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Performance Food Group

423 hedge funds and large institutions have $11.1B invested in Performance Food Group in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 128 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 38

44% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $10.8M

11% more funds holding

Funds holding: 381423 (+42)

4% more capital invested

Capital invested by funds: $10.6B → $11.1B (+$423M)

3.61% less ownership

Funds ownership: 98.94%95.33% (-3.6%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

18% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 156

Holders
423
Holders Change
+42
Holders Change %
+11.02%
% of All Funds
6.09%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
82
Increased
128
Reduced
156
Closed
38
Calls
$15.6M
Puts
$10.8M
Net Calls
+$4.81M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
301
HighPoint Advisor Group
Illinois
$303K +$3.53K +48 +1%
MYAM
302
Meiji Yasuda Asset Management
Japan
$297K +$293K +3,985 New
HCM
303
Hutchinson Capital Management
California
$297K -$293K -3,975 -50%
CPBTD
304
Central Pacific Bank - Trust Division
Hawaii
$296K +$294K +3,991 New
AAM
305
Advisors Asset Management
Colorado
$282K -$2.72K -37 -1%
MFWP
306
Mosaic Family Wealth Partners
Missouri
$277K -$368 -5 -0.1%
OA
307
Oracle Alpha
Ontario, Canada
$276K -$204K -2,773 -43%
MAM
308
Meeder Asset Management
Ohio
$272K +$268K +3,642 New
HCMG
309
Howard Capital Management Group
California
$271K
CTC
310
Cetera Trust Company
Minnesota
$270K -$14.7K -200 -5%
AWM
311
Apollon Wealth Management
South Carolina
$267K +$662 +9 +0.3%
Los Angeles Capital Management
312
Los Angeles Capital Management
California
$262K -$4.27K -58 -2%
AC
313
Aristides Capital
Kentucky
$257K +$253K +3,439 New
AI
314
Atom Investors
Texas
$253K -$264K -3,591 -51%
KPWS
315
Kestra Private Wealth Services
Texas
$247K -$5.3K -72 -2%
FFM
316
Forum Financial Management
Illinois
$241K
IIM
317
Intact Investment Management
Quebec, Canada
$239K +$236K +3,200 New
QCM
318
Qsemble Capital Management
New York
$238K +$234K +3,186 New
Osaic Holdings
319
Osaic Holdings
Arizona
$235K -$1.89M -25,729 -89%
KBC Group
320
KBC Group
Belgium
$233K +$24.2K +329 +12%
HT
321
Headlands Technologies
Illinois
$229K +$175K +2,373 +339%
SCA
322
Snowden Capital Advisors
New York
$227K -$109K -1,487 -33%
CFGS
323
Concourse Financial Group Securities
Alabama
$226K +$38K +517 +21%
GT
324
Glenmede Trust
Pennsylvania
$226K +$223K +3,028 New
William Blair & Company
325
William Blair & Company
Illinois
$213K +$210K +2,856 New

PFGC Hedge Fund Activity: Q1 2024 in Review

423 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q1 2024, worth a combined $11.1B — up 4% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new PFGC positions and 38 closed out — a net gain of 44 holders — while 128 added to existing stakes and 156 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $69.2M. The largest seller was Morgan Stanley, cutting an estimated $209M.

  • 423 institutional investors held Performance Food Group (PFGC) as of Q1 2024, up from 381 in Q4 2023.
  • Funds reported $11.1B of Performance Food Group stock for Q1 2024, up 4% quarter-over-quarter.
  • 82 funds opened new Performance Food Group positions in Q1 2024 and 38 closed out, a net change of +44 holders.
  • The largest Performance Food Group buyer in Q1 2024 was Citadel Advisors, an estimated $69.2M added.
  • The largest Performance Food Group seller in Q1 2024 was Morgan Stanley, an estimated $209M sold.

Based on aggregated 13F filings for Q1 2024.