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Performance Food Group
PFGC

Overview Fund Activity

332 hedge funds and large institutions have $7.11B invested in Performance Food Group in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 138 increasing their positions, 107 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+11
Holders Change %
+3.43%
% of All Funds
5.61%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
55
Increased
138
Reduced
107
Closed
38
Calls
$12.6M
Puts
$30.9M
Net Calls
-$18.3M
Net Calls Change
+$12.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$628M
2
Millennium Management
Millennium Management
New York
$123M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$652M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$90.9M
5
Citigroup
Citigroup
New York
$31.5M

Top Sellers

1
BlackRock
BlackRock
New York
$602M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$240M
3
William Blair Investment Management
William Blair Investment Management
Illinois
$223M
4
Northern Trust
Northern Trust
Illinois
$55.7M
5
State Street
State Street
Massachusetts
$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
301
Byrne Asset Management
New Jersey
$5K – – –
BIA
302
Bell Investment Advisors
California
$5K +$5K +118 New
EBA
303
Eagle Bay Advisors
New York
$4.92K +$4.92K +107 New
COCM
304
Charter Oak Capital Management
New Hampshire
$4K – – –
HWM
305
HighMark Wealth Management
Minnesota
$4K +$308 +7 +8%
JWA
306
JFS Wealth Advisors
Pennsylvania
$4K +$966 +21 +32%
TWP
307
TFO Wealth Partners
Ohio
$4K +$4K +82 New
LC
308
Lindbrook Capital
California
$3K -$2.9K -56 -49%
Jones Financial Companies
309
Jones Financial Companies
Missouri
$3K -$1.86K -36 -38%
BAM
310
Bellevue Asset Management
Washington
$3K +$422 +9 +16%
SC
311
Schubert & Co
Texas
$3K +$2.11K +50 +238%
BFEC
312
Benjamin F. Edwards & Company
Missouri
$3K +$3K +71 New
WT
313
Whittier Trust
California
$2K – – –
AAP
314
Arax Advisory Partners
Colorado
$2K – – –
TWA
315
TCI Wealth Advisors
Arizona
$2K – – –
SC
316
Skylands Capital
Wisconsin
$2K – – –
CWA
317
Clearview Wealth Advisors
Oregon
$2K – – –
MPWT
318
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.22K +22 +157%
SPIA
319
Steward Partners Investment Advisory
New York
$2K +$2K +38 New
VVP
320
Venture Visionary Partners
Ohio
$1.38K +$1.38K +30 New
Bank of Montreal
321
Bank of Montreal
Ontario, Canada
$1.35K -$599 -12,657 -31%
STCOSD
322
Sageworth Trust Company of South Dakota
South Dakota
$1K – – –
DI
323
Disciplined Investments
Oklahoma
$1K +$222 +6 +29%
UWM
324
Urban Wealth Management
California
$1K +$1K +13 New
BTI
325
Blue Trust Inc
Georgia
$1K +$1K +15 New
11 12
13
14 15