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Performance Food Group
PFGC

Overview Fund Activity

422 hedge funds and large institutions have $11.1B invested in Performance Food Group in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 128 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+41
Holders Change %
+10.76%
% of All Funds
6.12%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
81
Increased
128
Reduced
156
Closed
38
Calls
$15.6M
Puts
$10.8M
Net Calls
+$4.81M
Net Calls Change
-$11M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$206M
2
BlackRock
BlackRock
New York
$1.05B
3
Invesco
Invesco
Georgia
$265M
4
Primecap Management
Primecap Management
California
$37.5M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$29.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$294M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$409M
3
SSA
Schonfeld Strategic Advisors
New York
$3.28M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$879M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$99.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
401
Venturi Wealth Management
Texas
$2.91K – – –
HI
402
Harbour Investments
Wisconsin
$2.76K +$1.05K +14 +61%
SIC
403
SJS Investment Consulting
Ohio
$2.32K +$75 +1 +3%
CA
404
Continuum Advisory
Idaho
$2.2K +$2.2K +31 New
BF
405
BOK Financial
Oklahoma
$2K +$2K +27 New
PWA
406
Provenance Wealth Advisors
Florida
$1.79K – – –
BAM
407
Bellevue Asset Management
Washington
$1.57K – – –
HI
408
Horizon Investments
North Carolina
$1.57K +$1.57K +21 New
EWA
409
EverSource Wealth Advisors
Alabama
$1.22K – – –
CCM
410
Chilton Capital Management
Texas
$1.2K – – –
AF
411
Advisornet Financial
Minnesota
$1.19K +$224 +3 +23%
CAL
412
Capital Advisors Ltd
Ohio
$1K – – –
VNA
413
Valley National Advisers
Pennsylvania
$1K +$200 +5 +25%
Kayne Anderson Rudnick Investment Management
414
Kayne Anderson Rudnick Investment Management
California
$896 – – –
DPW
415
DiNuzzo Private Wealth
Pennsylvania
$822 +$75 +1 +10%
HCP
416
Hexagon Capital Partners
Arkansas
$821 – – –
WIA
417
Wetzel Investment Advisors
Indiana
$408 – – –
TWP
418
TFO Wealth Partners
Ohio
$373 -$373 -5 -50%
BGAI
419
Bruce G. Allen Investments
Colorado
$299 – – –
RIL
420
Rothschild Investment LLC
Illinois
$149 – – –
TFM
421
TFC Financial Management
Massachusetts
$75 +$75 +1 New
QC
422
Quent Capital
New York
$4 -$4 – –
IP
423
Interval Partners
New York
– -$17.1M -246,914 Closed
WMSA
424
Weiss Multi-Strategy Advisers
New York
– -$13.3M -192,291 Closed
PAM
425
Panagora Asset Management
Massachusetts
– -$10.5M -152,414 Closed
15 16
17
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