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US Foods

285 hedge funds and large institutions have $6.81B invested in US Foods in 2018 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 115 increasing their positions, 107 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $7.03M | Put options by funds: $2.4M

7% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 107

0.24% less ownership

Funds ownership: 102.1%101.85% (-0.24%)

5% less funds holding

Funds holding: 301285 (-16)

18% less capital invested

Capital invested by funds: $8.34B → $6.81B (-$1.53B)

25% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 51

47% less funds holding in top 10

Funds holding in top 10: 158 (-7)

Holders
285
Holders Change
-16
Holders Change %
-5.32%
% of All Funds
6.52%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.18%
New
38
Increased
115
Reduced
107
Closed
51
Calls
$7.03M
Puts
$2.4M
Net Calls
+$4.63M
Net Calls Change
+$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$610M +$51.8M +1,496,976 +8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$566M -$95.8M -2,770,686 -13%
LP
3
Longview Partners
Guernsey
$456M +$511M +14,785,138 New
Wellington Management Group
4
Wellington Management Group
Massachusetts
$376M +$33M +954,982 +8%
BlackRock
5
BlackRock
New York
$280M +$48.4M +1,398,787 +18%
EC
6
Eminence Capital
New York
$250M -$17.9M -517,310 -6%
AllianceBernstein
7
AllianceBernstein
Tennessee
$243M +$203M +5,878,089 +293%
Invesco
8
Invesco
Georgia
$210M +$214M +6,180,458 +974%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$207M +$3.93M +113,676 +2%
Deutsche Bank
10
Deutsche Bank
Germany
$151M +$38.6M +1,115,829 +29%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$145M +$30.4M +879,020 +23%
MWNA
12
Marshall Wace North America
New York
$137M +$33.9M +981,494 +28%
SHCM
13
Sachem Head Capital Management
New York
$133M +$149M +4,300,000 New
American Century Companies
14
American Century Companies
Missouri
$117M +$14.7M +424,348 +13%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$109M +$50M +1,445,113 +69%
Goldman Sachs
16
Goldman Sachs
New York
$96.1M -$292M -8,445,153 -73%
TSW
17
Thompson Siegel & Walmsley
Virginia
$89.5M +$8.18M +236,493 +9%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$89.5M +$1.2M +34,643 +1%
State Street
19
State Street
Massachusetts
$88.2M +$5.87M +169,880 +6%
TAM
20
Timucuan Asset Management
Florida
$85.7M +$1.52M +44,081 +2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$76.8M +$26.5M +767,373 +44%
TIM
22
Thornburg Investment Management
New Mexico
$75.1M +$3.09M +89,271 +4%
Norges Bank
23
Norges Bank
Norway
$72.3M +$4.48M +129,442 +6%
CC
24
Carlson Capital
Texas
$69.6M +$51.8M +1,499,521 +198%
Ameriprise
25
Ameriprise
Minnesota
$68.1M +$28M +810,671 +58%

USFD Hedge Fund Activity: Q3 2018 in Review

285 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in US Foods (USFD) for Q3 2018, worth a combined $6.81B — down 18% from $8.34B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of USFD and 38 opened new positions — a net loss of 13 holders — while 107 trimmed existing stakes and 115 added.

The largest buyer was Longview Partners, opening a new position worth an estimated $511M. The largest seller was Goldman Sachs, cutting an estimated $292M.

  • 285 institutional investors held US Foods (USFD) as of Q3 2018, down from 301 in Q2 2018.
  • Funds reported $6.81B of US Foods stock for Q3 2018, down 18% quarter-over-quarter.
  • 38 funds opened new US Foods positions in Q3 2018 and 51 closed out, a net change of -13 holders.
  • The largest US Foods buyer in Q3 2018 was Longview Partners, an estimated $511M added.
  • The largest US Foods seller in Q3 2018 was Goldman Sachs, an estimated $292M sold.

Based on aggregated 13F filings for Q3 2018.