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Performance Food Group

344 hedge funds and large institutions have $9.31B invested in Performance Food Group in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 123 increasing their positions, 135 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $3.25M

7% more capital invested

Capital invested by funds: $8.68B → $9.31B (+$622M)

2.17% more ownership

Funds ownership: 96.56%98.73% (+2.2%)

9% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 135

5% less funds holding

Funds holding: 362344 (-18)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

22% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 55

Holders
344
Holders Change
-18
Holders Change %
-4.97%
% of All Funds
5.48%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
43
Increased
123
Reduced
135
Closed
55
Calls
$11.8M
Puts
$3.25M
Net Calls
+$8.51M
Net Calls Change
+$2.62M
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
226
Benjamin Edwards Inc
Missouri
$432K +$93.2K +1,596 +29%
SC
227
Steph & Co
Wisconsin
$418K
LFAS
228
Level Four Advisory Services
Texas
$395K -$333K -5,703 -47%
RFC
229
Regions Financial Corp
Alabama
$391K -$5.08K -87 -1%
CC
230
Corton Capital
Ontario, Canada
$378K -$279K -4,775 -43%
KI
231
Kapitalo Investimentos
Brazil
$375K +$363K +6,218 New
IWC
232
Integrated Wealth Concepts
Massachusetts
$366K +$117 +2 +0%
EI
233
Ethic Inc
New York
$362K +$350K +5,997 New
SOW
234
State of Wyoming
Wyoming
$361K +$47.6K +814 +16%
TI
235
Tidal Investments
Wisconsin
$358K +$20.7K +354 +6%
BCM
236
BTC Capital Management
Iowa
$357K -$57.9K -991 -14%
Verition Fund Management
237
Verition Fund Management
Connecticut
$346K +$334K +5,726 New
DU
238
Delphia (USA)
Ontario, Canada
$336K -$292K -4,999 -47%
PA
239
Profund Advisors
Maryland
$332K -$43.8K -749 -12%
MML Investors Services
240
MML Investors Services
Massachusetts
$327K +$4.85K +83 +2%
Mackenzie Financial
241
Mackenzie Financial
Ontario, Canada
$317K +$307K +5,250 New
PFS
242
Prospera Financial Services
Texas
$304K -$2.69K -46 -0.9%
BCM
243
BlueCrest Capital Management
Jersey
$302K +$292K +5,000 New
SAM
244
Shell Asset Management
Netherlands
$299K -$993 -17 -0.3%
SWP
245
Stratos Wealth Partners
Ohio
$290K +$280K +4,800 New
AWM
246
AE Wealth Management
Kansas
$279K -$315K -5,395 -54%
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$274K -$441K -7,553 -62%
SIA
248
Schechter Investment Advisors
Michigan
$268K +$6.95K +119 +3%
OSAM
249
O'Shaughnessy Asset Management
Connecticut
$264K -$91.7K -1,570 -26%
YMRC
250
Yorktown Management & Research Company
Virginia
$259K

PFGC Hedge Fund Activity: Q1 2023 in Review

344 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q1 2023, worth a combined $9.31B — up 7.2% from $8.68B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of PFGC and 43 opened new positions — a net loss of 12 holders — while 135 trimmed existing stakes and 123 added.

The largest buyer was Capital World Investors, adding an estimated $495M. The largest seller was Massachusetts Financial Services, cutting an estimated $96.3M.

  • 344 institutional investors held Performance Food Group (PFGC) as of Q1 2023, down from 362 in Q4 2022.
  • Funds reported $9.31B of Performance Food Group stock for Q1 2023, up 7.2% quarter-over-quarter.
  • 43 funds opened new Performance Food Group positions in Q1 2023 and 55 closed out, a net change of -12 holders.
  • The largest Performance Food Group buyer in Q1 2023 was Capital World Investors, an estimated $495M added.
  • The largest Performance Food Group seller in Q1 2023 was Massachusetts Financial Services, an estimated $96.3M sold.

Based on aggregated 13F filings for Q1 2023.