We are live on ! Find out more
USFD icon

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
FAM
151
Fred Alger Management
New York
– -$23.2M -983,401 Closed
AL
152
Appaloosa LP
New Jersey
– -$14.7M -622,762 Closed
DKCM
153
Davidson Kempner Capital Management
New York
– -$14.2M -602,700 Closed
PC
154
Passport Capital
California
– -$10.6M -450,418 Closed
ESCM
155
Echo Street Capital Management
New York
– -$8.58M -363,329 Closed
PGC
156
Pacific Grove Capital
California
– -$6.84M -289,801 Closed
American Century Companies
157
American Century Companies
Missouri
– -$5.68M -240,430 Closed
AG
158
Artal Group
Luxembourg
– -$5.31M -225,000 Closed
BIM
159
Bogle Investment Management
Massachusetts
– -$3.89M -164,751 Closed
JP
160
Jana Partners
New York
– -$3.6M -152,500 Closed
CC
161
Carlson Capital
Texas
– -$2.58M -109,200 Closed
ECM
162
Element Capital Management
New York
– -$1.31M -55,500 Closed
SIP
163
Stoneridge Investment Partners
Pennsylvania
– -$775K -32,832 Closed
BF
164
BOK Financial
Oklahoma
– -$626K -26,519 Closed
NIT
165
NumerixS Investment Technologies
British Columbia, Canada
– -$345K -14,620 Closed
DS
166
DRW Securities
Illinois
– -$236K -10,000 Closed
IGIM
167
I.G. Investment Management
Manitoba, Canada
– -$129K -5,453 Closed
Credit Agricole
168
Credit Agricole
France
– -$71K -2,995 Closed
AIM
169
Acrospire Investment Management
Illinois
– -$31K -1,300 Closed
LTFS
170
Ladenburg Thalmann Financial Services
Florida
– -$5K -200 Closed
CCA
171
Catalyst Capital Advisors
New York
– -$4K -150 Closed
JFA
172
JNBA Financial Advisors
Minnesota
– -$2K -95 Closed
S
173
SignatureFD
Georgia
– -$2K -95 Closed
3 4 5 6
7

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.