We are live on ! Find out more
USFD icon

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
TW
201
TrinityPoint Wealth
Connecticut
$730K +$699K +17,424 New
IAA
202
Independent Advisor Alliance
North Carolina
$727K +$697K +17,366 New
Voloridge Investment Management
203
Voloridge Investment Management
Florida
$677K -$2.74M -68,386 -81%
LPL Financial
204
LPL Financial
California
$664K +$108K +2,687 +20%
QI
205
QS Investors
New York
$653K +$8.03K +200 +1%
BCM
206
Bayesian Capital Management
New York
$647K +$223K +5,550 +56%
APA
207
American Portfolios Advisors
New York
$630K +$589K +14,681 +4,207%
FHB
208
First Hawaiian Bank
Hawaii
$618K +$592K +14,761 New
Zurich Cantonal Bank
209
Zurich Cantonal Bank
Switzerland
$600K
Mariner
210
Mariner
Kansas
$575K -$12.2K -303 -2%
C
211
Cerebellum
California
$562K +$97.1K +2,419 +22%
SSWM
212
Sheets Smith Wealth Management
North Carolina
$550K +$531K +13,227 New
OAM
213
Optimal Asset Management
California
$517K +$495K +12,336 New
HIM
214
Hillsdale Investment Management
Ontario, Canada
$514K +$494K +12,300 New
OPCM
215
Osborne Partners Capital Management
California
$513K
TI
216
Trexquant Investment
Connecticut
$511K -$3.14M -78,328 -87%
PSP
217
Principal Street Partners
Tennessee
$505K
BOC
218
Barbara Oil Co
Illinois
$503K
Franklin Resources
219
Franklin Resources
California
$481K +$242K +6,035 +111%
BAM
220
Blueshift Asset Management
New Jersey
$477K +$215K +5,354 +89%
Canada Pension Plan Investment Board
221
Canada Pension Plan Investment Board
Ontario, Canada
$467K +$447K +11,140 New
NIPH
222
NN Investment Partners Holdings
Netherlands
$461K +$442K +11,012 New
LSV Asset Management
223
LSV Asset Management
Illinois
$460K
Prudential Financial
224
Prudential Financial
New Jersey
$457K -$749K -18,651 -63%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
225
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$455K +$436K +10,873 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.