We are live on ! Find out more
USFD icon

US Foods

396 hedge funds and large institutions have $10.8B invested in US Foods in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 146 increasing their positions, 109 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 33

34% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 109

23% more capital invested

Capital invested by funds: $8.78B → $10.8B (+$1.98B)

18% more call options, than puts

Call options by funds: $192M | Put options by funds: $163M

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

12% more funds holding

Funds holding: 355396 (+41)

0.85% less ownership

Funds ownership: 105.29%104.44% (-0.85%)

Holders
396
Holders Change
+41
Holders Change %
+11.55%
% of All Funds
6.22%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
77
Increased
146
Reduced
109
Closed
33
Calls
$192M
Puts
$163M
Net Calls
+$28.6M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.02B -$54.7M -1,379,410 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$986M +$83.2M +2,095,411 +10%
BlackRock
3
BlackRock
New York
$858M +$58.9M +1,484,983 +8%
SHCM
4
Sachem Head Capital Management
New York
$833M
Boston Partners
5
Boston Partners
Massachusetts
$794M +$96.6M +2,435,092 +16%
Invesco
6
Invesco
Georgia
$526M -$4.15M -104,653 -0.9%
LP
7
Longview Partners
Guernsey
$364M -$8.05M -202,900 -2%
CCP
8
Clarkston Capital Partners
Michigan
$357M +$2.13M +53,556 +0.7%
JP Morgan Chase
9
JP Morgan Chase
New York
$282M -$3.79M -95,385 -1%
State Street
10
State Street
Massachusetts
$270M +$15.1M +380,446 +7%
CI Investments Inc
11
CI Investments Inc
Ontario, Canada
$268M -$9.69M -244,152 -4%
Bessemer Group
12
Bessemer Group
New Jersey
$210M -$27.4M -689,921 -13%
DCM
13
Dorsal Capital Management
California
$200M +$6.03M +152,000 +3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$176M +$1.82M +45,872 +1%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$174M +$43.9M +1,105,937 +39%
ACP
16
Atalan Capital Partners
New York
$162M
Geode Capital Management
17
Geode Capital Management
Massachusetts
$145M +$17.5M +439,924 +15%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$118M -$2.14M -53,937 -2%
GCM
19
Glenview Capital Management
New York
$112M -$41.2M -1,038,459 -29%
Norges Bank
20
Norges Bank
Norway
$108M +$10.9M +275,501 +13%
Ameriprise
21
Ameriprise
Minnesota
$108M -$12.3M -309,727 -11%
SAM
22
Silvercrest Asset Management
New York
$93.4M +$37.6M +948,656 +81%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$92.9M +$8.67M +218,500 +12%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$79.6M +$13.8M +347,013 +24%
N
25
Nuveen
North Carolina
$79.2M -$2.59M -65,317 -4%

USFD Hedge Fund Activity: Q2 2023 in Review

396 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in US Foods (USFD) for Q2 2023, worth a combined $10.8B — up 23% from $8.78B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new USFD positions and 33 closed out — a net gain of 44 holders — while 146 added to existing stakes and 109 trimmed.

The largest buyer was Boston Partners, adding an estimated $96.6M. The largest seller was Fidelity Investments, cutting an estimated $54.7M.

  • 396 institutional investors held US Foods (USFD) as of Q2 2023, up from 355 in Q1 2023.
  • Funds reported $10.8B of US Foods stock for Q2 2023, up 23% quarter-over-quarter.
  • 77 funds opened new US Foods positions in Q2 2023 and 33 closed out, a net change of +44 holders.
  • The largest US Foods buyer in Q2 2023 was Boston Partners, an estimated $96.6M added.
  • The largest US Foods seller in Q2 2023 was Fidelity Investments, an estimated $54.7M sold.

Based on aggregated 13F filings for Q2 2023.