We are live on ! Find out more
PFGC icon

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
Mitsubishi UFJ Asset Management
351
Mitsubishi UFJ Asset Management
Japan
$5.43K
HNB
352
Huntington National Bank
Ohio
$5.39K -$184 -3 -4%
AWM
353
Avior Wealth Management
Nebraska
$5.25K
HFM
354
Harvest Fund Management
China
$5K
FMII
355
Farmers & Merchants Investments Inc
Nebraska
$4.5K
RFG
356
REAP Financial Group
Texas
$4.5K +$3.99K +65 New
PWMG
357
Private Wealth Management Group
New Jersey
$3.18K +$2.83K +46 New
SC
358
Skylands Capital
Wisconsin
$3.04K
TCWA
359
Turtle Creek Wealth Advisors
Texas
$2.9K +$2.58K +42 New
VWM
360
Venturi Wealth Management
Texas
$2.7K -$6.58K -107 -73%
SIC
361
SJS Investment Consulting
Ohio
$2.08K -$123 -2 -6%
BTI
362
Blue Trust Inc
Georgia
$2K +$2.4K +39 New
CPG
363
Cornerstone Planning Group
New Jersey
$1.8K
PWA
364
Provenance Wealth Advisors
Florida
$1.66K
HI
365
Harbour Investments
Wisconsin
$1.59K +$1.41K +23 New
BAM
366
Bellevue Asset Management
Washington
$1.45K
EWA
367
EverSource Wealth Advisors
Alabama
$1.25K -$5.04K -82 -82%
CCM
368
Chilton Capital Management
Texas
$1.11K +$983 +16 New
CAL
369
Capital Advisors Ltd
Ohio
$1K -$1.35K -22 -73%
VNA
370
Valley National Advisers
Pennsylvania
$1K +$1.23K +20 New
AF
371
Advisornet Financial
Minnesota
$899 +$799 +13 New
Kayne Anderson Rudnick Investment Management
372
Kayne Anderson Rudnick Investment Management
California
$830
HCP
373
Hexagon Capital Partners
Arkansas
$761 +$676 +11 New
TWP
374
TFO Wealth Partners
Ohio
$692
DPW
375
DiNuzzo Private Wealth
Pennsylvania
$692 +$615 +10 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.