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Performance Food Group
PFGC

Overview Fund Activity

436 hedge funds and large institutions have $9.9B invested in Performance Food Group in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 169 increasing their positions, 146 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+14
Holders Change %
+3.32%
% of All Funds
6.34%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
60
Increased
169
Reduced
146
Closed
41
Calls
$7.66M
Puts
$5.06M
Net Calls
+$2.6M
Net Calls Change
-$2.21M

Top Buyers

1
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$97.9M
2
Primecap Management
Primecap Management
California
$107M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$142M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$113M
5
Bank of America
Bank of America
North Carolina
$77.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$697M
2
Citadel Advisors
Citadel Advisors
Florida
$108M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$319M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$36.4M
5
LIP
Liontrust Investment Partners
United Kingdom
$3.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
401
CoreCap Advisors
Michigan
$5.69K +$1.32K +20 +30%
CTC
402
Central Trust Company
Missouri
$5.62K – – –
RS
403
Rakuten Securities
Japan
$5.62K +$5.62K +85 New
FFO
404
Fortitude Family Office
Arizona
$5.55K – – –
FHA
405
First Horizon Advisors
Tennessee
$5.42K – – –
PFBT
406
Parkside Financial Bank & Trust
Missouri
$5.16K +$5.16K +78 New
AWM
407
Avior Wealth Management
Nebraska
$5.02K – – –
FMII
408
Farmers & Merchants Investments Inc
Nebraska
$4.3K – – –
CFB
409
Cullen/Frost Bankers
Texas
$4.03K +$4.03K +61 New
SSB
410
Sandy Spring Bank
Maryland
$3.9K +$3.9K +59 New
EWA
411
EverSource Wealth Advisors
Alabama
$3.59K +$2.35K +34 +189%
SIC
412
Salem Investment Counselors
North Carolina
$3.44K – – –
JSAM
413
J. Safra Asset Management
New York
$3.37K +$3.37K +51 New
HI
414
Harbour Investments
Wisconsin
$3.24K +$793 +12 +32%
PWMG
415
Private Wealth Management Group
New Jersey
$3.11K +$66 +1 +2%
SC
416
Skylands Capital
Wisconsin
$2.91K – – –
SIC
417
SJS Investment Consulting
Ohio
$2.18K +$132 +2 +6%
CA
418
Continuum Advisory
Idaho
$2.05K – – –
PWA
419
Provenance Wealth Advisors
Florida
$1.59K – – –
JFGIW
420
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.39K +$1.39K +21 New
BAM
421
Bellevue Asset Management
Washington
$1.39K – – –
NRG
422
Nemes Rush Group
Michigan
$1.32K -$32.7K -494 -96%
CCM
423
Chilton Capital Management
Texas
$1.06K – – –
VNA
424
Valley National Advisers
Pennsylvania
$1K -$250 -5 -20%
CAL
425
Capital Advisors Ltd
Ohio
$1K +$385 +5 +63%
15 16
17
18 19