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Performance Food Group

344 hedge funds and large institutions have $9.31B invested in Performance Food Group in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 123 increasing their positions, 135 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $3.25M

7% more capital invested

Capital invested by funds: $8.68B → $9.31B (+$622M)

2.17% more ownership

Funds ownership: 96.56%98.73% (+2.2%)

9% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 135

5% less funds holding

Funds holding: 362344 (-18)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

22% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 55

Holders
344
Holders Change
-18
Holders Change %
-4.97%
% of All Funds
5.48%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
43
Increased
123
Reduced
135
Closed
55
Calls
$11.8M
Puts
$3.25M
Net Calls
+$8.51M
Net Calls Change
+$2.62M
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
26
GW&K Investment Management
Massachusetts
$69M -$77.6M -1,327,943 -54%
Northern Trust
27
Northern Trust
Illinois
$68.2M +$697K +11,937 +1%
Macquarie Group
28
Macquarie Group
Australia
$62.4M -$22.8M -389,662 -27%
VNIM
29
Vaughan Nelson Investment Management
Texas
$59.7M -$14.9M -255,217 -20%
Franklin Resources
30
Franklin Resources
California
$56.1M +$380K +6,497 +0.7%
AIM
31
Artemis Investment Management
United Kingdom
$53.7M +$14.4M +245,881 +38%
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$46.5M +$16.7M +285,467 +59%
Holocene Advisors
33
Holocene Advisors
New York
$41.8M -$6.55M -112,198 -14%
SM
34
Sunriver Management
Connecticut
$39.3M +$3.72M +63,683 +11%
PCM
35
Palisade Capital Management
New Jersey
$39.2M +$467K +7,989 +1%
Marshall Wace
36
Marshall Wace
United Kingdom
$39.2M -$5.89M -100,792 -13%
Natixis Advisors
37
Natixis Advisors
Massachusetts
$37.5M +$47.9K +820 +0.1%
UBS AM
38
UBS AM
Illinois
$36.9M -$3.83M -65,541 -10%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$36M -$13.9M -237,541 -28%
Bank of America
40
Bank of America
North Carolina
$33.8M -$8.96M -153,415 -22%
Renaissance Technologies
41
Renaissance Technologies
New York
$31.9M -$8.56M -146,600 -22%
First Trust Advisors
42
First Trust Advisors
Illinois
$30.3M -$7.93M -135,735 -21%
Loomis, Sayles & Company
43
Loomis, Sayles & Company
Massachusetts
$29.8M -$107K -1,825 -0.4%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$28.2M -$2.22K -38 -0%
KCM
45
Kennedy Capital Management
Missouri
$26.7M -$830K -14,216 -3%
Goldman Sachs
46
Goldman Sachs
New York
$26.5M -$17.5M -300,110 -41%
Ameriprise
47
Ameriprise
Minnesota
$24.5M +$465K +7,959 +2%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$23.1M +$18.4M +314,923 +470%
Point72 Asset Management
49
Point72 Asset Management
Connecticut
$22.1M +$8.01M +137,159 +60%
CF
50
Cantor Fitzgerald
New York
$21.8M +$326K +5,576 +2%

PFGC Hedge Fund Activity: Q1 2023 in Review

344 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q1 2023, worth a combined $9.31B — up 7.2% from $8.68B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of PFGC and 43 opened new positions — a net loss of 12 holders — while 135 trimmed existing stakes and 123 added.

The largest buyer was Capital World Investors, adding an estimated $495M. The largest seller was Massachusetts Financial Services, cutting an estimated $96.3M.

  • 344 institutional investors held Performance Food Group (PFGC) as of Q1 2023, down from 362 in Q4 2022.
  • Funds reported $9.31B of Performance Food Group stock for Q1 2023, up 7.2% quarter-over-quarter.
  • 43 funds opened new Performance Food Group positions in Q1 2023 and 55 closed out, a net change of -12 holders.
  • The largest Performance Food Group buyer in Q1 2023 was Capital World Investors, an estimated $495M added.
  • The largest Performance Food Group seller in Q1 2023 was Massachusetts Financial Services, an estimated $96.3M sold.

Based on aggregated 13F filings for Q1 2023.