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Performance Food Group

344 hedge funds and large institutions have $9.31B invested in Performance Food Group in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 123 increasing their positions, 135 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $3.25M

7% more capital invested

Capital invested by funds: $8.68B → $9.31B (+$622M)

2.17% more ownership

Funds ownership: 96.56%98.73% (+2.2%)

9% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 135

5% less funds holding

Funds holding: 362344 (-18)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

22% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 55

Holders
344
Holders Change
-18
Holders Change %
-4.97%
% of All Funds
5.48%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
43
Increased
123
Reduced
135
Closed
55
Calls
$11.8M
Puts
$3.25M
Net Calls
+$8.51M
Net Calls Change
+$2.62M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
301
Toth Financial Advisory
Virginia
$14.8K
PA
302
Parallel Advisors
California
$14.6K -$1.17K -20 -8%
FHA
303
First Horizon Advisors
Tennessee
$13.4K -$31.2K -534 -71%
C
304
Covestor
United Kingdom
$12K +$351 +6 +3%
TCOV
305
Trust Company of Vermont
Vermont
$11.9K
BBHC
306
Brown Brothers Harriman & Co
New York
$11.5K
MPWT
307
MassMutual Private Wealth & Trust
Connecticut
$10K +$4.73K +81 +95%
BIA
308
Bell Investment Advisors
California
$9.47K +$1.05K +18 +13%
CFGS
309
Concourse Financial Group Securities
Alabama
$8.09K +$7.83K +134 New
FRA
310
Front Row Advisors
California
$8K -$292 -5 -4%
NA
311
NewEdge Advisors
Louisiana
$7.96K -$3.5K -60 -31%
HNB
312
Huntington National Bank
Ohio
$7.6K -$18.5K -317 -72%
Amundi
313
Amundi
France
$7.25K +$4.09K +70 +137%
CSPIA
314
Cary Street Partners Investment Advisory
Virginia
$7.24K -$5.2K -89 -43%
SC
315
Schubert & Co
Texas
$7K -$351 -6 -5%
JWM
316
Janiczek Wealth Management
Colorado
$6.03K
BAM
317
Byrne Asset Management
New Jersey
$6K
SFG
318
Steward Financial Group
Texas
$6K +$3.45K +59 +113%
JWA
319
JFS Wealth Advisors
Pennsylvania
$5.67K
AWM
320
Avior Wealth Management
Nebraska
$4.58K +$4.44K +76 New
TWA
321
TCI Wealth Advisors
Arizona
$4.47K -$117 -2 -3%
RCM
322
Raleigh Capital Management
North Carolina
$4.46K +$409 +7 +10%
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$4.22K
BTI
324
Blue Trust Inc
Georgia
$4K -$876 -15 -19%
BAM
325
Bellevue Asset Management
Washington
$3.86K

PFGC Hedge Fund Activity: Q1 2023 in Review

344 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q1 2023, worth a combined $9.31B — up 7.2% from $8.68B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of PFGC and 43 opened new positions — a net loss of 12 holders — while 135 trimmed existing stakes and 123 added.

The largest buyer was Capital World Investors, adding an estimated $495M. The largest seller was Massachusetts Financial Services, cutting an estimated $96.3M.

  • 344 institutional investors held Performance Food Group (PFGC) as of Q1 2023, down from 362 in Q4 2022.
  • Funds reported $9.31B of Performance Food Group stock for Q1 2023, up 7.2% quarter-over-quarter.
  • 43 funds opened new Performance Food Group positions in Q1 2023 and 55 closed out, a net change of -12 holders.
  • The largest Performance Food Group buyer in Q1 2023 was Capital World Investors, an estimated $495M added.
  • The largest Performance Food Group seller in Q1 2023 was Massachusetts Financial Services, an estimated $96.3M sold.

Based on aggregated 13F filings for Q1 2023.