We are live on ! Find out more
PFGC icon

Performance Food Group

402 hedge funds and large institutions have $11.7B invested in Performance Food Group in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 142 increasing their positions, 172 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $6.25M

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

18% more capital invested

Capital invested by funds: $9.89B → $11.7B (+$1.8B)

0.39% less ownership

Funds ownership: 96.13%95.74% (-0.39%)

8% less funds holding

Funds holding: 436402 (-34)

17% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 172

48% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 65

Holders
402
Holders Change
-34
Holders Change %
-7.8%
% of All Funds
5.77%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
34
Increased
142
Reduced
172
Closed
65
Calls
$10.8M
Puts
$6.25M
Net Calls
+$4.55M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
351
Whittier Trust
California
$17.5K +$15.6K +223 New
Mitsubishi UFJ Asset Management
352
Mitsubishi UFJ Asset Management
Japan
$17.3K
ST
353
Smithfield Trust
Pennsylvania
$16K -$21.9K -313 -60%
PTC
354
Private Trust Company
Ohio
$15.7K -$1.54K -22 -10%
IA
355
IFP Advisors
Florida
$15.5K +$1.82K +26 +15%
WTA
356
Washington Trust Advisors
Massachusetts
$15K
HNB
357
Huntington National Bank
Ohio
$14.8K +$1.75K +25 +15%
BIA
358
Bell Investment Advisors
California
$14.3K -$631 -9 -5%
WTC
359
WhitTier Trust Company
Nevada
$12.8K
CA
360
Clearstead Advisors
Ohio
$12.5K +$2.52K +36 +29%
GRP
361
Global Retirement Partners
California
$12.5K
SPIA
362
Steward Partners Investment Advisory
New York
$12.2K +$841 +12 +8%
BBHC
363
Brown Brothers Harriman & Co
New York
$11.9K
AAP
364
Arax Advisory Partners
Colorado
$11.1K +$8.9K +127 +847%
GWM
365
Geneos Wealth Management
Colorado
$11K +$9.81K +140 New
PFBT
366
Parkside Financial Bank & Trust
Missouri
$9.8K +$3.29K +47 +60%
FFO
367
Fortitude Family Office
Arizona
$8.15K +$1.4K +20 +24%
FDCDDQ
368
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.84K
EWA
369
EverSource Wealth Advisors
Alabama
$7.68K +$3.22K +46 +88%
JWA
370
JFS Wealth Advisors
Pennsylvania
$7.6K +$210 +3 +3%
CTC
371
Central Trust Company
Missouri
$6.66K
FHA
372
First Horizon Advisors
Tennessee
$6.43K
HWM
373
Hemington Wealth Management
Virginia
$5K +$4.49K +64 New
FMII
374
Farmers & Merchants Investments Inc
Nebraska
$4.94K -$140 -2 -3%
GM
375
GeoWealth Management
Illinois
$4.86K +$4.34K +62 New

PFGC Hedge Fund Activity: Q3 2024 in Review

402 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q3 2024, worth a combined $11.7B — up 18% from $9.89B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of PFGC and 34 opened new positions — a net loss of 31 holders — while 172 trimmed existing stakes and 142 added.

The largest buyer was Fidelity Investments, adding an estimated $194M. The largest seller was Invesco, cutting an estimated $137M.

  • 402 institutional investors held Performance Food Group (PFGC) as of Q3 2024, down from 436 in Q2 2024.
  • Funds reported $11.7B of Performance Food Group stock for Q3 2024, up 18% quarter-over-quarter.
  • 34 funds opened new Performance Food Group positions in Q3 2024 and 65 closed out, a net change of -31 holders.
  • The largest Performance Food Group buyer in Q3 2024 was Fidelity Investments, an estimated $194M added.
  • The largest Performance Food Group seller in Q3 2024 was Invesco, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2024.