PFGC icon

Performance Food Group
PFGC

Overview Fund Activity

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
Holders
381
Holders Change
+13
Holders Change %
+3.53%
% of All Funds
5.59%
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
$8.24M
Net Calls
+$15.8M
Net Calls Change
+$14.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$468M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$152M
3
CCM
Candlestick Capital Management
Connecticut
$42.2M
4
SSA
Schonfeld Strategic Advisors
New York
$68.5M
5
Holocene Advisors
Holocene Advisors
New York
$176M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$5.81M
2
VNIM
Vaughan Nelson Investment Management
Texas
$20M
3
PCM
Palestra Capital Management
New York
$96.9M
4
Invesco
Invesco
Georgia
$219M
5
PCC
Perry Creek Capital
New York
$61.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
351
Mitsubishi UFJ Asset Management
Japan
$5.44K – – –
HNB
352
Huntington National Bank
Ohio
$5.39K -$207 -3 -4%
AWM
353
Avior Wealth Management
Nebraska
$5.26K – – –
HFM
354
Harvest Fund Management
China
$5K – – –
FMII
355
Farmers & Merchants Investments Inc
Nebraska
$4.5K – – –
RFG
356
REAP Financial Group
Texas
$4.5K +$4.5K +65 New
PWMG
357
Private Wealth Management Group
New Jersey
$3.18K +$3.18K +46 New
SC
358
Skylands Capital
Wisconsin
$3.04K – – –
TCWA
359
Turtle Creek Wealth Advisors
Texas
$2.9K +$2.9K +42 New
VWM
360
Venturi Wealth Management
Texas
$2.7K -$7.4K -107 -73%
SIC
361
SJS Investment Consulting
Ohio
$2.08K -$138 -2 -6%
BTI
362
Blue Trust Inc
Georgia
$2K +$2K +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 +$1.59K +23 New
BAM
366
Bellevue Asset Management
Washington
$1.45K – – –
EWA
367
EverSource Wealth Advisors
Alabama
$1.25K -$5.67K -82 -82%
CCM
368
Chilton Capital Management
Texas
$1.11K +$1.11K +16 New
CAL
369
Capital Advisors Ltd
Ohio
$1K -$2.75K -22 -73%
VNA
370
Valley National Advisers
Pennsylvania
$1K +$1K +20 New
AF
371
Advisornet Financial
Minnesota
$899 +$899 +13 New
Kayne Anderson Rudnick Investment Management
372
Kayne Anderson Rudnick Investment Management
California
$830 – – –
HCP
373
Hexagon Capital Partners
Arkansas
$761 +$761 +11 New
TWP
374
TFO Wealth Partners
Ohio
$692 – – –
DPW
375
DiNuzzo Private Wealth
Pennsylvania
$692 +$692 +10 New
13 14
15
16 17