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Performance Food Group

381 hedge funds and large institutions have $10.6B invested in Performance Food Group in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 150 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $24M | Put options by funds: $8.23M

44% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 41

20% more capital invested

Capital invested by funds: $8.89B → $10.6B (+$1.75B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

4% more funds holding

Funds holding: 368381 (+13)

2.27% more ownership

Funds ownership: 96.67%98.94% (+2.3%)

16% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 150

Holders
381
Holders Change
+13
Holders Change %
+3.53%
% of All Funds
5.55%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
59
Increased
126
Reduced
150
Closed
41
Calls
$24M
Puts
$8.23M
Net Calls
+$15.8M
Net Calls Change
+$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AT
301
Arlington Trust
Alabama
$137K +$122K +1,978 New
Nomura Asset Management
302
Nomura Asset Management
Japan
$124K
SS
303
Sunbelt Securities
Texas
$93.8K -$676 -11 -0.8%
PS
304
Principal Securities
Iowa
$87K +$77.3K +1,258 New
SWM
305
Spire Wealth Management
Virginia
$84.9K -$8.54K -139 -10%
Fifth Third Bancorp
306
Fifth Third Bancorp
Ohio
$69.8K +$11.6K +189 +23%
ACM
307
Aquatic Capital Management
Illinois
$69K -$578K -9,400 -90%
National Bank of Canada
308
National Bank of Canada
Quebec, Canada
$58.8K +$2.95K +48 +6%
VI
309
Vestcor Inc
New Brunswick, Canada
$58K -$635K -10,340 -93%
FMB
310
Field & Main Bank
Kentucky
$48.4K -$18.4K -300 -30%
HT
311
Headlands Technologies
Illinois
$48.3K +$43K +699 New
GWS
312
Glassman Wealth Services
Virginia
$45.6K
AAG
313
Armstrong Advisory Group
Massachusetts
$45K
SAM
314
Smartleaf Asset Management
Massachusetts
$43.9K +$38.9K +633 New
IRC
315
Investors Research Corp
Georgia
$42.6K
ACA
316
Atlas Capital Advisors
Wyoming
$38.3K
ST
317
Smithfield Trust
Pennsylvania
$36K -$29.9K -487 -48%
S
318
SignatureFD
Georgia
$35.4K +$8.79K +143 +39%
IRAG
319
Investment Research & Advisory Group
Georgia
$34.6K
GI
320
GAMMA Investing
California
$29K +$24.5K +399 New
MSWM
321
McGlone Suttner Wealth Management
Wisconsin
$28.6K +$25.4K +414 New
AF
322
Allworth Financial
California
$26.7K +$246 +4 +1%
LC
323
Lindbrook Capital
California
$25.6K +$7.07K +115 +45%
TCM
324
TD Capital Management
Tennessee
$23.5K
LF
325
Lee Financial
Texas
$22.1K

PFGC Hedge Fund Activity: Q4 2023 in Review

381 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q4 2023, worth a combined $10.6B — up 20% from $8.89B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new PFGC positions and 41 closed out — a net gain of 18 holders — while 126 added to existing stakes and 150 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $224M. The largest seller was William Blair Investment Management, cutting an estimated $156M.

  • 381 institutional investors held Performance Food Group (PFGC) as of Q4 2023, up from 368 in Q3 2023.
  • Funds reported $10.6B of Performance Food Group stock for Q4 2023, up 20% quarter-over-quarter.
  • 59 funds opened new Performance Food Group positions in Q4 2023 and 41 closed out, a net change of +18 holders.
  • The largest Performance Food Group buyer in Q4 2023 was Morgan Stanley, an estimated $224M added.
  • The largest Performance Food Group seller in Q4 2023 was William Blair Investment Management, an estimated $156M sold.

Based on aggregated 13F filings for Q4 2023.