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US Foods

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: 203227 (+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: 1413 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$689M +$41.7M +1,522,072 +6%
CDR
2
Clayton Dubilier & Rice
New York
$533M -$548M -20,000,000 -50%
KKRC
3
Kohlberg Kravis Roberts & Co
New York
$533M -$548M -20,000,000 -50%
Vanguard Group
4
Vanguard Group
Pennsylvania
$403M +$85.5M +3,122,118 +26%
EC
5
Eminence Capital
New York
$213M +$11.1M +405,187 +5%
Goldman Sachs
6
Goldman Sachs
New York
$195M +$89.5M +3,267,645 +81%
JP Morgan Chase
7
JP Morgan Chase
New York
$181M +$177M +6,457,269 +2,318%
BlackRock
8
BlackRock
New York
$179M +$34.9M +1,273,623 +23%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$151M +$6.21M +226,546 +4%
Millennium Management
10
Millennium Management
New York
$147M +$65.2M +2,381,517 +76%
Morgan Stanley
11
Morgan Stanley
New York
$131M +$133M +4,844,442 +6,180%
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$115M +$25.7M +936,785 +28%
LCM
13
Laurion Capital Management
New York
$94.7M +$95.9M +3,501,220 +7,568%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$91.1M +$2.87M +104,715 +3%
NM
15
Nokota Management
New York
$85.7M -$2.31M -84,166 -3%
Wells Fargo
16
Wells Fargo
California
$79.7M +$58.1M +2,119,408 +245%
Norges Bank
17
Norges Bank
Norway
$74.5M +$23.7M +866,672 +45%
CS
18
Credit Suisse
Switzerland
$66.3M +$24.7M +900,424 +57%
TCIM
19
TIAA CREF Investment Management
New York
$66.2M +$9.53M +347,880 +16%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$63.2M +$28M +1,022,790 +76%
Citigroup
21
Citigroup
New York
$59.9M +$24.5M +895,367 +66%
Jennison Associates
22
Jennison Associates
New York
$56.4M +$12.6M +459,783 +28%
Two Sigma Investments
23
Two Sigma Investments
New York
$56.1M +$19.8M +723,076 +53%
TIM
24
Thornburg Investment Management
New Mexico
$55.6M +$57M +2,081,886 New
GL
25
Governors Lane
New York
$55.2M +$10M +364,904 +21%

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.