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Performance Food Group

411 hedge funds and large institutions have $13B invested in Performance Food Group in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 140 increasing their positions, 159 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more call options, than puts

Call options by funds: $55.5M | Put options by funds: $15.4M

37% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 38

11% more capital invested

Capital invested by funds: $11.7B → $13B (+$1.26B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2.61% more ownership

Funds ownership: 95.74%98.35% (+2.6%)

2% more funds holding

Funds holding: 402411 (+9)

12% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 159

Holders
411
Holders Change
+9
Holders Change %
+2.24%
% of All Funds
5.41%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
52
Increased
140
Reduced
159
Closed
38
Calls
$55.5M
Puts
$15.4M
Net Calls
+$40.2M
Net Calls Change
+$35.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
26
GW&K Investment Management
Massachusetts
$116M +$1.08M +12,777 +0.9%
Principal Financial Group
27
Principal Financial Group
Iowa
$113M -$10.3M -122,438 -8%
Charles Schwab
28
Charles Schwab
California
$103M +$2.27M +26,925 +2%
Northern Trust
29
Northern Trust
Illinois
$103M +$14.7M +174,300 +17%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$90.4M -$4.54M -53,790 -5%
SM
31
Sunriver Management
Connecticut
$77.1M -$1.7M -20,193 -2%
N
32
Nuveen
North Carolina
$75.1M +$28.6M +339,024 +62%
Macquarie Group
33
Macquarie Group
Australia
$71.8M -$3.01M -35,657 -4%
EARNEST Partners
34
EARNEST Partners
Georgia
$64.7M +$1.67M +19,779 +3%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$62.7M -$497K -5,887 -0.8%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$61M -$6.24M -73,958 -9%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$59.5M -$6.36M -75,381 -10%
Assenagon Asset Management
38
Assenagon Asset Management
Luxembourg
$54.7M +$31.3M +371,078 +135%
Bank of America
39
Bank of America
North Carolina
$52.2M -$38.6M -457,659 -43%
Goldman Sachs
40
Goldman Sachs
New York
$51.4M +$2.77M +32,879 +6%
UBS AM
41
UBS AM
Illinois
$50.2M +$1.61M +19,130 +3%
UBS Group
42
UBS Group
Switzerland
$47M +$35.3M +418,397 +304%
VNIM
43
Vaughan Nelson Investment Management
Texas
$45.4M -$2.05M -24,250 -4%
HMCP
44
Hook Mill Capital Partners
New York
$43M -$752K -8,912 -2%
PCC
45
Perry Creek Capital
New York
$42.7M -$14.6M -173,403 -26%
PCM
46
Palisade Capital Management
New Jersey
$41.3M -$661K -7,832 -2%
TCM
47
TimesSquare Capital Management
New York
$38.9M +$33.7M +399,430 +658%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$35.9M +$181K +2,148 +0.5%
Verition Fund Management
49
Verition Fund Management
Connecticut
$35.4M +$17M +201,963 +93%
FGP
50
Freestone Grove Partners
California
$35.3M +$35.2M +416,914 New

PFGC Hedge Fund Activity: Q4 2024 in Review

411 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q4 2024, worth a combined $13B — up 11% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PFGC positions and 38 closed out — a net gain of 14 holders — while 140 added to existing stakes and 159 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $200M. The largest seller was Morgan Stanley, cutting an estimated $112M.

  • 411 institutional investors held Performance Food Group (PFGC) as of Q4 2024, up from 402 in Q3 2024.
  • Funds reported $13B of Performance Food Group stock for Q4 2024, up 11% quarter-over-quarter.
  • 52 funds opened new Performance Food Group positions in Q4 2024 and 38 closed out, a net change of +14 holders.
  • The largest Performance Food Group buyer in Q4 2024 was Victory Capital Management, an estimated $200M added.
  • The largest Performance Food Group seller in Q4 2024 was Morgan Stanley, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2024.