US Foods
USFD
283 hedge funds and large institutions have $4B invested in US Foods in 2020 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 83 increasing their positions, 124 reducing their positions, and 62 closing their positions.
49% more call options, than puts
Call options by funds: $32.1M | Put options by funds: $21.5M
10% more capital invested
Capital invested by funds: $3.64B → $4B (+$366M)
1.03% less ownership
Funds ownership: 93.16% → 92.13% (-1%)
3% less funds holding
Funds holding: 292 → 283 (-9)
11% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 62
33% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 124
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| 1 |
Invesco
Atlanta,
Georgia
|
+$144M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$119M |
| 3 |
JP Morgan Chase
New York
|
+$74.6M |
| 4 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
+$43.5M |
| 5 |
SHCM
Sachem Head Capital Management
New York
|
+$40.2M |
Top Sellers
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$96.8M |
| 2 |
Goldman Sachs
New York
|
-$49.9M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$40.7M |
| 4 |
ClearBridge Investments
New York
|
-$40.1M |
| 5 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$38.5M |
USFD Hedge Fund Activity: Q2 2020 in Review
283 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in US Foods (USFD) for Q2 2020, worth a combined $4B — up 10% from $3.64B a quarter earlier.
Sellers outnumbered buyers: 62 funds closed out of USFD and 55 opened new positions — a net loss of 7 holders — while 124 trimmed existing stakes and 83 added.
The largest buyer was Invesco, adding an estimated $144M. The largest seller was AllianceBernstein, cutting an estimated $96.8M.
- 283 institutional investors held US Foods (USFD) as of Q2 2020, down from 292 in Q1 2020.
- Funds reported $4B of US Foods stock for Q2 2020, up 10% quarter-over-quarter.
- 55 funds opened new US Foods positions in Q2 2020 and 62 closed out, a net change of -7 holders.
- The largest US Foods buyer in Q2 2020 was Invesco, an estimated $144M added.
- The largest US Foods seller in Q2 2020 was AllianceBernstein, an estimated $96.8M sold.
Based on aggregated 13F filings for Q2 2020.