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US Foods

203 hedge funds and large institutions have $6.03B invested in US Foods in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 104 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

861% more call options, than puts

Call options by funds: $5.83M | Put options by funds: $607K

307% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 15

225% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 32

29% more funds holding

Funds holding: 157203 (+46)

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

0.15% more ownership

Funds ownership: 99.62%99.76% (+0.15%)

2% less capital invested

Capital invested by funds: $6.18B → $6.03B (-$150M)

Holders
203
Holders Change
+46
Holders Change %
+29.3%
% of All Funds
5.06%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.35%
New
61
Increased
104
Reduced
32
Closed
15
Calls
$5.83M
Puts
$607K
Net Calls
+$5.23M
Net Calls Change
+$5.39M
Name Holding Trade Value Shares
Change
Change in
Stake
CDR
1
Clayton Dubilier & Rice
New York
$1.09B -$645M -22,655,559 -36%
KKRC
2
Kohlberg Kravis Roberts & Co
New York
$1.09B -$645M -22,655,559 -36%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$661M +$232M +8,142,139 +50%
Vanguard Group
4
Vanguard Group
Pennsylvania
$326M +$126M +4,416,504 +58%
EC
5
Eminence Capital
New York
$206M +$73M +2,565,384 +51%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$148M +$30.2M +1,059,772 +24%
BlackRock
7
BlackRock
New York
$148M +$64.8M +2,276,414 +72%
SC
8
Samlyn Capital
New York
$123M +$90.4M +3,176,959 +238%
Citadel Advisors
9
Citadel Advisors
Florida
$120M +$22.9M +805,103 +22%
Goldman Sachs
10
Goldman Sachs
New York
$110M +$67.2M +2,362,588 +141%
Balyasny Asset Management
11
Balyasny Asset Management
Illinois
$91.3M +$18.7M +658,107 +24%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$90M +$27.2M +957,190 +41%
NM
13
Nokota Management
New York
$89.6M +$19.4M +682,315 +26%
Millennium Management
14
Millennium Management
New York
$85.3M +$57.8M +2,031,051 +184%
TCIM
15
TIAA CREF Investment Management
New York
$58M +$7.76M +272,633 +15%
MP
16
MSD Partners
New York
$54.6M +$57.1M +2,007,170 New
Norges Bank
17
Norges Bank
Norway
$52.4M +$318K +11,160 +0.6%
SAM
18
Scopus Asset Management
New York
$50.4M +$52.6M +1,850,070 New
GL
19
Governors Lane
New York
$46.4M +$3.02M +106,000 +7%
Jennison Associates
20
Jennison Associates
New York
$45M +$47M +1,652,114 New
CS
21
Credit Suisse
Switzerland
$43.1M +$1.47M +51,536 +3%
TA
22
Teachers Advisors
New York
$40.9M +$11.4M +401,252 +36%
State Street
23
State Street
Massachusetts
$40.7M +$23.6M +828,707 +124%
OCM
24
Osterweis Capital Management
California
$40.3M +$3.97M +139,705 +10%
Two Sigma Investments
25
Two Sigma Investments
New York
$37.5M +$8.01M +281,660 +26%

USFD Hedge Fund Activity: Q2 2017 in Review

203 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in US Foods (USFD) for Q2 2017, worth a combined $6.03B — down 2.4% from $6.18B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new USFD positions and 15 closed out — a net gain of 46 holders — while 104 added to existing stakes and 32 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $232M. The largest seller was Clayton Dubilier & Rice, cutting an estimated $645M.

  • 203 institutional investors held US Foods (USFD) as of Q2 2017, up from 157 in Q1 2017.
  • Funds reported $6.03B of US Foods stock for Q2 2017, down 2.4% quarter-over-quarter.
  • 61 funds opened new US Foods positions in Q2 2017 and 15 closed out, a net change of +46 holders.
  • The largest US Foods buyer in Q2 2017 was Fidelity Investments, an estimated $232M added.
  • The largest US Foods seller in Q2 2017 was Clayton Dubilier & Rice, an estimated $645M sold.

Based on aggregated 13F filings for Q2 2017.