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US Foods
USFD

227 hedge funds and large institutions have $5.91B invested in US Foods in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 107 increasing their positions, 55 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

884% more call options, than puts

Call options by funds: $8.29M | Put options by funds: $843K

95% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 55

83% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 30

12% more funds holding

Funds holding: 203 → 227 (+24)

2% less capital invested

Capital invested by funds: $6.03B → $5.91B (-$125M)

1.39% less ownership

Funds ownership: 99.76% → 98.37% (-1.4%)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

Holders
227
Holders Change
+24
Holders Change %
+11.82%
% of All Funds
5.66%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.32%
New
55
Increased
107
Reduced
55
Closed
30
Calls
$8.29M
Puts
$843K
Net Calls
+$7.45M
Net Calls Change
+$2.22M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$177M
2
Morgan Stanley
Morgan Stanley
New York
+$133M
3
LCM
Laurion Capital Management
New York
+$95.9M
4
Goldman Sachs
Goldman Sachs
New York
+$89.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$85.5M

Top Sellers

1
CDR
Clayton Dubilier & Rice
New York
-$548M
2
KKRC
Kohlberg Kravis Roberts & Co
New York
-$548M
3
Citadel Advisors
Citadel Advisors
Florida
-$99M
4
SC
Samlyn Capital
New York
-$70.6M
5
MP
MSD Partners
New York
-$54.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
EMG
176
Ellington Management Group
Connecticut
$451K -$115K -4,200 -20%
FRM
177
Fox Run Management
Connecticut
$425K +$436K +15,900 New
ARM
178
Adirondack Research & Management
New York
$420K – – –
Teacher Retirement System of Texas
179
Teacher Retirement System of Texas
Texas
$420K +$114K +4,151 +36%
BGDI
180
BW Gestao de Investimentos
Brazil
$415K -$728K -26,564 -63%
Verition Fund Management
181
Verition Fund Management
Connecticut
$414K -$14.6K -533 -3%
PI
182
Putnam Investments
Massachusetts
$401K -$256K -9,358 -38%
EPM
183
Equitec Proprietary Markets
Illinois
$377K -$611K -22,294 -61%
Envestnet Asset Management
184
Envestnet Asset Management
Illinois
$375K +$248K +9,071 +181%
LTFS
185
Ladenburg Thalmann Financial Services
Florida
$341K +$10.4K +379 +3%
SGA
186
Strategic Global Advisors
California
$323K +$110K +4,016 +50%
KC
187
Kepos Capital
New York
$320K +$329K +11,997 New
Comerica Bank
188
Comerica Bank
Texas
$297K +$102K +3,732 +51%
BFM
189
Boothbay Fund Management
New York
$296K +$303K +11,072 New
QI
190
QS Investors
New York
$286K – – –
TG
191
TLP Group
Illinois
$275K +$282K +10,294 New
AG
192
Advisor Group
Arizona
$257K +$36.2K +1,323 +16%
PCM
193
Perritt Capital Management
Illinois
$230K – – –
Brown Advisory
194
Brown Advisory
Maryland
$214K +$219K +8,000 New
Nomura Holdings
195
Nomura Holdings
Japan
$214K +$219K +8,000 New
CIBC Asset Management
196
CIBC Asset Management
Ontario, Canada
$203K +$208K +7,601 New
NBC
197
Neuberger Berman Canada
Ontario, Canada
$202K -$23.5K -859 -10%
Manulife (Manufacturers Life Insurance)
198
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$200K +$6.9K +252 +3%
CCMH
199
Cornerstone Capital Management Holdings
New York
$178K -$1.15M -41,962 -86%
Royal Bank of Canada
200
Royal Bank of Canada
Ontario, Canada
$153K +$35.8K +1,308 +29%
6 7
8
9 10

USFD Hedge Fund Activity: Q3 2017 in Review

227 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in US Foods (USFD) for Q3 2017, worth a combined $5.91B — down 2.1% from $6.03B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new USFD positions and 30 closed out — a net gain of 25 holders — while 107 added to existing stakes and 55 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $177M. The largest seller was Clayton Dubilier & Rice, cutting an estimated $548M.

  • 227 institutional investors held US Foods (USFD) as of Q3 2017, up from 203 in Q2 2017.
  • Funds reported $5.91B of US Foods stock for Q3 2017, down 2.1% quarter-over-quarter.
  • 55 funds opened new US Foods positions in Q3 2017 and 30 closed out, a net change of +25 holders.
  • The largest US Foods buyer in Q3 2017 was JP Morgan Chase, an estimated $177M added.
  • The largest US Foods seller in Q3 2017 was Clayton Dubilier & Rice, an estimated $548M sold.

Based on aggregated 13F filings for Q3 2017.