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US Foods

301 hedge funds and large institutions have $8.34B invested in US Foods in 2018 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 115 increasing their positions, 99 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $5.38M | Put options by funds: $2.97M

37% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 43

16% more capital invested

Capital invested by funds: $7.16B → $8.34B (+$1.17B)

16% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 99

4% more funds holding

Funds holding: 290301 (+11)

0.41% more ownership

Funds ownership: 101.68%102.1% (+0.41%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
301
Holders Change
+11
Holders Change %
+3.79%
% of All Funds
6.89%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.34%
New
59
Increased
115
Reduced
99
Closed
43
Calls
$5.38M
Puts
$2.97M
Net Calls
+$2.41M
Net Calls Change
-$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$799M -$79.1M -2,236,237 -10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$691M +$31.1M +878,075 +5%
Goldman Sachs
3
Goldman Sachs
New York
$437M +$42.4M +1,198,094 +12%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$426M +$133M +3,771,800 +50%
EC
5
Eminence Capital
New York
$326M -$27.3M -771,821 -8%
BlackRock
6
BlackRock
New York
$291M +$11.9M +337,363 +5%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$250M -$5.31M -150,045 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$145M +$19.2M +542,581 +16%
Deutsche Bank
9
Deutsche Bank
Germany
$143M +$68.5M +1,936,511 +105%
Man Group
10
Man Group
United Kingdom
$141M +$13M +367,583 +11%
AL
11
AJO LP
Pennsylvania
$140M +$11M +311,864 +9%
MWNA
12
Marshall Wace North America
New York
$131M +$5.58M +157,570 +5%
American Century Companies
13
American Century Companies
Missouri
$128M +$20M +564,323 +20%
PIP
14
Permian Investment Partners
Texas
$126M -$3.73M -105,398 -3%
Wells Fargo
15
Wells Fargo
California
$122M +$10.8M +305,033 +10%
Holocene Advisors
16
Holocene Advisors
New York
$116M -$8.1M -228,864 -7%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$115M -$28.2M -797,600 -21%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$108M -$3.14M -88,820 -3%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$106M -$2.9M -82,001 -3%
TAM
20
Timucuan Asset Management
Florida
$103M +$564K +15,928 +0.6%
State Street
21
State Street
Massachusetts
$102M +$4.39M +123,979 +5%
TSW
22
Thompson Siegel & Walmsley
Virginia
$101M -$14.3M -404,851 -13%
HCM
23
Hoplite Capital Management
New York
$97M -$1.26M -35,711 -1%
NM
24
Nokota Management
New York
$93.8M -$44.4M -1,253,339 -34%
Two Sigma Investments
25
Two Sigma Investments
New York
$91.3M -$20.1M -568,539 -19%

USFD Hedge Fund Activity: Q2 2018 in Review

301 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in US Foods (USFD) for Q2 2018, worth a combined $8.34B — up 16% from $7.16B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new USFD positions and 43 closed out — a net gain of 16 holders — while 115 added to existing stakes and 99 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $133M. The largest seller was CI Global Investments, cutting an estimated $94.5M.

  • 301 institutional investors held US Foods (USFD) as of Q2 2018, up from 290 in Q1 2018.
  • Funds reported $8.34B of US Foods stock for Q2 2018, up 16% quarter-over-quarter.
  • 59 funds opened new US Foods positions in Q2 2018 and 43 closed out, a net change of +16 holders.
  • The largest US Foods buyer in Q2 2018 was Wellington Management Group, an estimated $133M added.
  • The largest US Foods seller in Q2 2018 was CI Global Investments, an estimated $94.5M sold.

Based on aggregated 13F filings for Q2 2018.