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Performance Food Group

411 hedge funds and large institutions have $13B invested in Performance Food Group in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 140 increasing their positions, 159 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more call options, than puts

Call options by funds: $55.5M | Put options by funds: $15.4M

37% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 38

11% more capital invested

Capital invested by funds: $11.7B → $13B (+$1.26B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2.61% more ownership

Funds ownership: 95.74%98.35% (+2.6%)

2% more funds holding

Funds holding: 402411 (+9)

12% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 159

Holders
411
Holders Change
+9
Holders Change %
+2.24%
% of All Funds
5.41%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
52
Increased
140
Reduced
159
Closed
38
Calls
$55.5M
Puts
$15.4M
Net Calls
+$40.2M
Net Calls Change
+$35.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AT
376
Avalon Trust
New Mexico
$5.5K +$5.49K +65 New
FMII
377
Farmers & Merchants Investments Inc
Nebraska
$5.33K
LIS
378
Legacy Investment Solutions
Idaho
$5.19K +$844 +10 +20%
LWMI
379
Legacy Wealth Management (Idaho)
Idaho
$5.19K +$844 +10 +20%
MAM
380
Meeder Asset Management
Ohio
$4.74K -$422 -5 -8%
SIC
381
Salem Investment Counselors
North Carolina
$4.4K
GM
382
GeoWealth Management
Illinois
$4.31K -$928 -11 -18%
AWM
383
Avior Wealth Management
Nebraska
$4.23K
TPCW
384
TD Private Client Wealth
New York
$4.14K
CA
385
CoreCap Advisors
Michigan
$4.06K -$84 -1 -2%
SC
386
Skylands Capital
Wisconsin
$3.72K
BWL
387
Bogart Wealth LLC
Virginia
$3.72K +$3.71K +44 New
HI
388
Harbour Investments
Wisconsin
$3.38K +$1.1K +13 +48%
BF
389
BOK Financial
Oklahoma
$3.04K +$759 +9 +33%
MCM
390
MAI Capital Management
Ohio
$2.71K +$2.7K +32 New
HI
391
Horizon Investments
North Carolina
$2.28K +$2.28K +27 New
SIC
392
SJS Investment Consulting
Ohio
$2.2K -$591 -7 -21%
PWMG
393
Private Wealth Management Group
New Jersey
$2.03K -$1.94K -23 -49%
PWA
394
Provenance Wealth Advisors
Florida
$2.03K
BAM
395
Bellevue Asset Management
Washington
$1.77K
NRG
396
Nemes Rush Group
Michigan
$1.69K -$41.7K -494 -96%
DPW
397
DiNuzzo Private Wealth
Pennsylvania
$1.18K
WA
398
WPG Advisers
Maryland
$1.1K +$1.1K +13 New
Kayne Anderson Rudnick Investment Management
399
Kayne Anderson Rudnick Investment Management
California
$1.01K
CAL
400
Capital Advisors Ltd
Ohio
$1K

PFGC Hedge Fund Activity: Q4 2024 in Review

411 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q4 2024, worth a combined $13B — up 11% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PFGC positions and 38 closed out — a net gain of 14 holders — while 140 added to existing stakes and 159 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $200M. The largest seller was Morgan Stanley, cutting an estimated $112M.

  • 411 institutional investors held Performance Food Group (PFGC) as of Q4 2024, up from 402 in Q3 2024.
  • Funds reported $13B of Performance Food Group stock for Q4 2024, up 11% quarter-over-quarter.
  • 52 funds opened new Performance Food Group positions in Q4 2024 and 38 closed out, a net change of +14 holders.
  • The largest Performance Food Group buyer in Q4 2024 was Victory Capital Management, an estimated $200M added.
  • The largest Performance Food Group seller in Q4 2024 was Morgan Stanley, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2024.