financial
New Jersey
$3M -$2.05M -85,352 -44%
Two Sigma Advisers
67
Two Sigma Advisers
New York
$2.92M +$2.55M +106,170 New
PPA
68
Parametric Portfolio Associates
Washington
$2.91M +$608K +25,337 +31%
B
69
Bailard
California
$2.87M +$46.1K +1,920 +2%
GC
70
Guggenheim Capital
Illinois
$2.82M +$2.47M +102,780 New
Charles Schwab
71
Charles Schwab
California
$2.76M -$121K -5,046 -5%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$2.7M -$583K -24,267 -20%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$2.55M -$60K -2,500 -3%
Swiss National Bank
74
Swiss National Bank
Switzerland
$2.49M +$2.18M +90,655 New
BPIM
75
Brant Point Investment Management
New York
$2.47M -$792K -33,000 -27%
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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.