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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
Truist Financial
76
Truist Financial
North Carolina
$12.7M -$375K -6,426 -3%
AR
77
Advisory Research
Illinois
$12.7M +$580K +9,923 +5%
SI
78
Scout Investments
Missouri
$12.6M -$145K -2,484 -1%
Walleye Capital
79
Walleye Capital
New York
$12.2M +$409K +7,006 +4%
BCIM
80
British Columbia Investment Management
British Columbia, Canada
$11.9M -$4.7M -80,400 -29%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$11.8M -$148K -2,531 -1%
MCM
82
Masterton Capital Management
New York
$11.1M +$5.25M +89,850 +95%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$11.1M +$1.55M +26,496 +17%
WBC
84
Westpac Banking Corp
Australia
$10.8M -$49.8K -852 -0.5%
CPC
85
Cookson Peirce & Co
Pennsylvania
$10.4M +$10M +171,987 New
PI
86
Putnam Investments
Massachusetts
$9.69M -$4.1M -70,204 -30%
TCM
87
TimesSquare Capital Management
New York
$9.59M -$1.99M -34,000 -18%
RJA
88
Raymond James & Associates
Florida
$9.27M +$494K +8,456 +6%
CS
89
Credit Suisse
Switzerland
$9.2M +$943K +16,150 +12%
SO
90
STRS Ohio
Ohio
$9.2M -$501K -8,575 -5%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$9.06M +$590K +10,100 +7%
TIM
92
Thompson Investment Management
Wisconsin
$8.59M +$108K +1,854 +1%
Neuberger Berman Group
93
Neuberger Berman Group
New York
$8.54M +$1.55M +26,468 +23%
TPSF
94
Texas Permanent School Fund
Texas
$8.45M +$2.07M +35,370 +34%
AG
95
Algert Global
California
$8.43M +$982K +16,803 +14%
ECM
96
ExodusPoint Capital Management
New York
$8.12M -$43K -736 -0.5%
MOACM
97
Mutual of America Capital Management
New York
$7.58M -$132K -2,259 -2%
CFM
98
Coronation Fund Managers
South Africa
$7.45M +$2.04M +34,901 +39%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.3M -$275K -4,716 -4%
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.14M -$478K -8,187 -6%

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.