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Performance Food Group

411 hedge funds and large institutions have $13B invested in Performance Food Group in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 140 increasing their positions, 159 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more call options, than puts

Call options by funds: $55.5M | Put options by funds: $15.4M

37% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 38

11% more capital invested

Capital invested by funds: $11.7B → $13B (+$1.26B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2.61% more ownership

Funds ownership: 95.74%98.35% (+2.6%)

2% more funds holding

Funds holding: 402411 (+9)

12% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 159

Holders
411
Holders Change
+9
Holders Change %
+2.24%
% of All Funds
5.41%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
52
Increased
140
Reduced
159
Closed
38
Calls
$55.5M
Puts
$15.4M
Net Calls
+$40.2M
Net Calls Change
+$35.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
301
Nomura Asset Management
Japan
$173K
KI
302
Kapitalo Investimentos
Brazil
$167K +$167K +1,980 New
AT
303
Arlington Trust
Alabama
$167K
AF
304
Allworth Financial
California
$167K +$1.86K +22 +1%
WAM
305
Wolverine Asset Management
Illinois
$162K -$23.1K -274 -13%
AI
306
AdvisorShares Investments
Maryland
$159K +$159K +1,879 New
GI
307
GAMMA Investing
California
$143K +$45K +533 +46%
Nisa Investment Advisors
308
Nisa Investment Advisors
Missouri
$128K
HNB
309
Hilltop National Bank
Wyoming
$120K -$10.2K -121 -8%
SS
310
Sunbelt Securities
Texas
$116K -$3.38K -40 -3%
SG Americas Securities
311
SG Americas Securities
New York
$112K -$309K -3,657 -73%
PS
312
Principal Securities
Iowa
$111K +$25.1K +297 +29%
Acadian Asset Management
313
Acadian Asset Management
Massachusetts
$110K
C
314
Covestor
United Kingdom
$107K -$60.5K -717 -36%
MCM
315
Mainstream Capital Management
California
$105K +$104K +1,237 New
PA
316
Parallel Advisors
California
$88.3K +$2.02K +24 +2%
CIBC Private Wealth Group
317
CIBC Private Wealth Group
Georgia
$86.9K -$4.72K -56 -5%
Fifth Third Bancorp
318
Fifth Third Bancorp
Ohio
$76.7K -$591 -7 -0.8%
Bessemer Group
319
Bessemer Group
New Jersey
$72K -$88.6K -1,050 -55%
JSAM
320
J. Safra Asset Management
New York
$65.7K +$19.1K +226 +41%
UB
321
UMB Bank
Missouri
$64.8K +$26.4K +313 +69%
Amundi
322
Amundi
France
$62.2K -$1.43K -17 -2%
VSQM
323
V-Square Quantitative Management
Illinois
$59.5K +$20.2K +239 +51%
SAM
324
Smartleaf Asset Management
Massachusetts
$58.6K +$6.41K +76 +12%
AAG
325
Armstrong Advisory Group
Massachusetts
$55K

PFGC Hedge Fund Activity: Q4 2024 in Review

411 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q4 2024, worth a combined $13B — up 11% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PFGC positions and 38 closed out — a net gain of 14 holders — while 140 added to existing stakes and 159 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $200M. The largest seller was Morgan Stanley, cutting an estimated $112M.

  • 411 institutional investors held Performance Food Group (PFGC) as of Q4 2024, up from 402 in Q3 2024.
  • Funds reported $13B of Performance Food Group stock for Q4 2024, up 11% quarter-over-quarter.
  • 52 funds opened new Performance Food Group positions in Q4 2024 and 38 closed out, a net change of +14 holders.
  • The largest Performance Food Group buyer in Q4 2024 was Victory Capital Management, an estimated $200M added.
  • The largest Performance Food Group seller in Q4 2024 was Morgan Stanley, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2024.