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Performance Food Group
PFGC

Overview Fund Activity

358 hedge funds and large institutions have $9.19B invested in Performance Food Group in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 123 increasing their positions, 136 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+14
Holders Change %
+4.07%
% of All Funds
5.65%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
54
Increased
123
Reduced
136
Closed
38
Calls
$4.5M
Puts
$301K
Net Calls
+$4.2M
Net Calls Change
-$4.32M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.28B
2
Holocene Advisors
Holocene Advisors
New York
$119M
3
CAM
Close Asset Management
United Kingdom
$56.2M
4
Citadel Advisors
Citadel Advisors
Florida
$218M
5
VNIM
Vaughan Nelson Investment Management
Texas
$83.5M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$183M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$744M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$502M
4
Invesco
Invesco
Georgia
$206M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
276
US Bancorp
Minnesota
$178K -$2.11K -35 -1%
AssetMark Inc
277
AssetMark Inc
California
$155K +$23.4K +389 +18%
HMCP
278
Hook Mill Capital Partners
New York
$142K +$142K +2,356 New
CMF
279
Counterpoint Mutual Funds
California
$136K +$51.7K +858 +61%
Carson Wealth (CWM LLC)
280
Carson Wealth (CWM LLC)
Nebraska
$124K -$13.9K -231 -10%
AP
281
Arlington Partners
Alabama
$119K – – –
Nomura Asset Management
282
Nomura Asset Management
Japan
$108K – – –
C
283
Covestor
United Kingdom
$102K +$90K +1,493 +747%
Nisa Investment Advisors
284
Nisa Investment Advisors
Missouri
$95.6K – – –
QCG
285
Quadrant Capital Group
Ohio
$88.9K -$2.77K -46 -3%
UFF
286
USA Financial Formulas
Michigan
$85.5K -$46.4K -770 -35%
SS
287
Sunbelt Securities
Texas
$82.4K +$10.3K +171 +14%
SWM
288
Spire Wealth Management
Virginia
$80.5K – – –
PMAM
289
Picton Mahoney Asset Management
Ontario, Canada
$79K -$7.24K -120 -8%
SOW
290
State of Wyoming
Wyoming
$69.3K -$291K -4,835 -81%
CFGS
291
Concourse Financial Group Securities
Alabama
$64K +$55.9K +928 +693%
FMB
292
Field & Main Bank
Kentucky
$60.2K – – –
ST
293
Smithfield Trust
Pennsylvania
$60K +$4.24K +71 +8%
PI
294
PEAK6 Investments
Illinois
$54.6K +$54.6K +906 New
ACA
295
Atlas Capital Advisors
Wyoming
$50.1K -$208K -3,446 -81%
National Bank of Canada
296
National Bank of Canada
Quebec, Canada
$48.1K -$120 -2 -0.2%
HT
297
Headlands Technologies
Illinois
$43K +$43K +713 New
AAG
298
Armstrong Advisory Group
Massachusetts
$39.2K – – –
IRC
299
Investors Research Corp
Georgia
$37.1K – – –
Lazard Asset Management
300
Lazard Asset Management
New York
$33K +$537 +9 +2%
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12
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