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Performance Food Group

402 hedge funds and large institutions have $11.7B invested in Performance Food Group in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 142 increasing their positions, 172 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $6.25M

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

18% more capital invested

Capital invested by funds: $9.89B → $11.7B (+$1.8B)

0.39% less ownership

Funds ownership: 96.13%95.74% (-0.39%)

8% less funds holding

Funds holding: 436402 (-34)

17% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 172

48% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 65

Holders
402
Holders Change
-34
Holders Change %
-7.8%
% of All Funds
5.77%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
34
Increased
142
Reduced
172
Closed
65
Calls
$10.8M
Puts
$6.25M
Net Calls
+$4.55M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Apollon Wealth Management
South Carolina
$219K -$52.3K -747 -21%
Cambridge Investment Research Advisors
302
Cambridge Investment Research Advisors
Iowa
$215K +$192K +2,745 New
HCMT
303
Highland Capital Management (Tennessee)
Tennessee
$214K +$191K +2,732 New
QCG
304
Quadrant Capital Group
Ohio
$187K +$13.5K +193 +9%
HFM
305
Harvest Fund Management
China
$179K +$84.2K +1,201 +110%
PCM
306
Palouse Capital Management
Washington
$178K
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$174K -$37.5K -535 -19%
WAM
308
Wolverine Asset Management
Illinois
$171K
Nomura Asset Management
309
Nomura Asset Management
Japan
$161K
C
310
Covestor
United Kingdom
$156K
AT
311
Arlington Trust
Alabama
$155K
WSFS
312
Wilmington Savings Fund Society
Delaware
$154K +$138K +1,963 New
Bessemer Group
313
Bessemer Group
New Jersey
$150K -$631 -9 -0.5%
AF
314
Allworth Financial
California
$145K +$1.26K +18 +1%
IIM
315
Intact Investment Management
Quebec, Canada
$133K -$63.1K -900 -35%
HNB
316
Hilltop National Bank
Wyoming
$121K
Nisa Investment Advisors
317
Nisa Investment Advisors
Missouri
$118K -$63.1K -900 -37%
SS
318
Sunbelt Securities
Texas
$111K -$70 -1 -0.1%
Acadian Asset Management
319
Acadian Asset Management
Massachusetts
$102K -$974K -13,905 -91%
GI
320
GAMMA Investing
California
$90.7K +$19.1K +273 +31%
CIBC Private Wealth Group
321
CIBC Private Wealth Group
Georgia
$83.8K
PA
322
Parallel Advisors
California
$79.9K +$19.5K +278 +37%
PS
323
Principal Securities
Iowa
$79.3K -$13.1K -187 -16%
Fifth Third Bancorp
324
Fifth Third Bancorp
Ohio
$71.6K -$911 -13 -1%
FFA
325
Farther Finance Advisors
California
$69.8K +$45.1K +644 +261%

PFGC Hedge Fund Activity: Q3 2024 in Review

402 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q3 2024, worth a combined $11.7B — up 18% from $9.89B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of PFGC and 34 opened new positions — a net loss of 31 holders — while 172 trimmed existing stakes and 142 added.

The largest buyer was Fidelity Investments, adding an estimated $194M. The largest seller was Invesco, cutting an estimated $137M.

  • 402 institutional investors held Performance Food Group (PFGC) as of Q3 2024, down from 436 in Q2 2024.
  • Funds reported $11.7B of Performance Food Group stock for Q3 2024, up 18% quarter-over-quarter.
  • 34 funds opened new Performance Food Group positions in Q3 2024 and 65 closed out, a net change of -31 holders.
  • The largest Performance Food Group buyer in Q3 2024 was Fidelity Investments, an estimated $194M added.
  • The largest Performance Food Group seller in Q3 2024 was Invesco, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2024.