We are live on ! Find out more
PFGC icon

Performance Food Group

411 hedge funds and large institutions have $13B invested in Performance Food Group in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 140 increasing their positions, 159 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more call options, than puts

Call options by funds: $55.5M | Put options by funds: $15.4M

37% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 38

11% more capital invested

Capital invested by funds: $11.7B → $13B (+$1.26B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2.61% more ownership

Funds ownership: 95.74%98.35% (+2.6%)

2% more funds holding

Funds holding: 402411 (+9)

12% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 159

Holders
411
Holders Change
+9
Holders Change %
+2.24%
% of All Funds
5.41%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
52
Increased
140
Reduced
159
Closed
38
Calls
$55.5M
Puts
$15.4M
Net Calls
+$40.2M
Net Calls Change
+$35.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
351
Private Trust Company
Ohio
$16.6K -$338 -4 -2%
WTA
352
Washington Trust Advisors
Massachusetts
$14.6K -$1.6K -19 -10%
PFBT
353
Parkside Financial Bank & Trust
Missouri
$14.3K +$3.71K +44 +35%
FFA
354
Farther Finance Advisors
California
$13.9K -$61.3K -727 -82%
WTC
355
WhitTier Trust Company
Nevada
$13.9K
BIA
356
Bell Investment Advisors
California
$13.6K -$1.86K -22 -12%
GRP
357
Global Retirement Partners
California
$13.5K
BBHC
358
Brown Brothers Harriman & Co
New York
$12.9K
GWM
359
Geneos Wealth Management
Colorado
$11.8K
CA
360
Clearstead Advisors
Ohio
$11.2K -$2.36K -28 -18%
AAP
361
Arax Advisory Partners
Colorado
$10.9K -$1.1K -13 -9%
SS
362
SBI Securities
Japan
$10.4K +$10.4K +123 New
FFO
363
Fortitude Family Office
Arizona
$8.46K -$338 -4 -4%
FDCDDQ
364
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.46K
JWA
365
JFS Wealth Advisors
Pennsylvania
$8.2K
EWA
366
EverSource Wealth Advisors
Alabama
$7.95K -$338 -4 -4%
FHA
367
First Horizon Advisors
Tennessee
$7.95K +$1.01K +12 +15%
CTC
368
Central Trust Company
Missouri
$7.19K
RF
369
Roxbury Financial
New Jersey
$7.15K +$6.83K +81 New
HWM
370
Hemington Wealth Management
Virginia
$7K +$2.45K +29 +45%
CAS
371
Coppell Advisory Solutions
Texas
$6.99K +$7K +83 New
KIM
372
Kestra Investment Management
Texas
$6.85K +$6.83K +81 New
QL
373
Quarry LP
New York
$6.09K -$42.6K -505 -88%
HNB
374
Huntington National Bank
Ohio
$6.09K -$9.87K -117 -62%
BIG
375
Brooklyn Investment Group
New York
$5.5K +$3.88K +46 +242%

PFGC Hedge Fund Activity: Q4 2024 in Review

411 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q4 2024, worth a combined $13B — up 11% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PFGC positions and 38 closed out — a net gain of 14 holders — while 140 added to existing stakes and 159 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $200M. The largest seller was Morgan Stanley, cutting an estimated $112M.

  • 411 institutional investors held Performance Food Group (PFGC) as of Q4 2024, up from 402 in Q3 2024.
  • Funds reported $13B of Performance Food Group stock for Q4 2024, up 11% quarter-over-quarter.
  • 52 funds opened new Performance Food Group positions in Q4 2024 and 38 closed out, a net change of +14 holders.
  • The largest Performance Food Group buyer in Q4 2024 was Victory Capital Management, an estimated $200M added.
  • The largest Performance Food Group seller in Q4 2024 was Morgan Stanley, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2024.