We are live on ! Find out more
PFGC icon

Performance Food Group

381 hedge funds and large institutions have $10.6B invested in Performance Food Group in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 150 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $24M | Put options by funds: $8.23M

44% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 41

20% more capital invested

Capital invested by funds: $8.89B → $10.6B (+$1.75B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

4% more funds holding

Funds holding: 368381 (+13)

2.27% more ownership

Funds ownership: 96.67%98.94% (+2.3%)

16% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 150

Holders
381
Holders Change
+13
Holders Change %
+3.53%
% of All Funds
5.55%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
59
Increased
126
Reduced
150
Closed
41
Calls
$24M
Puts
$8.23M
Net Calls
+$15.8M
Net Calls Change
+$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
376
Baystate Wealth Management
Massachusetts
$311 +$246 +4 New
BGAI
377
Bruce G. Allen Investments
Colorado
$277 +$246 +4 New
RIL
378
Rothschild Investment LLC
Illinois
$138 +$123 +2 New
M
379
MOTCO
Texas
$69
QC
380
Quent Capital
New York
$4
CF
381
Cantor Fitzgerald
New York
-$11.9M -202,061 Closed
SI
382
Scout Investments
Missouri
-$11.6M -197,174 Closed
CSS
383
Cubist Systematic Strategies
Connecticut
-$7.53M -128,004 Closed
TI
384
Trexquant Investment
Connecticut
-$6.05M -102,849 Closed
HF
385
HRT Financial
New York
-$5.14M -87,289 Closed
ECM
386
Element Capital Management
New York
-$5.13M -87,160 Closed
PI
387
PineBridge Investments
New York
-$3.34M -56,684 Closed
QT
388
Quantbot Technologies
New York
-$2.58M -43,911 Closed
ECM
389
ExodusPoint Capital Management
New York
-$2.12M -36,005 Closed
DTL
390
Dynamic Technology Lab
Singapore
-$1.52M -25,796 Closed
OTL
391
Oak Thistle LLC
New York
-$1.07M -18,146 Closed
MF
392
Magnetar Financial
Illinois
-$1.02M -17,276 Closed
SPA
393
Sherbrooke Park Advisers
New York
-$916K -15,556 Closed
FRM
394
Fox Run Management
Connecticut
-$873K -14,826 Closed
Assenagon Asset Management
395
Assenagon Asset Management
Luxembourg
-$867K -14,737 Closed
GCP
396
GSA Capital Partners
United Kingdom
-$669K -11,361 Closed
TCM
397
Teza Capital Management
Illinois
-$652K -11,071 Closed
William Blair & Company
398
William Blair & Company
Illinois
-$620K -10,537 Closed
EP
399
Edgestream Partners
New Jersey
-$579K -9,839 Closed
QCM
400
Qsemble Capital Management
New York
-$536K -9,100 Closed

PFGC Hedge Fund Activity: Q4 2023 in Review

381 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q4 2023, worth a combined $10.6B — up 20% from $8.89B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new PFGC positions and 41 closed out — a net gain of 18 holders — while 126 added to existing stakes and 150 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $224M. The largest seller was William Blair Investment Management, cutting an estimated $156M.

  • 381 institutional investors held Performance Food Group (PFGC) as of Q4 2023, up from 368 in Q3 2023.
  • Funds reported $10.6B of Performance Food Group stock for Q4 2023, up 20% quarter-over-quarter.
  • 59 funds opened new Performance Food Group positions in Q4 2023 and 41 closed out, a net change of +18 holders.
  • The largest Performance Food Group buyer in Q4 2023 was Morgan Stanley, an estimated $224M added.
  • The largest Performance Food Group seller in Q4 2023 was William Blair Investment Management, an estimated $156M sold.

Based on aggregated 13F filings for Q4 2023.