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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
PMAM
276
Picton Mahoney Asset Management
Ontario, Canada
$87K
CMF
277
Counterpoint Mutual Funds
California
$84.7K -$7.13K -122 -8%
SWM
278
Spire Wealth Management
Virginia
$80.6K -$40.9K -700 -34%
SS
279
Sunbelt Securities
Texas
$71.4K +$69.9K +1,197 New
ASN
280
Advisory Services Network
Georgia
$65.2K +$57.5K +985 +1,026%
FMB
281
Field & Main Bank
Kentucky
$60.3K +$58.4K +1,000 New
ST
282
Smithfield Trust
Pennsylvania
$56K +$54.6K +934 New
National Bank of Canada
283
National Bank of Canada
Quebec, Canada
$48.3K -$351 -6 -0.7%
Twin Tree Management
284
Twin Tree Management
Texas
$43.7K +$42.3K +724 New
HFM
285
Harvest Fund Management
China
$41K
AAG
286
Armstrong Advisory Group
Massachusetts
$39.3K
ST
287
Sageworth Trust
Pennsylvania
$37.5K +$36.3K +622 New
IRC
288
Investors Research Corp
Georgia
$37.2K
Lazard Asset Management
289
Lazard Asset Management
New York
$32K +$31.8K +544 New
IRAG
290
Investment Research & Advisory Group
Georgia
$30.2K
GWS
291
Glassman Wealth Services
Virginia
$27.8K -$11.7K -200 -30%
Fifth Third Bancorp
292
Fifth Third Bancorp
Ohio
$27.8K +$15.2K +260 +130%
S
293
SignatureFD
Georgia
$27.6K +$5.84K +100 +28%
AF
294
Allworth Financial
California
$25.2K +$3.39K +58 +16%
SPIA
295
Steward Partners Investment Advisory
New York
$23.9K
TCM
296
TD Capital Management
Tennessee
$20.5K
WTA
297
Washington Trust Advisors
Massachusetts
$19.7K
LF
298
Lee Financial
Texas
$19.3K
LC
299
Lindbrook Capital
California
$15.4K -$759 -13 -5%
TPCW
300
TD Private Client Wealth
New York
$15K -$5.32K -91 -27%

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.