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Performance Food Group
PFGC

Overview Fund Activity

368 hedge funds and large institutions have $8.89B invested in Performance Food Group in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 131 increasing their positions, 143 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+10
Holders Change %
+2.79%
% of All Funds
5.87%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
52
Increased
131
Reduced
143
Closed
39
Calls
$11.1M
Puts
$9.64M
Net Calls
+$1.45M
Net Calls Change
-$2.75M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
$374M
2
Millennium Management
Millennium Management
New York
$51.9M
3
CAM
Close Asset Management
United Kingdom
$84.3M
4
EARNEST Partners
EARNEST Partners
Georgia
$45.2M
5
PCM
Palestra Capital Management
New York
$133M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$358M
2
Citadel Advisors
Citadel Advisors
Florida
$90.6M
3
Franklin Resources
Franklin Resources
California
$13.9M
4
Jennison Associates
Jennison Associates
New York
$127M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
351
Harvest Fund Management
China
$4K – – –
Jones Financial Companies
352
Jones Financial Companies
Missouri
$3.94K +$3.94K +67 New
FMII
353
Farmers & Merchants Investments Inc
Nebraska
$3.83K -$294 -5 -7%
BAAM
354
Baker Avenue Asset Management
California
$3.53K +$2.06K +35 +140%
PTC
355
Private Trust Company
Ohio
$3.24K +$824 +14 +34%
FFA
356
Farther Finance Advisors
California
$2.94K +$942 +16 +47%
MIA
357
Milestone Investment Advisors
Wisconsin
$2.65K +$2.65K +45 New
SC
358
Skylands Capital
Wisconsin
$2.59K – – –
CAL
359
Capital Advisors Ltd
Ohio
$2K +$1.47K +22 +275%
SIC
360
SJS Investment Consulting
Ohio
$1.89K +$412 +7 +28%
GJIA
361
Glass Jacobson Investment Advisors
Maryland
$1.71K – – –
CPG
362
Cornerstone Planning Group
New Jersey
$1.53K – – –
PWA
363
Provenance Wealth Advisors
Florida
$1.41K +$1.41K +24 New
BAM
364
Bellevue Asset Management
Washington
$1.24K -$1.88K -32 -60%
AW
365
Avion Wealth
Texas
$1K +$1K +23 New
VCM
366
Versant Capital Management
Arizona
$765 -$706 -12 -48%
Kayne Anderson Rudnick Investment Management
367
Kayne Anderson Rudnick Investment Management
California
$706 – – –
TWP
368
TFO Wealth Partners
Ohio
$602 +$301 +5 +100%
M
369
MOTCO
Texas
$59 -$177 -3 -75%
QC
370
Quent Capital
New York
$3 -$3 – –
WMSA
371
Weiss Multi-Strategy Advisers
New York
– -$16M -265,486 Closed
Adage Capital Partners
372
Adage Capital Partners
Massachusetts
– -$10.8M -180,000 Closed
WP
373
Woodline Partners
California
– -$9.89M -164,146 Closed
TC
374
Teilinger Capital
Texas
– -$8.35M -138,600 Closed
DKCM
375
Davidson Kempner Capital Management
New York
– -$5.3M -88,021 Closed
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