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US Foods
USFD

393 hedge funds and large institutions have $9.79B invested in US Foods in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 152 increasing their positions, 128 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 128

13% more funds holding in top 10

Funds holding in top 10: 15 → 17 (+2)

3% more call options, than puts

Call options by funds: $135M | Put options by funds: $131M

0% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 50

1% less funds holding

Funds holding: 396 → 393 (-3)

4.64% less ownership

Funds ownership: 104.44% → 99.8% (-4.6%)

9% less capital invested

Capital invested by funds: $10.8B → $9.79B (-$966M)

Holders
393
Holders Change
-3
Holders Change %
-0.76%
% of All Funds
6.24%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.27%
New
50
Increased
152
Reduced
128
Closed
50
Calls
$135M
Puts
$131M
Net Calls
+$3.74M
Net Calls Change
-$24.8M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$126M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$77M
3
JAM
Jupiter Asset Management
United Kingdom
+$55.9M
4
DKCM
Davidson Kempner Capital Management
New York
+$52.8M
5
Citadel Advisors
Citadel Advisors
Florida
+$36.5M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$72.7M
2
Invesco
Invesco
Georgia
-$65.8M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$47.9M
4
JP Morgan Chase
JP Morgan Chase
New York
-$43.4M
5
Millennium Management
Millennium Management
New York
-$36.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$895M -$25.3M -610,832 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$892M +$2.54M +61,179 +0.3%
BlackRock
3
BlackRock
New York
$786M +$12.3M +295,817 +2%
SHCM
4
Sachem Head Capital Management
New York
$752M – – –
Boston Partners
5
Boston Partners
Massachusetts
$727M +$10.7M +257,503 +1%
Invesco
6
Invesco
Georgia
$411M -$65.8M -1,586,476 -13%
LP
7
Longview Partners
Guernsey
$321M -$8.13M -196,042 -2%
CCP
8
Clarkston Capital Partners
Michigan
$319M -$3.37M -81,243 -1%
State Street
9
State Street
Massachusetts
$250M +$6.55M +158,033 +3%
CI Investments Inc
10
CI Investments Inc
Ontario, Canada
$236M -$6.02M -145,159 -2%
JP Morgan Chase
11
JP Morgan Chase
New York
$212M -$43.4M -1,047,090 -16%
DCM
12
Dorsal Capital Management
California
$195M +$14.4M +348,000 +8%
Bessemer Group
13
Bessemer Group
New Jersey
$190M +$205K +4,936 +0.1%
Victory Capital Management
14
Victory Capital Management
Texas
$185M +$126M +3,045,213 +190%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$160M +$3.54M +85,340 +2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$158M -$1.28M -30,770 -0.8%
ACP
17
Atalan Capital Partners
New York
$150M +$4.13M +99,600 +3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$135M +$3.8M +91,603 +3%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$114M +$8.26M +199,269 +7%
Ameriprise
20
Ameriprise
Minnesota
$98.5M +$1.51M +36,543 +1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$93.3M +$9.9M +238,898 +11%
Norges Bank
22
Norges Bank
Norway
$92M -$5.24M -126,343 -5%
GCM
23
Glenview Capital Management
New York
$89.4M -$12.5M -301,631 -12%
SAM
24
Silvercrest Asset Management
New York
$81.5M -$2.88M -69,377 -3%
DKCM
25
Davidson Kempner Capital Management
New York
$79.4M +$52.8M +1,273,123 +175%
1
2 3 4 5

USFD Hedge Fund Activity: Q3 2023 in Review

393 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in US Foods (USFD) for Q3 2023, worth a combined $9.79B — down 9% from $10.8B a quarter earlier.

Fund positioning in USFD was balanced in Q3 2023: 50 funds opened new positions, 50 closed out, 152 added to existing stakes and 128 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $126M. The largest seller was Balyasny Asset Management, cutting an estimated $72.7M.

  • 393 institutional investors held US Foods (USFD) as of Q3 2023, down from 396 in Q2 2023.
  • Funds reported $9.79B of US Foods stock for Q3 2023, down 9% quarter-over-quarter.
  • 50 funds opened new US Foods positions in Q3 2023 and 50 closed out, a net change of 0 holders.
  • The largest US Foods buyer in Q3 2023 was Victory Capital Management, an estimated $126M added.
  • The largest US Foods seller in Q3 2023 was Balyasny Asset Management, an estimated $72.7M sold.

Based on aggregated 13F filings for Q3 2023.