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Performance Food Group

423 hedge funds and large institutions have $11.1B invested in Performance Food Group in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 128 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 38

44% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $10.8M

11% more funds holding

Funds holding: 381423 (+42)

4% more capital invested

Capital invested by funds: $10.6B → $11.1B (+$423M)

3.61% less ownership

Funds ownership: 98.94%95.33% (-3.6%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

18% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 156

Holders
423
Holders Change
+42
Holders Change %
+11.02%
% of All Funds
6.09%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
82
Increased
128
Reduced
156
Closed
38
Calls
$15.6M
Puts
$10.8M
Net Calls
+$4.81M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
276
Capula Management
Cayman Islands
$438K +$432K +5,865 New
Wealth Enhancement Advisory Services
277
Wealth Enhancement Advisory Services
Minnesota
$437K -$43.9K -596 -9%
RFC
278
Regions Financial Corp
Alabama
$431K -$21.7K -295 -5%
Creative Planning
279
Creative Planning
Kansas
$425K -$883 -12 -0.2%
YMRC
280
Yorktown Management & Research Company
Virginia
$420K
RJFSA
281
Raymond James Financial Services Advisors
Florida
$418K -$5.89K -80 -1%
ET
282
Entropy Technologies
New York
$413K +$407K +5,527 New
LAM
283
LECAP Asset Management
United Kingdom
$408K +$403K +5,469 New
Allspring Global Investments
284
Allspring Global Investments
North Carolina
$396K +$43K +584 +12%
Pathstone Holdings
285
Pathstone Holdings
New Jersey
$388K +$9.71K +132 +3%
BCM
286
BTC Capital Management
Iowa
$378K +$373K +5,062 New
US Bancorp
287
US Bancorp
Minnesota
$362K +$3.75K +51 +1%
VF
288
Virtu Financial
New York
$354K +$350K +4,749 New
A
289
AlphaQuest
New York
$354K +$349K +4,737 New
VA
290
Verdad Advisers
Massachusetts
$353K +$348K +4,727 New
IWC
291
Integrated Wealth Concepts
Massachusetts
$351K -$45.3K -616 -12%
OTPPB
292
Ontario Teachers' Pension Plan Board
Ontario, Canada
$346K +$342K +4,641 New
PA
293
Profund Advisors
Maryland
$336K +$13.7K +186 +4%
MC
294
Maverick Capital
Texas
$333K +$328K +4,456 New
SIA
295
Schechter Investment Advisors
Michigan
$324K -$13K -177 -4%
QCM
296
QRG Capital Management
Illinois
$317K +$17.1K +233 +6%
Janney Montgomery Scott
297
Janney Montgomery Scott
Pennsylvania
$314K -$1.32K -18 -0.4%
CIBC Asset Management
298
CIBC Asset Management
Ontario, Canada
$313K
CCM
299
Coldstream Capital Management
Washington
$312K -$15.5K -211 -5%
TPI
300
Trust Point Inc
Wisconsin
$312K +$308K +4,182 New

PFGC Hedge Fund Activity: Q1 2024 in Review

423 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q1 2024, worth a combined $11.1B — up 4% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new PFGC positions and 38 closed out — a net gain of 44 holders — while 128 added to existing stakes and 156 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $69.2M. The largest seller was Morgan Stanley, cutting an estimated $209M.

  • 423 institutional investors held Performance Food Group (PFGC) as of Q1 2024, up from 381 in Q4 2023.
  • Funds reported $11.1B of Performance Food Group stock for Q1 2024, up 4% quarter-over-quarter.
  • 82 funds opened new Performance Food Group positions in Q1 2024 and 38 closed out, a net change of +44 holders.
  • The largest Performance Food Group buyer in Q1 2024 was Citadel Advisors, an estimated $69.2M added.
  • The largest Performance Food Group seller in Q1 2024 was Morgan Stanley, an estimated $209M sold.

Based on aggregated 13F filings for Q1 2024.