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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
CI Investments Inc
326
CI Investments Inc
Ontario, Canada
$53K +$11.3K +134 +27%
MG
327
Mather Group
Illinois
$50.4K
Jones Financial Companies
328
Jones Financial Companies
Missouri
$49.2K +$6.83K +81 +16%
BTI
329
Blue Trust Inc
Georgia
$47.9K +$20.1K +238 +73%
S
330
SignatureFD
Georgia
$43.6K
FMB
331
Field & Main Bank
Kentucky
$42.3K
IRAG
332
Investment Research & Advisory Group
Georgia
$42.3K
CPBTD
333
Central Pacific Bank - Trust Division
Hawaii
$41.8K +$41.7K +494 New
VWM
334
Venturi Wealth Management
Texas
$40.1K +$5.49K +65 +16%
ACA
335
Atlas Capital Advisors
Wyoming
$33.1K -$13.7K -162 -29%
RA
336
Rise Advisors
New York
$32.6K
LC
337
Lindbrook Capital
California
$30.9K +$422 +5 +1%
DMBA
338
Deseret Mutual Benefit Administrators
Utah
$29.2K +$6.24K +74 +27%
TCM
339
TD Capital Management
Tennessee
$28.7K
MPWT
340
MassMutual Private Wealth & Trust
Connecticut
$26K +$422 +5 +2%
MEG
341
Millstone Evans Group
Colorado
$25.5K +$25.5K +302 New
IA
342
IFP Advisors
Florida
$25K +$8.27K +98 +49%
CIM
343
Contravisory Investment Management
Massachusetts
$21K +$20.9K +248 New
TFA
344
Toth Financial Advisory
Virginia
$20.7K
SPIA
345
Steward Partners Investment Advisory
New York
$19K +$5.82K +69 +44%
Mitsubishi UFJ Asset Management
346
Mitsubishi UFJ Asset Management
Japan
$18.7K
ACM
347
Aster Capital Management
United Arab Emirates
$17.3K +$17.3K +205 New
ST
348
Smithfield Trust
Pennsylvania
$17K
GSWM
349
Golden State Wealth Management
California
$16.9K +$16.9K +200 New
Group One Trading
350
Group One Trading
Illinois
$16.9K +$16.9K +200 New

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.