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Performance Food Group
PFGC

Overview Fund Activity

410 hedge funds and large institutions have $13B invested in Performance Food Group in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 138 increasing their positions, 159 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+10
Holders Change %
+2.5%
% of All Funds
5.46%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
53
Increased
138
Reduced
159
Closed
38
Calls
$55.5M
Puts
$15.4M
Net Calls
+$40.2M
Net Calls Change
+$35.6M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$331M
2
Millennium Management
Millennium Management
New York
$202M
3
JCM
Junto Capital Management
New York
$119M
4
Citadel Advisors
Citadel Advisors
Florida
$218M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$179M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$177M
2
CCM
Candlestick Capital Management
Connecticut
$35M
3
ClearBridge Investments
ClearBridge Investments
New York
$416M
4
Bank of America
Bank of America
North Carolina
$52.2M
5
Holocene Advisors
Holocene Advisors
New York
$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
376
Farmers & Merchants Investments Inc
Nebraska
$5.33K – – –
LIS
377
Legacy Investment Solutions
Idaho
$5.19K +$851 +10 +20%
LWMI
378
Legacy Wealth Management (Idaho)
Idaho
$5.19K +$851 +10 +20%
MAM
379
Meeder Asset Management
Ohio
$4.74K -$423 -5 -8%
SIC
380
Salem Investment Counselors
North Carolina
$4.4K – – –
GM
381
GeoWealth Management
Illinois
$4.31K -$930 -11 -18%
AWM
382
Avior Wealth Management
Nebraska
$4.23K – – –
TPCW
383
TD Private Client Wealth
New York
$4.14K – – –
CA
384
CoreCap Advisors
Michigan
$4.06K -$85 -1 -2%
SC
385
Skylands Capital
Wisconsin
$3.72K – – –
BWL
386
Bogart Wealth LLC
Virginia
$3.72K +$3.72K +44 New
HI
387
Harbour Investments
Wisconsin
$3.38K +$1.1K +13 +48%
BF
388
BOK Financial
Oklahoma
$3.04K +$760 +9 +33%
MCM
389
MAI Capital Management
Ohio
$2.71K +$2.71K +32 New
HI
390
Horizon Investments
North Carolina
$2.28K +$2.28K +27 New
SIC
391
SJS Investment Consulting
Ohio
$2.2K -$592 -7 -21%
PWMG
392
Private Wealth Management Group
New Jersey
$2.03K -$1.95K -23 -49%
PWA
393
Provenance Wealth Advisors
Florida
$2.03K – – –
BAM
394
Bellevue Asset Management
Washington
$1.78K – – –
NRG
395
Nemes Rush Group
Michigan
$1.69K -$41.8K -494 -96%
DPW
396
DiNuzzo Private Wealth
Pennsylvania
$1.18K – – –
WA
397
WPG Advisers
Maryland
$1.1K +$1.1K +13 New
Kayne Anderson Rudnick Investment Management
398
Kayne Anderson Rudnick Investment Management
California
$1.02K – – –
CAL
399
Capital Advisors Ltd
Ohio
$1K – – –
GFPC
400
Global Financial Private Client
Florida
$676 +$676 +8 New
14 15
16
17 18