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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
HCM
276
Hutchinson Capital Management
California
$311K
PA
277
Profund Advisors
Maryland
$310K -$5.89K -84 -2%
MYAM
278
Meiji Yasuda Asset Management
Japan
$301K -$5.96K -85 -2%
AFCM
279
Applied Finance Capital Management
Puerto Rico
$299K +$12.9K +184 +5%
US Bancorp
280
US Bancorp
Minnesota
$295K +$22.1K +316 +9%
TPI
281
Trust Point Inc
Wisconsin
$294K +$5.61K +80 +2%
AAM
282
Advisors Asset Management
Colorado
$292K -$420 -6 -0.2%
Osaic Holdings
283
Osaic Holdings
Arizona
$292K +$36.3K +518 +16%
MFWP
284
Mosaic Family Wealth Partners
Missouri
$291K
CTC
285
Cetera Trust Company
Minnesota
$290K +$5.61K +80 +2%
National Bank of Canada
286
National Bank of Canada
Quebec, Canada
$288K +$204K +2,910 +378%
HCMG
287
Howard Capital Management Group
California
$284K
GCM
288
Graham Capital Management
Connecticut
$283K +$13K +186 +5%
Rafferty Asset Management
289
Rafferty Asset Management
New York
$282K -$17.4K -249 -6%
SA
290
Sanctuary Advisors
Indiana
$277K -$25.8K -368 -10%
Capital Research Global Investors
291
Capital Research Global Investors
California
$274K
SOW
292
State of Wyoming
Wyoming
$272K +$75.3K +1,074 +45%
Los Angeles Capital Management
293
Los Angeles Capital Management
California
$264K
SI
294
Seeds Investor
New York
$263K +$236K +3,362 New
KPWS
295
Kestra Private Wealth Services
Texas
$263K -$2.59K -37 -1%
FFM
296
Forum Financial Management
Illinois
$253K +$70 +1 +0%
HT
297
Headlands Technologies
Illinois
$247K -$186K -2,655 -46%
VFA
298
Valeo Financial Advisors
Indiana
$239K -$1.26K -18 -0.6%
Mercer Global Advisors
299
Mercer Global Advisors
Colorado
$238K -$409K -5,841 -66%
Stifel Financial
300
Stifel Financial
Missouri
$220K -$2.97M -42,333 -94%

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.