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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
UB
401
UMB Bank
Missouri
$3.21K +$3.17K +43 New
VWM
402
Venturi Wealth Management
Texas
$2.91K
HI
403
Harbour Investments
Wisconsin
$2.76K +$1.03K +14 +61%
SIC
404
SJS Investment Consulting
Ohio
$2.31K +$74 +1 +3%
CA
405
Continuum Advisory
Idaho
$2.2K +$2.28K +31 New
BF
406
BOK Financial
Oklahoma
$2K +$1.99K +27 New
PWA
407
Provenance Wealth Advisors
Florida
$1.79K
BAM
408
Bellevue Asset Management
Washington
$1.57K
HI
409
Horizon Investments
North Carolina
$1.57K +$1.55K +21 New
EWA
410
EverSource Wealth Advisors
Alabama
$1.22K
CCM
411
Chilton Capital Management
Texas
$1.2K
AF
412
Advisornet Financial
Minnesota
$1.19K +$221 +3 +23%
CAL
413
Capital Advisors Ltd
Ohio
$1K
VNA
414
Valley National Advisers
Pennsylvania
$1K +$368 +5 +25%
Kayne Anderson Rudnick Investment Management
415
Kayne Anderson Rudnick Investment Management
California
$896
DPW
416
DiNuzzo Private Wealth
Pennsylvania
$822 +$74 +1 +10%
HCP
417
Hexagon Capital Partners
Arkansas
$821
WIA
418
Wetzel Investment Advisors
Indiana
$408
TWP
419
TFO Wealth Partners
Ohio
$373 -$368 -5 -50%
BGAI
420
Bruce G. Allen Investments
Colorado
$299
RIL
421
Rothschild Investment LLC
Illinois
$149
TFM
422
TFC Financial Management
Massachusetts
$75 +$74 +1 New
QC
423
Quent Capital
New York
$4
IP
424
Interval Partners
New York
-$17.1M -246,914 Closed
WMSA
425
Weiss Multi-Strategy Advisers
New York
-$13.3M -192,291 Closed

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.