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Performance Food Group

411 hedge funds and large institutions have $13B invested in Performance Food Group in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 140 increasing their positions, 159 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more call options, than puts

Call options by funds: $55.5M | Put options by funds: $15.4M

37% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 38

11% more capital invested

Capital invested by funds: $11.7B → $13B (+$1.26B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2.61% more ownership

Funds ownership: 95.74%98.35% (+2.6%)

2% more funds holding

Funds holding: 402411 (+9)

12% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 159

Holders
411
Holders Change
+9
Holders Change %
+2.24%
% of All Funds
5.41%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
52
Increased
140
Reduced
159
Closed
38
Calls
$55.5M
Puts
$15.4M
Net Calls
+$40.2M
Net Calls Change
+$35.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NAS
226
Nicolet Advisory Services
Wisconsin
$676K
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$669K +$83.7K +992 +14%
CL
228
Choreo LLC
Illinois
$669K -$113K -1,345 -14%
UOTTAIMCU
229
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$668K +$666K +7,896 New
YMRC
230
Yorktown Management & Research Company
Virginia
$666K
GSC
231
Ground Swell Capital
South Carolina
$659K +$658K +7,799 New
Envestnet Portfolio Solutions
232
Envestnet Portfolio Solutions
Illinois
$627K -$25.3K -300 -4%
PGFC
233
Peapack-Gladstone Financial Corp
New Jersey
$623K
AAS
234
Avantax Advisory Services
Texas
$620K +$5.99K +71 +1%
ProShare Advisors
235
ProShare Advisors
Maryland
$616K +$41.9K +496 +7%
GC
236
Globeflex Capital
California
$561K
BPC
237
Bryce Point Capital
New York
$554K +$553K +6,549 New
Wealth Enhancement Advisory Services
238
Wealth Enhancement Advisory Services
Minnesota
$520K +$36.4K +431 +8%
KBC Group
239
KBC Group
Belgium
$509K +$161K +1,911 +47%
Pathstone Holdings
240
Pathstone Holdings
New Jersey
$500K +$5.06K +60 +1%
FTWA
241
Fifth Third Wealth Advisors
Ohio
$498K -$5.57K -66 -1%
SCM
242
Shelton Capital Management
Colorado
$497K -$28.8K -341 -5%
CIS
243
Custom Index Systems
New York
$490K +$23K +272 +5%
GT
244
Glenmede Trust
Pennsylvania
$470K +$68.9K +817 +17%
RFC
245
Regions Financial Corp
Alabama
$453K -$9.11K -108 -2%
MML Investors Services
246
MML Investors Services
Massachusetts
$446K +$20.3K +241 +5%
DC
247
Davenport & Co
Virginia
$443K -$45.5K -539 -9%
Mitsubishi UFJ Trust & Banking
248
Mitsubishi UFJ Trust & Banking
Japan
$421K -$475K -5,626 -53%
KeyBank National Association
249
KeyBank National Association
Ohio
$419K -$120K -1,419 -22%
BCM
250
BTC Capital Management
Iowa
$415K -$10.5K -125 -2%

PFGC Hedge Fund Activity: Q4 2024 in Review

411 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q4 2024, worth a combined $13B — up 11% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PFGC positions and 38 closed out — a net gain of 14 holders — while 140 added to existing stakes and 159 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $200M. The largest seller was Morgan Stanley, cutting an estimated $112M.

  • 411 institutional investors held Performance Food Group (PFGC) as of Q4 2024, up from 402 in Q3 2024.
  • Funds reported $13B of Performance Food Group stock for Q4 2024, up 11% quarter-over-quarter.
  • 52 funds opened new Performance Food Group positions in Q4 2024 and 38 closed out, a net change of +14 holders.
  • The largest Performance Food Group buyer in Q4 2024 was Victory Capital Management, an estimated $200M added.
  • The largest Performance Food Group seller in Q4 2024 was Morgan Stanley, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2024.