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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
CCM
51
Candlestick Capital Management
Connecticut
$35M -$67.3M -797,597 -66%
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$31M -$6.64M -78,682 -18%
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$30.2M -$11.5M -135,812 -28%
SSA
54
Schonfeld Strategic Advisors
New York
$28.1M -$40.7K -482 -0.1%
Legal & General Group
55
Legal & General Group
United Kingdom
$27.8M +$52.7K +624 +0.2%
AC
56
Armistice Capital
New York
$27.1M +$5.89M +69,819 +28%
Swiss National Bank
57
Swiss National Bank
Switzerland
$25.9M +$236K +2,800 +0.9%
AIM
58
Artemis Investment Management
United Kingdom
$24.6M +$13.4M +159,325 +121%
Wells Fargo
59
Wells Fargo
California
$22.7M -$305K -3,610 -1%
First Trust Advisors
60
First Trust Advisors
Illinois
$22.6M +$8.36M +99,108 +59%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$22.2M -$1.59M -18,864 -7%
AAMU
62
AEGON Asset Management (UK)
United Kingdom
$22.2M -$1.49M -17,705 -6%
WCM Investment Management
63
WCM Investment Management
California
$22M -$214K -2,542 -1%
Voloridge Investment Management
64
Voloridge Investment Management
Florida
$22M -$22.3M -264,816 -50%
SGAM
65
Smith Group Asset Management
Texas
$21M +$171K +2,025 +0.8%
SEI Investments
66
SEI Investments
Pennsylvania
$20.9M -$2.8M -33,237 -12%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$20.3M -$133K -1,575 -0.7%
Loomis, Sayles & Company
68
Loomis, Sayles & Company
Massachusetts
$20.2M -$625K -7,409 -3%
LI
69
Leeward Investments
Massachusetts
$19.5M -$1.45M -17,199 -7%
Ameriprise
70
Ameriprise
Minnesota
$19.5M +$3.79M +44,924 +24%
Franklin Resources
71
Franklin Resources
California
$19.2M +$174K +2,064 +0.9%
AllianceBernstein
72
AllianceBernstein
Tennessee
$18.8M -$1.96M -23,247 -9%
Natixis Advisors
73
Natixis Advisors
Massachusetts
$18.1M -$670K -7,935 -4%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$17.4M -$26M -307,929 -60%
Raymond James Financial
75
Raymond James Financial
Florida
$16.8M +$16.8M +199,057 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.