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Performance Food Group
PFGC

Overview Fund Activity

358 hedge funds and large institutions have $9.19B invested in Performance Food Group in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 123 increasing their positions, 136 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+14
Holders Change %
+4.07%
% of All Funds
5.65%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
54
Increased
123
Reduced
136
Closed
38
Calls
$4.5M
Puts
$301K
Net Calls
+$4.2M
Net Calls Change
-$4.32M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.28B
2
Holocene Advisors
Holocene Advisors
New York
$119M
3
CAM
Close Asset Management
United Kingdom
$56.2M
4
Citadel Advisors
Citadel Advisors
Florida
$218M
5
VNIM
Vaughan Nelson Investment Management
Texas
$83.5M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$183M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$744M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$502M
4
Invesco
Invesco
Georgia
$206M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
326
Front Row Advisors
California
$8K +$63 +1 +0.8%
Amundi
327
Amundi
France
$7.24K -$122 -2 -2%
CSPIA
328
Cary Street Partners Investment Advisory
Virginia
$7.23K – – –
RCM
329
Raleigh Capital Management
North Carolina
$6.87K +$2.41K +40 +54%
EWA
330
EverSource Wealth Advisors
Alabama
$6.33K +$2.53K +42 +67%
JWM
331
Janiczek Wealth Management
Colorado
$6.02K – – –
BAM
332
Byrne Asset Management
New Jersey
$6K – – –
JWA
333
JFS Wealth Advisors
Pennsylvania
$5.66K – – –
FA
334
Fiduciary Alliance
South Carolina
$5.54K +$5.54K +92 New
HNB
335
Huntington National Bank
Ohio
$5.42K -$2.17K -36 -29%
AWM
336
Avior Wealth Management
Nebraska
$4.58K – – –
FMII
337
Farmers & Merchants Investments Inc
Nebraska
$4.22K – – –
HFM
338
Harvest Fund Management
China
$4K -$34.6K -605 -90%
TFP
339
Tilia Fiduciary Partners
North Carolina
$3.61K +$3.61K +60 New
CWA
340
Clearview Wealth Advisors
Oregon
$3.19K – – –
BAM
341
Bellevue Asset Management
Washington
$3.19K -$662 -11 -17%
SC
342
Skylands Capital
Wisconsin
$2.65K – – –
PTC
343
Private Trust Company
Ohio
$2.47K +$301 +5 +14%
FFA
344
Farther Finance Advisors
California
$2.05K +$1.51K +25 +278%
GJIA
345
Glass Jacobson Investment Advisors
Maryland
$1.75K +$1.75K +29 New
CPG
346
Cornerstone Planning Group
New Jersey
$1.57K +$1.57K +26 New
SIC
347
SJS Investment Consulting
Ohio
$1.51K +$60 +1 +4%
BAAM
348
Baker Avenue Asset Management
California
$1.51K – – –
VCM
349
Versant Capital Management
Arizona
$1.51K +$723 +12 +92%
DI
350
Disciplined Investments
Oklahoma
$1.45K +$60 +1 +4%
12 13
14
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