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Performance Food Group

411 hedge funds and large institutions have $13B invested in Performance Food Group in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 140 increasing their positions, 159 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more call options, than puts

Call options by funds: $55.5M | Put options by funds: $15.4M

37% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 38

11% more capital invested

Capital invested by funds: $11.7B → $13B (+$1.26B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2.61% more ownership

Funds ownership: 95.74%98.35% (+2.6%)

2% more funds holding

Funds holding: 402411 (+9)

12% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 159

Holders
411
Holders Change
+9
Holders Change %
+2.24%
% of All Funds
5.41%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
52
Increased
140
Reduced
159
Closed
38
Calls
$55.5M
Puts
$15.4M
Net Calls
+$40.2M
Net Calls Change
+$35.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
276
Profund Advisors
Maryland
$301K -$32.5K -385 -10%
Rafferty Asset Management
277
Rafferty Asset Management
New York
$301K -$2.87K -34 -0.9%
Capital Research Global Investors
278
Capital Research Global Investors
California
$296K
ECM
279
Evergreen Capital Management
Washington
$290K +$289K +3,424 New
KPWS
280
Kestra Private Wealth Services
Texas
$289K +$6.08K +72 +2%
SA
281
Sanctuary Advisors
Indiana
$288K +$338 +4 +0.1%
FFM
282
Forum Financial Management
Illinois
$273K
PCM
283
Polymer Capital Management
New York
$267K +$267K +3,163 New
FTUS
284
Flow Traders U.S.
New York
$264K +$264K +3,126 New
VFA
285
Valeo Financial Advisors
Indiana
$258K +$338 +4 +0.1%
FWA
286
Flagship Wealth Advisors
Massachusetts
$254K +$253K +3,000 New
Stifel Financial
287
Stifel Financial
Missouri
$248K +$11K +130 +5%
HCMT
288
Highland Capital Management (Tennessee)
Tennessee
$246K +$15.4K +183 +7%
Cambridge Investment Research Advisors
289
Cambridge Investment Research Advisors
Iowa
$230K -$2.53K -30 -1%
Commonwealth Equity Services
290
Commonwealth Equity Services
Massachusetts
$230K +$229K +2,715 New
Osaic Holdings
291
Osaic Holdings
Arizona
$221K -$93.9K -1,113 -30%
HSBC Holdings
292
HSBC Holdings
United Kingdom
$220K -$402K -4,768 -65%
AWM
293
Apollon Wealth Management
South Carolina
$220K -$16.2K -192 -7%
SWP
294
Sagespring Wealth Partners
Tennessee
$210K +$210K +2,484 New
QCG
295
Quadrant Capital Group
Ohio
$205K +$3.88K +46 +2%
IIM
296
Intact Investment Management
Quebec, Canada
$203K +$59.1K +700 +41%
HFM
297
Harvest Fund Management
China
$194K
PCM
298
Palouse Capital Management
Washington
$192K
Carson Wealth (CWM LLC)
299
Carson Wealth (CWM LLC)
Nebraska
$182K -$6.41K -76 -3%
HT
300
Headlands Technologies
Illinois
$177K -$89.9K -1,066 -34%

PFGC Hedge Fund Activity: Q4 2024 in Review

411 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q4 2024, worth a combined $13B — up 11% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PFGC positions and 38 closed out — a net gain of 14 holders — while 140 added to existing stakes and 159 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $200M. The largest seller was Morgan Stanley, cutting an estimated $112M.

  • 411 institutional investors held Performance Food Group (PFGC) as of Q4 2024, up from 402 in Q3 2024.
  • Funds reported $13B of Performance Food Group stock for Q4 2024, up 11% quarter-over-quarter.
  • 52 funds opened new Performance Food Group positions in Q4 2024 and 38 closed out, a net change of +14 holders.
  • The largest Performance Food Group buyer in Q4 2024 was Victory Capital Management, an estimated $200M added.
  • The largest Performance Food Group seller in Q4 2024 was Morgan Stanley, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2024.