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Performance Food Group

381 hedge funds and large institutions have $10.6B invested in Performance Food Group in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 150 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $24M | Put options by funds: $8.23M

44% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 41

20% more capital invested

Capital invested by funds: $8.89B → $10.6B (+$1.75B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

4% more funds holding

Funds holding: 368381 (+13)

2.27% more ownership

Funds ownership: 96.67%98.94% (+2.3%)

16% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 150

Holders
381
Holders Change
+13
Holders Change %
+3.53%
% of All Funds
5.55%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
59
Increased
126
Reduced
150
Closed
41
Calls
$24M
Puts
$8.23M
Net Calls
+$15.8M
Net Calls Change
+$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
326
TD Private Client Wealth
New York
$17.1K
TFA
327
Toth Financial Advisory
Virginia
$16.9K
QL
328
Quarry LP
New York
$16.5K -$22.1K -360 -60%
PTC
329
Private Trust Company
Ohio
$16.5K +$11.3K +184 +335%
CI Investments Inc
330
CI Investments Inc
Ontario, Canada
$16K +$61 +1 +0.4%
SPIA
331
Steward Partners Investment Advisory
New York
$14.9K
WTA
332
Washington Trust Advisors
Massachusetts
$14.9K
BIA
333
Bell Investment Advisors
California
$13.3K -$61 -1 -0.5%
IA
334
IFP Advisors
Florida
$12.9K +$184 +3 +2%
VAG
335
VisionPoint Advisory Group
Texas
$11.4K -$4.61K -75 -31%
WTC
336
WhitTier Trust Company
Nevada
$11.3K
GRP
337
Global Retirement Partners
California
$11.2K
BBHC
338
Brown Brothers Harriman & Co
New York
$10.5K -$2.33K -38 -20%
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$10.2K -$6.64K -108 -42%
PA
340
Parallel Advisors
California
$9.89K -$6.14K -100 -41%
RCM
341
Raleigh Capital Management
North Carolina
$9.13K +$61 +1 +0.8%
Jones Financial Companies
342
Jones Financial Companies
Missouri
$9.13K +$3.99K +65 +97%
Amundi
343
Amundi
France
$8.41K
IFAM
344
Institutional & Family Asset Management
Colorado
$7.47K
FHA
345
First Horizon Advisors
Tennessee
$7.4K -$1.66K -27 -20%
JWM
346
Janiczek Wealth Management
Colorado
$6.92K
JWA
347
JFS Wealth Advisors
Pennsylvania
$6.5K -$184 -3 -3%
FFA
348
Farther Finance Advisors
California
$5.95K +$2.21K +36 +72%
CTC
349
Central Trust Company
Missouri
$5.88K
FFO
350
Fortitude Family Office
Arizona
$5.81K +$5.16K +84 New

PFGC Hedge Fund Activity: Q4 2023 in Review

381 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q4 2023, worth a combined $10.6B — up 20% from $8.89B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new PFGC positions and 41 closed out — a net gain of 18 holders — while 126 added to existing stakes and 150 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $224M. The largest seller was William Blair Investment Management, cutting an estimated $156M.

  • 381 institutional investors held Performance Food Group (PFGC) as of Q4 2023, up from 368 in Q3 2023.
  • Funds reported $10.6B of Performance Food Group stock for Q4 2023, up 20% quarter-over-quarter.
  • 59 funds opened new Performance Food Group positions in Q4 2023 and 41 closed out, a net change of +18 holders.
  • The largest Performance Food Group buyer in Q4 2023 was Morgan Stanley, an estimated $224M added.
  • The largest Performance Food Group seller in Q4 2023 was William Blair Investment Management, an estimated $156M sold.

Based on aggregated 13F filings for Q4 2023.