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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
Amundi
326
Amundi
France
$58.2K +$43.7K +623 +524%
AAG
327
Armstrong Advisory Group
Massachusetts
$51K
SAM
328
Smartleaf Asset Management
Massachusetts
$48.5K -$4.63K -66 -10%
CFM
329
Catalyst Funds Management
Australia
$47K +$14K +200 +50%
MG
330
Mather Group
Illinois
$46.7K -$4.83K -69 -10%
QL
331
Quarry LP
New York
$45.2K -$136K -1,936 -77%
ACA
332
Atlas Capital Advisors
Wyoming
$43.4K
JSAM
333
J. Safra Asset Management
New York
$43.3K +$35.2K +503 +986%
S
334
SignatureFD
Georgia
$40.4K -$1.47K -21 -4%
FMB
335
Field & Main Bank
Kentucky
$39.2K -$7.01K -100 -17%
IRAG
336
Investment Research & Advisory Group
Georgia
$39.2K
Jones Financial Companies
337
Jones Financial Companies
Missouri
$39.2K +$12.4K +177 +55%
NRG
338
Nemes Rush Group
Michigan
$38.4K +$34.6K +494 +2,470%
CI Investments Inc
339
CI Investments Inc
Ontario, Canada
$38K +$14.4K +205 +72%
VSQM
340
V-Square Quantitative Management
Illinois
$36.4K +$32.6K +465 New
UB
341
UMB Bank
Missouri
$35.5K +$25.6K +365 +415%
VWM
342
Venturi Wealth Management
Texas
$32.1K +$19.2K +274 +203%
RA
343
Rise Advisors
New York
$30.2K
LC
344
Lindbrook Capital
California
$28.3K +$1.82K +26 +8%
TCM
345
TD Capital Management
Tennessee
$26.6K
ATS
346
Ashton Thomas Securities
New York
$25.9K +$23.1K +330 New
MPWT
347
MassMutual Private Wealth & Trust
Connecticut
$23.7K +$631 +9 +3%
BTI
348
Blue Trust Inc
Georgia
$21.7K +$17K +242 +281%
DMBA
349
Deseret Mutual Benefit Administrators
Utah
$21.2K +$8.34K +119 +78%
TFA
350
Toth Financial Advisory
Virginia
$19.2K

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.