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Performance Food Group
PFGC

Overview Fund Activity

436 hedge funds and large institutions have $9.9B invested in Performance Food Group in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 169 increasing their positions, 146 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+14
Holders Change %
+3.32%
% of All Funds
6.34%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
60
Increased
169
Reduced
146
Closed
41
Calls
$7.66M
Puts
$5.06M
Net Calls
+$2.6M
Net Calls Change
-$2.21M

Top Buyers

1
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
+$97.9M
2
Primecap Management
Primecap Management
California
+$74.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$31M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$24.6M
5
Bank of America
Bank of America
North Carolina
+$22.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$81.9M
2
Citadel Advisors
Citadel Advisors
Florida
-$74.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$42.6M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$33.9M
5
LIP
Liontrust Investment Partners
United Kingdom
-$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
301
Profund Advisors
Maryland
$267K -$30.9K -467 -10%
HCM
302
Hutchinson Capital Management
California
$263K – – –
MYAM
303
Meiji Yasuda Asset Management
Japan
$259K -$4.3K -65 -2%
Rafferty Asset Management
304
Rafferty Asset Management
New York
$254K +$254K +3,842 New
RJFSA
305
Raymond James Financial Services Advisors
Florida
$250K -$120K -1,811 -32%
AAM
306
Advisors Asset Management
Colorado
$247K -$3.04K -46 -1%
MFWP
307
Mosaic Family Wealth Partners
Missouri
$246K – – –
SA
308
Sanctuary Advisors
Indiana
$243K +$243K +3,534 New
TPI
309
Trust Point Inc
Wisconsin
$243K -$33.8K -511 -12%
AFCM
310
Applied Finance Capital Management
Puerto Rico
$240K +$240K +3,636 New
HCMG
311
Howard Capital Management Group
California
$240K – – –
CTC
312
Cetera Trust Company
Minnesota
$239K – – –
NCFG
313
New Century Financial Group
New Jersey
$239K +$239K +3,620 New
FTDI
314
First Trust Direct Indexing
Massachusetts
$238K +$54.1K +818 +29%
AWM
315
Apollon Wealth Management
South Carolina
$234K -$2.78K -42 -1%
SRL
316
Scientech Research LLC
New Jersey
$232K +$232K +3,502 New
Capital Research Global Investors
317
Capital Research Global Investors
California
$231K +$231K +3,500 New
US Bancorp
318
US Bancorp
Minnesota
$228K -$93.5K -1,414 -29%
GCM
319
Graham Capital Management
Connecticut
$226K +$226K +3,426 New
CPBTD
320
Central Pacific Bank - Trust Division
Hawaii
$226K -$37.4K -566 -14%
KBC Group
321
KBC Group
Belgium
$226K +$18.8K +284 +9%
LCM
322
Laurion Capital Management
New York
$224K +$224K +3,394 New
KPWS
323
Kestra Private Wealth Services
Texas
$224K +$5.02K +76 +2%
Los Angeles Capital Management
324
Los Angeles Capital Management
California
$222K -$9.45K -143 -4%
FFM
325
Forum Financial Management
Illinois
$213K +$264 +4 +0.1%
11 12
13
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