We are live on ! Find out more
PFGC icon

Performance Food Group

142 hedge funds and large institutions have $1.95B invested in Performance Food Group in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 39 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

377% more call options, than puts

Call options by funds: $3.38M | Put options by funds: $708K

54% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 39

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

2% more funds holding

Funds holding: 139142 (+3)

1.08% more ownership

Funds ownership: 77.96%79.04% (+1.1%)

1% more capital invested

Capital invested by funds: $1.93B → $1.95B (+$14.1M)

Holders
142
Holders Change
+3
Holders Change %
+2.16%
% of All Funds
3.53%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
33
Increased
60
Reduced
39
Closed
23
Calls
$3.38M
Puts
$708K
Net Calls
+$2.67M
Net Calls Change
+$2.42M
Name Holding Trade Value Shares
Change
Change in
Stake
IAM
26
Impax Asset Management
New Hampshire
$12.5M
FA
27
Friess Associates
Delaware
$11.7M +$11.4M +491,820 New
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$11.7M +$1.33M +57,199 +13%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$11.2M +$3.12M +134,705 +40%
FIM
30
Foresters Investment Management
New York
$11M +$10.7M +463,500 New
ACM
31
ADI Capital Management
New York
$10.2M +$2.32M +100,000 +30%
Two Sigma Investments
32
Two Sigma Investments
New York
$10.2M +$6.22M +268,092 +168%
PCM
33
Palisade Capital Management
New Jersey
$10.1M +$2.24M +96,630 +29%
LA
34
Lexington Advisors
New York
$9.32M -$14.8M -638,502 -62%
KI
35
Kalmar Investments
Delaware
$9.27M -$15.2M -657,415 -63%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$9.19M +$491K +21,179 +6%
TC
37
Tyvor Capital
Illinois
$9.1M +$6.35M +274,060 +253%
AAM
38
AMI Asset Management
California
$8.27M -$1.3M -55,882 -14%
Charles Schwab
39
Charles Schwab
California
$8.19M +$2.58M +111,195 +48%
TPCM
40
Three Peaks Capital Management
Colorado
$7.69M +$3.98M +171,782 +114%
HHC
41
Hutchin Hill Capital
New York
$7.27M +$5.15M +222,000 +266%
SEI Investments
42
SEI Investments
Pennsylvania
$7.05M +$569K +24,551 +9%
Bank of America
43
Bank of America
North Carolina
$6.95M +$123K +5,286 +2%
MWNA
44
Marshall Wace North America
New York
$6.87M +$6.63M +286,135 New
ARM
45
Adirondack Research & Management
New York
$5.5M +$4.32M +186,250 +416%
Wells Fargo
46
Wells Fargo
California
$4.74M +$1.71M +73,864 +59%
TCIM
47
TIAA CREF Investment Management
New York
$4.56M +$979K +42,223 +28%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$4.34M +$4.23M +182,393 New
AllianceBernstein
49
AllianceBernstein
Tennessee
$4.3M +$2.86M +123,330 +215%
UOC
50
UBS O'Connor
Illinois
$4.17M +$4.06M +175,000 New

PFGC Hedge Fund Activity: Q1 2017 in Review

142 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q1 2017, worth a combined $1.95B — up 0.73% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PFGC positions and 23 closed out — a net gain of 10 holders — while 60 added to existing stakes and 39 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $220M. The largest seller was Blackstone Inc, cutting an estimated $530M.

  • 142 institutional investors held Performance Food Group (PFGC) as of Q1 2017, up from 139 in Q4 2016.
  • Funds reported $1.95B of Performance Food Group stock for Q1 2017, up 0.73% quarter-over-quarter.
  • 33 funds opened new Performance Food Group positions in Q1 2017 and 23 closed out, a net change of +10 holders.
  • The largest Performance Food Group buyer in Q1 2017 was Fidelity Investments, an estimated $220M added.
  • The largest Performance Food Group seller in Q1 2017 was Blackstone Inc, an estimated $530M sold.

Based on aggregated 13F filings for Q1 2017.