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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
ACA
251
Atlas Capital Advisors
Wyoming
$258K +$80.9K +1,385 +48%
CIBC Asset Management
252
CIBC Asset Management
Ontario, Canada
$253K +$7.24K +124 +3%
Creative Planning
253
Creative Planning
Kansas
$245K +$14.8K +254 +7%
Susquehanna International Group
254
Susquehanna International Group
Pennsylvania
$238K -$837K -14,333 -78%
CSS
255
Cubist Systematic Strategies
Connecticut
$235K -$3.73M -63,784 -94%
CM
256
Capula Management
Cayman Islands
$234K -$238K -4,069 -51%
HCMG
257
Howard Capital Management Group
California
$219K
Rockefeller Capital Management
258
Rockefeller Capital Management
New York
$212K -$292 -5 -0.1%
AWM
259
Alterna Wealth Management
Texas
$209K +$203K +3,468 New
VF
260
Virtu Financial
New York
$209K +$203K +3,470 New
LFP
261
Leeward Financial Partners
Washington
$203K +$196K +3,363 New
CB
262
Commerce Bank
Missouri
$201K -$915K -15,665 -82%
VCA
263
Verdence Capital Advisors
Maryland
$201K -$13.6K -233 -7%
TRCT
264
Tower Research Capital (TRC)
New York
$187K -$97.8K -1,675 -35%
US Bancorp
265
US Bancorp
Minnesota
$181K -$33.1K -567 -16%
AAM
266
Advisors Asset Management
Colorado
$159K +$34.2K +585 +28%
BAM
267
Belpointe Asset Management
Nevada
$140K -$478K -8,191 -78%
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$138K +$5.26K +90 +4%
UFF
269
USA Financial Formulas
Michigan
$132K +$128K +2,190 New
AssetMark Inc
270
AssetMark Inc
California
$132K -$61.6K -1,054 -33%
AP
271
Arlington Partners
Alabama
$119K
Nomura Asset Management
272
Nomura Asset Management
Japan
$108K -$18.1K -310 -15%
SFM
273
Systematic Financial Management
New Jersey
$105K +$102K +1,743 New
Nisa Investment Advisors
274
Nisa Investment Advisors
Missouri
$96K +$8.76K +150 +10%
QCG
275
Quadrant Capital Group
Ohio
$91.8K -$17.4K -298 -16%

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.