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Performance Food Group

381 hedge funds and large institutions have $10.6B invested in Performance Food Group in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 150 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $24M | Put options by funds: $8.23M

44% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 41

20% more capital invested

Capital invested by funds: $8.89B → $10.6B (+$1.75B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

4% more funds holding

Funds holding: 368381 (+13)

2.27% more ownership

Funds ownership: 96.67%98.94% (+2.3%)

16% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 150

Holders
381
Holders Change
+13
Holders Change %
+3.53%
% of All Funds
5.55%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
59
Increased
126
Reduced
150
Closed
41
Calls
$24M
Puts
$8.23M
Net Calls
+$15.8M
Net Calls Change
+$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
76
Raymond James & Associates
Florida
$12.7M -$498K -8,104 -4%
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$12.1M -$779K -12,685 -7%
CS
78
Credit Suisse
Switzerland
$11.7M +$357K +5,817 +4%
AG
79
Algert Global
California
$11.6M -$282K -4,586 -3%
Barclays
80
Barclays
United Kingdom
$11.6M +$3.57M +58,075 +53%
VOYA Investment Management
81
VOYA Investment Management
Georgia
$11.6M -$447K -7,267 -4%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$11.5M -$456K -7,426 -4%
LIP
83
Lighthouse Investment Partners
Florida
$11.4M +$10.1M +165,000 New
Primecap Management
84
Primecap Management
California
$11.2M +$9.98M +162,400 New
CPC
85
Cookson Peirce & Co
Pennsylvania
$11.2M -$361K -5,878 -4%
AR
86
Advisory Research
Illinois
$11.1M -$2.51M -40,785 -20%
PAM
87
Panagora Asset Management
Massachusetts
$10.5M -$328K -5,338 -3%
Renaissance Technologies
88
Renaissance Technologies
New York
$9.68M -$3.58M -58,200 -29%
Bessemer Group
89
Bessemer Group
New Jersey
$9.49M -$410K -6,671 -5%
CFM
90
Coronation Fund Managers
South Africa
$9.42M +$421K +6,856 +5%
Daiwa Securities Group
91
Daiwa Securities Group
Japan
$9.39M +$2.05M +33,373 +33%
TPSF
92
Texas Permanent School Fund
Texas
$9.29M +$111K +1,804 +1%
BCIM
93
British Columbia Investment Management
British Columbia, Canada
$9.06M +$1.47M +24,000 +22%
Arrowstreet Capital
94
Arrowstreet Capital
Massachusetts
$8.64M -$698K -11,363 -8%
Boston Partners
95
Boston Partners
Massachusetts
$8.61M -$435K -7,084 -5%
TIM
96
Thompson Investment Management
Wisconsin
$8.52M -$795K -12,938 -9%
TCM
97
TimesSquare Capital Management
New York
$8.51M -$6.45M -104,900 -46%
AQR Capital Management
98
AQR Capital Management
Connecticut
$8.36M -$3.96M -64,429 -35%
AC
99
Armistice Capital
New York
$8.06M +$7.17M +116,616 New
SO
100
STRS Ohio
Ohio
$7.91M -$338K -5,495 -5%

PFGC Hedge Fund Activity: Q4 2023 in Review

381 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q4 2023, worth a combined $10.6B — up 20% from $8.89B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new PFGC positions and 41 closed out — a net gain of 18 holders — while 126 added to existing stakes and 150 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $224M. The largest seller was William Blair Investment Management, cutting an estimated $156M.

  • 381 institutional investors held Performance Food Group (PFGC) as of Q4 2023, up from 368 in Q3 2023.
  • Funds reported $10.6B of Performance Food Group stock for Q4 2023, up 20% quarter-over-quarter.
  • 59 funds opened new Performance Food Group positions in Q4 2023 and 41 closed out, a net change of +18 holders.
  • The largest Performance Food Group buyer in Q4 2023 was Morgan Stanley, an estimated $224M added.
  • The largest Performance Food Group seller in Q4 2023 was William Blair Investment Management, an estimated $156M sold.

Based on aggregated 13F filings for Q4 2023.