Performance Food Group
PFGC
247 hedge funds and large institutions have $6.26B invested in Performance Food Group in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 80 increasing their positions, 91 reducing their positions, and 37 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
40% more capital invested
Capital invested by funds: $4.47B → $6.26B (+$1.79B)
35% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 37
4% more funds holding
Funds holding: 237 → 247 (+10)
0.14% more ownership
Funds ownership: 98.38% → 98.52% (+0.14%)
12% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 91
79% less call options, than puts
Call options by funds: $9.18M | Put options by funds: $44M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$166M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$69.3M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$46.5M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$36.7M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$28.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$175M |
| 2 |
Millennium Management
New York
|
-$34.8M |
| 3 |
EIP
Epoch Investment Partners
New York
|
-$27.8M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$24.3M |
| 5 |
Jennison Associates
New York
|
-$22.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
276
Parallel Advisors
San Francisco,
California
| – | -$8K | -241 | Closed |
|
|
NNP
277
Nachman Norwood & Parrott
Greenville,
South Carolina
| – | -$8K | -230 | Closed |
|
278
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3K | -83 | Closed |
|
|
MAM
279
Meeder Asset Management
Dublin,
Ohio
| – | -$3.12K | -74 | -89% |
|
|
GT
280
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$1K | -47 | Closed |
|
|
CA
281
Crewe Advisors
Salt Lake City,
Utah
| – | -$1K | -17 | Closed |
|
|
VFA
282
Valeo Financial Advisors
Carmel,
Indiana
| – | +$84 | +2 | New |
|
PFGC Hedge Fund Activity: Q4 2020 in Review
247 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q4 2020, worth a combined $6.26B — up 40% from $4.47B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new PFGC positions and 37 closed out — a net gain of 13 holders — while 80 added to existing stakes and 91 trimmed.
The largest buyer was Macquarie Group, adding an estimated $166M. The largest seller was Fidelity Investments, cutting an estimated $175M.
- 247 institutional investors held Performance Food Group (PFGC) as of Q4 2020, up from 237 in Q3 2020.
- Funds reported $6.26B of Performance Food Group stock for Q4 2020, up 40% quarter-over-quarter.
- 50 funds opened new Performance Food Group positions in Q4 2020 and 37 closed out, a net change of +13 holders.
- The largest Performance Food Group buyer in Q4 2020 was Macquarie Group, an estimated $166M added.
- The largest Performance Food Group seller in Q4 2020 was Fidelity Investments, an estimated $175M sold.
Based on aggregated 13F filings for Q4 2020.