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Performance Food Group
PFGC

Overview Fund Activity

436 hedge funds and large institutions have $9.9B invested in Performance Food Group in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 169 increasing their positions, 146 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+14
Holders Change %
+3.32%
% of All Funds
6.34%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
60
Increased
169
Reduced
146
Closed
41
Calls
$7.66M
Puts
$5.06M
Net Calls
+$2.6M
Net Calls Change
-$2.21M

Top Buyers

1
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$97.9M
2
Primecap Management
Primecap Management
California
$107M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$142M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$113M
5
Bank of America
Bank of America
North Carolina
$77.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$697M
2
Citadel Advisors
Citadel Advisors
Florida
$108M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$319M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$36.4M
5
LIP
Liontrust Investment Partners
United Kingdom
$3.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
376
Private Trust Company
Ohio
$14.7K -$66 -1 -0.4%
Mitsubishi UFJ Asset Management
377
Mitsubishi UFJ Asset Management
Japan
$14.6K – – –
PCWA
378
Pacific Capital Wealth Advisors
California
$13.9K +$13.9K +210 New
WTA
379
Washington Trust Advisors
Massachusetts
$12.7K -$926 -14 -7%
BIA
380
Bell Investment Advisors
California
$12.7K – – –
IA
381
IFP Advisors
Florida
$11.4K -$2.38K -36 -17%
HNB
382
Huntington National Bank
Ohio
$10.8K +$66 +1 +0.6%
WTC
383
WhitTier Trust Company
Nevada
$10.8K – – –
GRP
384
Global Retirement Partners
California
$10.6K – – –
BBHC
385
Brown Brothers Harriman & Co
New York
$10K – – –
DMBA
386
Deseret Mutual Benefit Administrators
Utah
$10K +$10K +152 New
SPIA
387
Steward Partners Investment Advisory
New York
$9.52K – – –
VWM
388
Venturi Wealth Management
Texas
$8.93K +$6.35K +96 +246%
FRA
389
Front Row Advisors
California
$8.86K -$1.39K -21 -14%
IFAM
390
Institutional & Family Asset Management
Colorado
$8.73K +$1.72K +26 +25%
ATPW
391
Ashton Thomas Private Wealth
Arizona
$8.46K +$8.46K +128 New
CA
392
Clearstead Advisors
Ohio
$8.2K +$8.2K +124 New
Amundi
393
Amundi
France
$7.66K – – –
JWM
394
Janiczek Wealth Management
Colorado
$6.61K – – –
FDCDDQ
395
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.61K +$6.61K +100 New
BTI
396
Blue Trust Inc
Georgia
$6.42K +$6.42K +86 New
JWA
397
JFS Wealth Advisors
Pennsylvania
$6.22K – – –
SA
398
Scarborough Advisors
Maryland
$5.95K – – –
OPTFSNA
399
Old Point Trust & Financial Services N A
Virginia
$5.82K – – –
UB
400
UMB Bank
Missouri
$5.82K +$2.98K +45 +105%
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