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Performance Food Group

423 hedge funds and large institutions have $11.1B invested in Performance Food Group in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 128 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 38

44% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $10.8M

11% more funds holding

Funds holding: 381423 (+42)

4% more capital invested

Capital invested by funds: $10.6B → $11.1B (+$423M)

3.61% less ownership

Funds ownership: 98.94%95.33% (-3.6%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

18% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 156

Holders
423
Holders Change
+42
Holders Change %
+11.02%
% of All Funds
6.09%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
82
Increased
128
Reduced
156
Closed
38
Calls
$15.6M
Puts
$10.8M
Net Calls
+$4.81M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
FMB
351
Field & Main Bank
Kentucky
$44.8K -$7.36K -100 -14%
MG
352
Mather Group
Illinois
$43.7K +$46.5K +632 New
SAM
353
Smartleaf Asset Management
Massachusetts
$43.6K -$4.2K -57 -9%
ACA
354
Atlas Capital Advisors
Wyoming
$41.4K
S
355
SignatureFD
Georgia
$40.5K +$2.28K +31 +6%
GI
356
GAMMA Investing
California
$39.9K +$10K +136 +34%
NRG
357
Nemes Rush Group
Michigan
$38.4K +$37.8K +514 New
ST
358
Smithfield Trust
Pennsylvania
$38K
IRAG
359
Investment Research & Advisory Group
Georgia
$37.3K
RA
360
Rise Advisors
New York
$28.7K +$28.3K +385 New
LC
361
Lindbrook Capital
California
$27.6K
TCM
362
TD Capital Management
Tennessee
$25.4K
CI Investments Inc
363
CI Investments Inc
Ontario, Canada
$23K +$5.08K +69 +30%
AA
364
Ancora Advisors
Ohio
$22.4K +$22.1K +300 New
VSQM
365
V-Square Quantitative Management
Illinois
$20.7K +$20.4K +277 New
Jones Financial Companies
366
Jones Financial Companies
Missouri
$19.3K +$9.27K +126 +95%
TFA
367
Toth Financial Advisory
Virginia
$18.3K
PTC
368
Private Trust Company
Ohio
$16.6K -$1.18K -16 -7%
Mitsubishi UFJ Asset Management
369
Mitsubishi UFJ Asset Management
Japan
$16.5K +$10.5K +142 +180%
IA
370
IFP Advisors
Florida
$15.5K +$1.55K +21 +11%
WTA
371
Washington Trust Advisors
Massachusetts
$15.4K -$662 -9 -4%
BIA
372
Bell Investment Advisors
California
$14.3K
WTC
373
WhitTier Trust Company
Nevada
$12.2K
HNB
374
Huntington National Bank
Ohio
$12.2K +$6.26K +85 +109%
GRP
375
Global Retirement Partners
California
$11.9K

PFGC Hedge Fund Activity: Q1 2024 in Review

423 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q1 2024, worth a combined $11.1B — up 4% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new PFGC positions and 38 closed out — a net gain of 44 holders — while 128 added to existing stakes and 156 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $69.2M. The largest seller was Morgan Stanley, cutting an estimated $209M.

  • 423 institutional investors held Performance Food Group (PFGC) as of Q1 2024, up from 381 in Q4 2023.
  • Funds reported $11.1B of Performance Food Group stock for Q1 2024, up 4% quarter-over-quarter.
  • 82 funds opened new Performance Food Group positions in Q1 2024 and 38 closed out, a net change of +44 holders.
  • The largest Performance Food Group buyer in Q1 2024 was Citadel Advisors, an estimated $69.2M added.
  • The largest Performance Food Group seller in Q1 2024 was Morgan Stanley, an estimated $209M sold.

Based on aggregated 13F filings for Q1 2024.