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US Foods

325 hedge funds and large institutions have $8.75B invested in US Foods in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 138 increasing their positions, 99 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $25.7M | Put options by funds: $12.9M

39% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 99

20% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 49

2% more capital invested

Capital invested by funds: $8.58B → $8.75B (+$171M)

0.05% more ownership

Funds ownership: 95.28%95.33% (+0.05%)

0% less funds holding

Funds holding: 326325 (-1)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
325
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
6.4%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
59
Increased
138
Reduced
99
Closed
49
Calls
$25.7M
Puts
$12.9M
Net Calls
+$12.8M
Net Calls Change
+$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$14.6M -$420K -10,452 -3%
MAM
77
Majedie Asset Management
United Kingdom
$14.3M -$976K -24,312 -7%
Allianz Asset Management
78
Allianz Asset Management
Germany
$14.2M +$9.94M +247,628 +273%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$12.9M +$5.79M +144,235 +89%
OCM
80
Osterweis Capital Management
California
$12.7M +$436K +10,855 +4%
Squarepoint
81
Squarepoint
New York
$12.4M +$2.94M +73,257 +33%
Jacobs Levy Equity Management
82
Jacobs Levy Equity Management
New Jersey
$12.2M -$7M -174,480 -37%
Natixis Advisors
83
Natixis Advisors
Massachusetts
$12.1M +$1.81M +45,066 +18%
MSL
84
Mackay Shields LLC
New York
$11.9M +$13K +325 +0.1%
FQ
85
First Quadrant
California
$11.9M -$19.3K -480 -0.2%
Russell Investments Group
86
Russell Investments Group
United Kingdom
$11.7M -$7.78M -193,944 -41%
Ensign Peak Advisors
87
Ensign Peak Advisors
Utah
$11.5M +$11M +274,268 New
PI
88
Putnam Investments
Massachusetts
$11M -$128K -3,180 -1%
LC
89
Loews Corp
New York
$10.9M -$602K -15,000 -5%
MCM
90
Moore Capital Management
New York
$10.5M -$10M -250,000 -50%
NM
91
Nokota Management
New York
$10.4M -$4.54M -113,178 -31%
ACM
92
Alta Capital Management
Utah
$9.66M +$9.26M +230,738 New
Bank of Nova Scotia
93
Bank of Nova Scotia
Ontario, Canada
$9.64M -$11.4M -283,845 -55%
GIA
94
Gateway Investment Advisers
Ohio
$9.39M +$1.89M +47,022 +27%
AG
95
Aperio Group
California
$9.02M +$173K +4,317 +2%
Morgan Stanley
96
Morgan Stanley
New York
$9M +$1.87M +46,695 +28%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$8.89M +$7.63K +190 +0.1%
JP Morgan Chase
98
JP Morgan Chase
New York
$8.84M -$1.92M -47,762 -18%
GC
99
Guggenheim Capital
Illinois
$8.32M +$1.24M +30,980 +18%
ACH
100
ArrowMark Colorado Holdings
Colorado
$7.55M +$7.24M +180,328 New

USFD Hedge Fund Activity: Q4 2019 in Review

325 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in US Foods (USFD) for Q4 2019, worth a combined $8.75B — up 2% from $8.58B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new USFD positions and 49 closed out — a net gain of 10 holders — while 138 added to existing stakes and 99 trimmed.

The largest buyer was Eminence Capital, adding an estimated $108M. The largest seller was Wellington Management Group, cutting an estimated $75.4M.

  • 325 institutional investors held US Foods (USFD) as of Q4 2019, down from 326 in Q3 2019.
  • Funds reported $8.75B of US Foods stock for Q4 2019, up 2% quarter-over-quarter.
  • 59 funds opened new US Foods positions in Q4 2019 and 49 closed out, a net change of +10 holders.
  • The largest US Foods buyer in Q4 2019 was Eminence Capital, an estimated $108M added.
  • The largest US Foods seller in Q4 2019 was Wellington Management Group, an estimated $75.4M sold.

Based on aggregated 13F filings for Q4 2019.