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Performance Food Group
PFGC

Overview Fund Activity

358 hedge funds and large institutions have $9.19B invested in Performance Food Group in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 123 increasing their positions, 136 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+14
Holders Change %
+4.07%
% of All Funds
5.65%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
54
Increased
123
Reduced
136
Closed
38
Calls
$4.5M
Puts
$301K
Net Calls
+$4.2M
Net Calls Change
-$4.32M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.28B
2
Holocene Advisors
Holocene Advisors
New York
$119M
3
CAM
Close Asset Management
United Kingdom
$56.2M
4
Citadel Advisors
Citadel Advisors
Florida
$218M
5
VNIM
Vaughan Nelson Investment Management
Texas
$83.5M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$183M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$744M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$502M
4
Invesco
Invesco
Georgia
$206M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
376
AE Wealth Management
Kansas
– -$279K -4,632 Closed
CSS
377
Cubist Systematic Strategies
Connecticut
– -$235K -3,890 Closed
CM
378
Capula Management
Cayman Islands
– -$234K -3,871 Closed
Rockefeller Capital Management
379
Rockefeller Capital Management
New York
– -$212K -3,538 Closed
VF
380
Virtu Financial
New York
– -$209K -3,470 Closed
LFP
381
Leeward Financial Partners
Washington
– -$203K -3,363 Closed
VCA
382
Verdence Capital Advisors
Maryland
– -$201K -3,323 Closed
BAM
383
Belpointe Asset Management
Nevada
– -$140K -2,322 Closed
SFM
384
Systematic Financial Management
New Jersey
– -$105K -1,743 Closed
Twin Tree Management
385
Twin Tree Management
Texas
– -$43.7K -724 Closed
ST
386
Sageworth Trust
Pennsylvania
– -$37.5K -622 Closed
TCOV
387
Trust Company of Vermont
Vermont
– -$11.9K -198 Closed
SC
388
Schubert & Co
Texas
– -$7K -116 Closed
SFG
389
Steward Financial Group
Texas
– -$6K -111 Closed
TWA
390
TCI Wealth Advisors
Arizona
– -$4.47K -74 Closed
BTI
391
Blue Trust Inc
Georgia
– -$4K -63 Closed
MIA
392
Milestone Investment Advisors
Wisconsin
– -$2.72K -45 Closed
EI
393
Ellevest Inc
New York
– -$1.21K -20 Closed
2L
394
25 LLC
Missouri
– -$490 -8 Closed
KHC
395
Koesten Hirschmann & Crabtree
Kansas
– -$423 -7 Closed
12 13 14 15
16