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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
Capstone Investment Advisors
401
Capstone Investment Advisors
New York
-$528K -8,965 Closed
SWP
402
Stratos Wealth Partners
Ohio
-$497K -8,441 Closed
PMEF
403
Point72 Middle East FZE
United Arab Emirates
-$487K -8,278 Closed
CC
404
Centiva Capital
New York
-$465K -7,901 Closed
CM
405
Capula Management
Cayman Islands
-$418K -7,100 Closed
BFM
406
Boothbay Fund Management
New York
-$403K -6,847 Closed
BC
407
Bridgefront Capital
Texas
-$278K -4,726 Closed
PCM
408
Prelude Capital Management
New York
-$247K -4,199 Closed
OR
409
Olympiad Research
Connecticut
-$241K -4,088 Closed
SOW
410
State of Wyoming
Wyoming
-$110K -1,877 Closed
UFF
411
USA Financial Formulas
Michigan
-$83.6K -1,420 Closed
CAS
412
Coppell Advisory Solutions
Texas
-$45.7K -783 Closed
BG
413
Bollard Group
Massachusetts
-$10K -164 Closed
CT
414
Clearstead Trust
Maine
-$9.54K -162 Closed
FRA
415
Front Row Advisors
California
-$7.95K -135 Closed
CSPIA
416
Cary Street Partners Investment Advisory
Virginia
-$7.06K -120 Closed
BAAM
417
Baker Avenue Asset Management
California
-$3.53K -60 Closed
MIA
418
Milestone Investment Advisors
Wisconsin
-$2.65K -45 Closed
GJIA
419
Glass Jacobson Investment Advisors
Maryland
-$1.71K -29 Closed
AW
420
Avion Wealth
Texas
-$1K -23 Closed
VCM
421
Versant Capital Management
Arizona
-$765 -13 Closed
SSG
422
Summit Securities Group
New York
+$123 +2 New
WIA
423
Wetzel Investment Advisors
Indiana
+$369 +6 New

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.