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US Foods

313 hedge funds and large institutions have $7.93B invested in US Foods in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 111 increasing their positions, 103 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

656% more call options, than puts

Call options by funds: $165M | Put options by funds: $21.9M

16% more capital invested

Capital invested by funds: $6.85B → $7.93B (+$1.08B)

8% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 103

0.92% more ownership

Funds ownership: 93.13%94.06% (+0.92%)

1% less funds holding

Funds holding: 316313 (-3)

2% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 52

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
313
Holders Change
-3
Holders Change %
-0.95%
% of All Funds
5.5%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.12%
New
51
Increased
111
Reduced
103
Closed
52
Calls
$165M
Puts
$21.9M
Net Calls
+$143M
Net Calls Change
+$132M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$694M +$11.1M +307,402 +2%
Invesco
2
Invesco
Georgia
$647M -$116M -3,209,258 -16%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$618M -$167M -4,623,496 -22%
LP
4
Longview Partners
Guernsey
$479M -$110M -3,041,982 -19%
BlackRock
5
BlackRock
New York
$368M +$16.2M +448,907 +5%
JP Morgan Chase
6
JP Morgan Chase
New York
$364M +$78.1M +2,160,444 +29%
LGP
7
Leonard Green & Partners
California
$267M -$145M -4,000,000 -36%
MCM
8
Melvin Capital Management
New York
$261M +$248M +6,850,000 New
Wellington Management Group
9
Wellington Management Group
Massachusetts
$246M +$21M +581,612 +10%
Bessemer Group
10
Bessemer Group
New Jersey
$201M +$62.3M +1,723,706 +49%
SHCM
11
Sachem Head Capital Management
New York
$184M -$6.33M -175,000 -4%
FAM
12
Fred Alger Management
New York
$181M +$34.6M +957,875 +25%
Boston Partners
13
Boston Partners
Massachusetts
$181M +$90.6M +2,507,260 +112%
CI Investments Inc
14
CI Investments Inc
Ontario, Canada
$179M +$52.4M +1,448,716 +45%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$179M -$48.2M -1,334,213 -22%
CCP
16
Clarkston Capital Partners
Michigan
$144M +$2.82M +78,125 +2%
State Street
17
State Street
Massachusetts
$108M +$962K +26,607 +1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$105M +$2.42M +66,931 +2%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$104M +$3.92M +108,462 +4%
Norges Bank
20
Norges Bank
Norway
$96M -$2.44M -67,576 -3%
UBS Group
21
UBS Group
Switzerland
$90.9M +$45.5M +1,259,591 +112%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$63.9M +$1.04M +28,758 +2%
State of Wisconsin Investment Board
23
State of Wisconsin Investment Board
Wisconsin
$63M -$590K -16,317 -1%
DCM
24
Dorsal Capital Management
California
$61M +$57.8M +1,600,000 New
Point72 Asset Management
25
Point72 Asset Management
Connecticut
$60M +$56.4M +1,561,008 +13,229%

USFD Hedge Fund Activity: Q1 2021 in Review

313 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in US Foods (USFD) for Q1 2021, worth a combined $7.93B — up 16% from $6.85B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of USFD and 51 opened new positions — a net loss of 1 holder — while 103 trimmed existing stakes and 111 added.

The largest buyer was Melvin Capital Management, opening a new position worth an estimated $248M. The largest seller was Fidelity Investments, cutting an estimated $167M.

  • 313 institutional investors held US Foods (USFD) as of Q1 2021, down from 316 in Q4 2020.
  • Funds reported $7.93B of US Foods stock for Q1 2021, up 16% quarter-over-quarter.
  • 51 funds opened new US Foods positions in Q1 2021 and 52 closed out, a net change of -1 holder.
  • The largest US Foods buyer in Q1 2021 was Melvin Capital Management, an estimated $248M added.
  • The largest US Foods seller in Q1 2021 was Fidelity Investments, an estimated $167M sold.

Based on aggregated 13F filings for Q1 2021.