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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
KKRC
1
Kohlberg Kravis Roberts & Co
New York
$2.29B – – –
CDR
2
Clayton Dubilier & Rice
New York
$2.29B – – –
Fidelity Investments
3
Fidelity Investments
Massachusetts
$201M +$83.6M +3,483,666 +91%
EC
4
Eminence Capital
New York
$131M -$16.6M -692,961 -13%
Vanguard Group
5
Vanguard Group
Pennsylvania
$121M +$13.7M +570,983 +15%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$109M -$1.04M -43,287 -1%
SCM
7
Suvretta Capital Management
New York
$45.6M +$12.8M +535,000 +48%
BIT
8
BlackRock Institutional Trust
California
$43.5M +$13.8M +573,645 +57%
Citigroup
9
Citigroup
New York
$43.4M +$2.21M +91,876 +6%
Balyasny Asset Management
10
Balyasny Asset Management
Illinois
$38.7M -$18.4M -765,197 -35%
GL
11
Governors Lane
New York
$37.6M +$1.58M +65,700 +5%
PGH
12
Partners Group Holding
Switzerland
$36.6M +$32M +1,333,334 New
Citadel Advisors
13
Citadel Advisors
Florida
$32.6M -$82M -3,415,578 -74%
IAM
14
Impax Asset Management
New Hampshire
$28.2M +$8.02M +334,163 +48%
CWAM
15
Columbia Wanger Asset Management
Illinois
$27.8M -$4.93M -205,408 -17%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$25.9M +$15.1M +631,057 +202%
GTP
17
Global Thematic Partners
New York
$24.9M -$2.82M -117,441 -11%
CS
18
Credit Suisse
Switzerland
$23.9M +$358K +14,931 +2%
TCIM
19
TIAA CREF Investment Management
New York
$23.5M -$75.3K -3,136 -0.4%
TA
20
Teachers Advisors
New York
$22.3M +$1.69M +70,570 +10%
Millennium Management
21
Millennium Management
New York
$22.1M -$12.1M -504,434 -39%
Alyeska Investment Group
22
Alyeska Investment Group
Illinois
$22M -$16.8M -700,000 -47%
BWCA
23
Brenner West Capital Advisors
New York
$21.6M +$18.9M +785,253 New
OCM
24
Osterweis Capital Management
California
$21.2M +$18.5M +769,890 New
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$19M -$13.5M -562,980 -45%
1
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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.