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Performance Food Group

344 hedge funds and large institutions have $9.31B invested in Performance Food Group in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 123 increasing their positions, 135 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $3.25M

7% more capital invested

Capital invested by funds: $8.68B → $9.31B (+$622M)

2.17% more ownership

Funds ownership: 96.56%98.73% (+2.2%)

9% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 135

5% less funds holding

Funds holding: 362344 (-18)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

22% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 55

Holders
344
Holders Change
-18
Holders Change %
-4.97%
% of All Funds
5.48%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
43
Increased
123
Reduced
135
Closed
55
Calls
$11.8M
Puts
$3.25M
Net Calls
+$8.51M
Net Calls Change
+$2.62M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
326
EverSource Wealth Advisors
Alabama
$3.8K +$2.63K +45 +250%
CWA
327
Clearview Wealth Advisors
Oregon
$3.2K
MIA
328
Milestone Investment Advisors
Wisconsin
$2.72K +$2.63K +45 New
SC
329
Skylands Capital
Wisconsin
$2.65K
PTC
330
Private Trust Company
Ohio
$2.17K -$12.7K -218 -86%
IA
331
IFP Advisors
Florida
$1.78K -$5.72K -98 -66%
BAAM
332
Baker Avenue Asset Management
California
$1.51K
SIC
333
SJS Investment Consulting
Ohio
$1.45K -$351 -6 -20%
GRP
334
Global Retirement Partners
California
$1.42K +$1.28K +22 +2,200%
DI
335
Disciplined Investments
Oklahoma
$1.39K -$234 -4 -15%
EI
336
Ellevest Inc
New York
$1.21K
CI Investments Inc
337
CI Investments Inc
Ontario, Canada
$1K
HBW
338
Hazlett, Burt & Watson
West Virginia
$1K +$584 +10 New
VCM
339
Versant Capital Management
Arizona
$784 +$759 +13 New
FFA
340
Farther Finance Advisors
California
$543 +$351 +6 +200%
2L
341
25 LLC
Missouri
$490 +$467 +8 New
KHC
342
Koesten Hirschmann & Crabtree
Kansas
$423 +$409 +7 New
TWP
343
TFO Wealth Partners
Ohio
$302 -$526 -9 -64%
QC
344
Quent Capital
New York
$3
Arrowstreet Capital
345
Arrowstreet Capital
Massachusetts
-$52.5M -899,313 Closed
Assenagon Asset Management
346
Assenagon Asset Management
Luxembourg
-$35.1M -601,535 Closed
TI
347
Trexquant Investment
Connecticut
-$8.63M -147,765 Closed
WCM
348
Wedge Capital Management
North Carolina
-$8.35M -142,993 Closed
CM
349
Castleark Management
Illinois
-$6.77M -115,860 Closed
LCG
350
Lisanti Capital Growth
New York
-$5.34M -91,475 Closed

PFGC Hedge Fund Activity: Q1 2023 in Review

344 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q1 2023, worth a combined $9.31B — up 7.2% from $8.68B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of PFGC and 43 opened new positions — a net loss of 12 holders — while 135 trimmed existing stakes and 123 added.

The largest buyer was Capital World Investors, adding an estimated $495M. The largest seller was Massachusetts Financial Services, cutting an estimated $96.3M.

  • 344 institutional investors held Performance Food Group (PFGC) as of Q1 2023, down from 362 in Q4 2022.
  • Funds reported $9.31B of Performance Food Group stock for Q1 2023, up 7.2% quarter-over-quarter.
  • 43 funds opened new Performance Food Group positions in Q1 2023 and 55 closed out, a net change of -12 holders.
  • The largest Performance Food Group buyer in Q1 2023 was Capital World Investors, an estimated $495M added.
  • The largest Performance Food Group seller in Q1 2023 was Massachusetts Financial Services, an estimated $96.3M sold.

Based on aggregated 13F filings for Q1 2023.