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Performance Food Group

423 hedge funds and large institutions have $11.1B invested in Performance Food Group in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 128 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 38

44% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $10.8M

11% more funds holding

Funds holding: 381423 (+42)

4% more capital invested

Capital invested by funds: $10.6B → $11.1B (+$423M)

3.61% less ownership

Funds ownership: 98.94%95.33% (-3.6%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

18% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 156

Holders
423
Holders Change
+42
Holders Change %
+11.02%
% of All Funds
6.09%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
82
Increased
128
Reduced
156
Closed
38
Calls
$15.6M
Puts
$10.8M
Net Calls
+$4.81M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
376
Parallel Advisors
California
$11.9K +$1.25K +17 +12%
VAG
377
VisionPoint Advisory Group
Texas
$11.8K -$515 -7 -4%
MPWT
378
MassMutual Private Wealth & Trust
Connecticut
$11.7K +$736 +10 +7%
FRA
379
Front Row Advisors
California
$11.6K +$11.4K +155 New
BBHC
380
Brown Brothers Harriman & Co
New York
$11.3K
SPIA
381
Steward Partners Investment Advisory
New York
$10.7K -$5.3K -72 -33%
Amundi
382
Amundi
France
$8.1K
IFAM
383
Institutional & Family Asset Management
Colorado
$7.91K -$147 -2 -2%
JWM
384
Janiczek Wealth Management
Colorado
$7.46K
JWA
385
JFS Wealth Advisors
Pennsylvania
$7.02K
SA
386
Scarborough Advisors
Maryland
$6.72K +$6.62K +90 New
OPTFSNA
387
Old Point Trust & Financial Services N A
Virginia
$6.57K +$6.48K +88 New
FFA
388
Farther Finance Advisors
California
$6.37K
CTC
389
Central Trust Company
Missouri
$6.34K
FFO
390
Fortitude Family Office
Arizona
$6.27K
FHA
391
First Horizon Advisors
Tennessee
$6.12K -$1.84K -25 -23%
AWM
392
Avior Wealth Management
Nebraska
$5.67K
CA
393
CoreCap Advisors
Michigan
$4.93K +$4.86K +66 New
FMII
394
Farmers & Merchants Investments Inc
Nebraska
$4.85K
FFA
395
Frazier Financial Advisors
Ohio
$4.7K +$4.64K +63 New
EC
396
EntryPoint Capital
New York
$4.25K +$4.2K +57 New
SIC
397
Salem Investment Counselors
North Carolina
$3.88K +$3.83K +52 New
MSG
398
Main Street Group
Virginia
$3.73K +$3.68K +50 New
PWMG
399
Private Wealth Management Group
New Jersey
$3.43K
SC
400
Skylands Capital
Wisconsin
$3.28K

PFGC Hedge Fund Activity: Q1 2024 in Review

423 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q1 2024, worth a combined $11.1B — up 4% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new PFGC positions and 38 closed out — a net gain of 44 holders — while 128 added to existing stakes and 156 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $69.2M. The largest seller was Morgan Stanley, cutting an estimated $209M.

  • 423 institutional investors held Performance Food Group (PFGC) as of Q1 2024, up from 381 in Q4 2023.
  • Funds reported $11.1B of Performance Food Group stock for Q1 2024, up 4% quarter-over-quarter.
  • 82 funds opened new Performance Food Group positions in Q1 2024 and 38 closed out, a net change of +44 holders.
  • The largest Performance Food Group buyer in Q1 2024 was Citadel Advisors, an estimated $69.2M added.
  • The largest Performance Food Group seller in Q1 2024 was Morgan Stanley, an estimated $209M sold.

Based on aggregated 13F filings for Q1 2024.