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Performance Food Group

402 hedge funds and large institutions have $11.7B invested in Performance Food Group in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 142 increasing their positions, 172 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $6.25M

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

18% more capital invested

Capital invested by funds: $9.89B → $11.7B (+$1.8B)

0.39% less ownership

Funds ownership: 96.13%95.74% (-0.39%)

8% less funds holding

Funds holding: 436402 (-34)

17% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 172

48% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 65

Holders
402
Holders Change
-34
Holders Change %
-7.8%
% of All Funds
5.77%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
34
Increased
142
Reduced
172
Closed
65
Calls
$10.8M
Puts
$6.25M
Net Calls
+$4.55M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
251
Wealth Enhancement Advisory Services
Minnesota
$448K -$18.2K -260 -4%
CIS
252
Custom Index Systems
New York
$433K -$19.5K -278 -5%
RFC
253
Regions Financial Corp
Alabama
$429K -$18.5K -264 -5%
NC
254
nVerses Capital
Florida
$408K -$98.1K -1,400 -21%
BCM
255
BTC Capital Management
Iowa
$394K +$12.3K +175 +4%
MML Investors Services
256
MML Investors Services
Massachusetts
$394K -$158K -2,254 -31%
SG Americas Securities
257
SG Americas Securities
New York
$390K -$2.04M -29,155 -85%
SDIC
258
South Dakota Investment Council
South Dakota
$384K +$343K +4,900 New
QCM
259
QRG Capital Management
Illinois
$382K +$44.6K +636 +15%
CRC
260
Curi RMB Capital
Illinois
$375K +$335K +4,785 New
GT
261
Glenmede Trust
Pennsylvania
$372K +$42K +599 +14%
HAG
262
HighPoint Advisor Group
Illinois
$365K +$2.87K +41 +0.9%
TRCT
263
Tower Research Capital (TRC)
New York
$360K -$1.38M -19,752 -81%
PAS
264
Point72 Asia (Singapore)
Singapore
$357K +$151K +2,149 +89%
CIBC Asset Management
265
CIBC Asset Management
Ontario, Canada
$354K +$9.74K +139 +3%
AC
266
Aristeia Capital
Connecticut
$348K +$312K +4,446 New
BHCM
267
Brevan Howard Capital Management
Jersey
$339K -$1.24M -17,732 -80%
A
268
AlphaQuest
New York
$339K -$945K -13,493 -76%
SIA
269
Schechter Investment Advisors
Michigan
$338K +$6.31K +90 +2%
FTDI
270
First Trust Direct Indexing
Massachusetts
$333K +$45.5K +649 +18%
CCM
271
Coldstream Capital Management
Washington
$329K +$9.95K +142 +4%
KBC Group
272
KBC Group
Belgium
$322K +$48.7K +695 +20%
OIA
273
OneDigital Investment Advisors
Kansas
$321K +$3.36K +48 +1%
PAM
274
Panagora Asset Management
Massachusetts
$321K -$1.05K -15 -0.4%
RJFSA
275
Raymond James Financial Services Advisors
Florida
$312K +$13.2K +189 +5%

PFGC Hedge Fund Activity: Q3 2024 in Review

402 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q3 2024, worth a combined $11.7B — up 18% from $9.89B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of PFGC and 34 opened new positions — a net loss of 31 holders — while 172 trimmed existing stakes and 142 added.

The largest buyer was Fidelity Investments, adding an estimated $194M. The largest seller was Invesco, cutting an estimated $137M.

  • 402 institutional investors held Performance Food Group (PFGC) as of Q3 2024, down from 436 in Q2 2024.
  • Funds reported $11.7B of Performance Food Group stock for Q3 2024, up 18% quarter-over-quarter.
  • 34 funds opened new Performance Food Group positions in Q3 2024 and 65 closed out, a net change of -31 holders.
  • The largest Performance Food Group buyer in Q3 2024 was Fidelity Investments, an estimated $194M added.
  • The largest Performance Food Group seller in Q3 2024 was Invesco, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2024.