Performance Food Group
PFGC
368 hedge funds and large institutions have $8.89B invested in Performance Food Group in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 131 increasing their positions, 143 reducing their positions, and 39 closing their positions.
33% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 39
15% more call options, than puts
Call options by funds: $11.1M | Put options by funds: $9.64M
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
3% more funds holding
Funds holding: 358 → 368 (+10)
3% less capital invested
Capital invested by funds: $9.19B → $8.89B (-$300M)
8% less repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 143
1.08% less ownership
Funds ownership: 97.76% → 96.67% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$53.2M |
| 2 |
Millennium Management
New York
|
+$48.6M |
| 3 |
CAM
Close Asset Management
London,
United Kingdom
|
+$30.3M |
| 4 |
EARNEST Partners
Atlanta,
Georgia
|
+$28.8M |
| 5 |
PCM
Palestra Capital Management
New York
|
+$27.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$137M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$126M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$29.7M |
| 4 |
Jennison Associates
New York
|
-$27.9M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
-$25.1M |
PFGC Hedge Fund Activity: Q3 2023 in Review
368 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q3 2023, worth a combined $8.89B — down 3.3% from $9.19B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new PFGC positions and 39 closed out — a net gain of 13 holders — while 131 added to existing stakes and 143 trimmed.
The largest buyer was ClearBridge Investments, adding an estimated $53.2M. The largest seller was Wellington Management Group, cutting an estimated $137M.
- 368 institutional investors held Performance Food Group (PFGC) as of Q3 2023, up from 358 in Q2 2023.
- Funds reported $8.89B of Performance Food Group stock for Q3 2023, down 3.3% quarter-over-quarter.
- 52 funds opened new Performance Food Group positions in Q3 2023 and 39 closed out, a net change of +13 holders.
- The largest Performance Food Group buyer in Q3 2023 was ClearBridge Investments, an estimated $53.2M added.
- The largest Performance Food Group seller in Q3 2023 was Wellington Management Group, an estimated $137M sold.
Based on aggregated 13F filings for Q3 2023.