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US Foods

295 hedge funds and large institutions have $6.77B invested in US Foods in 2018 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 107 increasing their positions, 107 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 814 (+6)

32% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 38

4% more funds holding

Funds holding: 285295 (+10)

0% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 107

1% less capital invested

Capital invested by funds: $6.81B → $6.77B (-$39M)

2.84% less ownership

Funds ownership: 101.85%99.01% (-2.8%)

40% less call options, than puts

Call options by funds: $2.93M | Put options by funds: $4.87M

Holders
295
Holders Change
+10
Holders Change %
+3.51%
% of All Funds
6.57%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.31%
New
50
Increased
107
Reduced
107
Closed
38
Calls
$2.93M
Puts
$4.87M
Net Calls
-$1.94M
Net Calls Change
-$6.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$627M +$1.72M +55,765 +0.3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$565M -$16M -517,533 -3%
LP
3
Longview Partners
Guernsey
$498M +$29.2M +945,238 +6%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$363M -$22.6M -733,904 -6%
AllianceBernstein
5
AllianceBernstein
Tennessee
$311M +$60.4M +1,959,206 +25%
BlackRock
6
BlackRock
New York
$292M +$4.46M +144,692 +2%
Invesco
7
Invesco
Georgia
$253M +$36.3M +1,178,393 +17%
EC
8
Eminence Capital
New York
$198M -$57.1M -1,852,423 -23%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$189M -$22.7M -736,790 -11%
MWNA
10
Marshall Wace North America
New York
$157M +$15.7M +509,688 +11%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$155M +$5.5M +178,367 +4%
SHCM
12
Sachem Head Capital Management
New York
$136M
UBS Group
13
UBS Group
Switzerland
$118M +$72.1M +2,337,110 +168%
AIM
14
Allen Investment Management
New York
$114M +$106M +3,436,325 +2,198%
TSW
15
Thompson Siegel & Walmsley
Virginia
$95.1M +$3.09M +100,317 +3%
State Street
16
State Street
Massachusetts
$92.1M +$1.44M +46,839 +2%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$90.3M -$20.9M -678,447 -19%
TAM
18
Timucuan Asset Management
Florida
$88.6M +$614K +19,921 +0.7%
NM
19
Nokota Management
New York
$86M +$15.8M +510,808 +23%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$83.5M -$8.19M -265,456 -9%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$79.8M +$42.1M +1,364,793 +118%
Holocene Advisors
22
Holocene Advisors
New York
$79.5M +$33.9M +1,100,677 +78%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$77.5M -$1.33M -43,021 -2%
Goldman Sachs
24
Goldman Sachs
New York
$76.6M -$21.5M -697,834 -22%
Norges Bank
25
Norges Bank
Norway
$74.2M

USFD Hedge Fund Activity: Q4 2018 in Review

295 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in US Foods (USFD) for Q4 2018, worth a combined $6.77B — down 0.57% from $6.81B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new USFD positions and 38 closed out — a net gain of 12 holders — while 107 added to existing stakes and 107 trimmed.

The largest buyer was Allen Investment Management, adding an estimated $106M. The largest seller was Deutsche Bank, cutting an estimated $93.8M.

  • 295 institutional investors held US Foods (USFD) as of Q4 2018, up from 285 in Q3 2018.
  • Funds reported $6.77B of US Foods stock for Q4 2018, down 0.57% quarter-over-quarter.
  • 50 funds opened new US Foods positions in Q4 2018 and 38 closed out, a net change of +12 holders.
  • The largest US Foods buyer in Q4 2018 was Allen Investment Management, an estimated $106M added.
  • The largest US Foods seller in Q4 2018 was Deutsche Bank, an estimated $93.8M sold.

Based on aggregated 13F filings for Q4 2018.