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Performance Food Group
PFGC

Overview Fund Activity

358 hedge funds and large institutions have $9.19B invested in Performance Food Group in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 123 increasing their positions, 136 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+14
Holders Change %
+4.07%
% of All Funds
5.65%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
54
Increased
123
Reduced
136
Closed
38
Calls
$4.5M
Puts
$301K
Net Calls
+$4.2M
Net Calls Change
-$4.32M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.28B
2
Holocene Advisors
Holocene Advisors
New York
$119M
3
CAM
Close Asset Management
United Kingdom
$56.2M
4
Citadel Advisors
Citadel Advisors
Florida
$218M
5
VNIM
Vaughan Nelson Investment Management
Texas
$83.5M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$183M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$744M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$502M
4
Invesco
Invesco
Georgia
$206M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
226
First Hawaiian Bank
Hawaii
$548K -$134K -2,226 -20%
E
227
Ergoteles
New York
$546K +$546K +9,063 New
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$539K +$29.1K +483 +6%
SSWM
229
Sheets Smith Wealth Management
North Carolina
$524K +$82.7K +1,373 +19%
PGFC
230
Peapack-Gladstone Financial Corp
New Jersey
$518K – – –
CAPTRUST Financial Advisors
231
CAPTRUST Financial Advisors
North Carolina
$500K +$23.6K +391 +5%
URS
232
Utah Retirement Systems
Utah
$494K – – –
GC
233
Globeflex Capital
California
$488K -$20.9K -347 -4%
Mackenzie Financial
234
Mackenzie Financial
Ontario, Canada
$472K +$152K +2,500 +48%
SCM
235
Shelton Capital Management
Colorado
$464K -$12.2K -203 -3%
AG
236
AIA Group
Hong Kong
$460K +$460K +7,629 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
237
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$451K -$1.31M -21,707 -74%
Mercer Global Advisors
238
Mercer Global Advisors
Colorado
$443K +$443K +7,355 New
MML Investors Services
239
MML Investors Services
Massachusetts
$438K +$111K +1,851 +34%
SC
240
Steph & Co
Wisconsin
$435K +$17.8K +295 +4%
BS
241
Banco Santander
Spain
$407K +$407K +6,761 New
Los Angeles Capital Management
242
Los Angeles Capital Management
California
$400K -$182K -3,028 -31%
EGM
243
Engineers Gate Manager
New York
$397K +$397K +6,590 New
DC
244
Davenport & Co
Virginia
$396K -$48.2K -800 -11%
BC
245
Bridgefront Capital
Texas
$396K +$396K +6,578 New
RFC
246
Regions Financial Corp
Alabama
$392K +$1.57K +26 +0.4%
IWC
247
Integrated Wealth Concepts
Massachusetts
$366K +$120 +2 +0%
KI
248
Kapitalo Investimentos
Brazil
$359K -$15.4K -256 -4%
BCM
249
BTC Capital Management
Iowa
$359K -$181 -3 -0.1%
ASN
250
Advisory Services Network
Georgia
$356K +$291K +4,833 +447%
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