We are live on ! Find out more
PFGC icon

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
AQR Capital Management
101
AQR Capital Management
Connecticut
$8.1M -$3.57M -42,267 -31%
LPL Financial
102
LPL Financial
California
$7.99M +$2.13M +25,192 +37%
BCC
103
Bridge City Capital
Oregon
$7.99M +$584K +6,918 +8%
SO
104
STRS Ohio
Ohio
$7.96M +$1.35M +16,042 +21%
MWM
105
Moran Wealth Management
Florida
$7.92M +$3.35M +39,744 +74%
Citigroup
106
Citigroup
New York
$7.86M +$392K +4,647 +5%
SCM
107
Sterling Capital Management
North Carolina
$7.68M +$162K +1,921 +2%
CB
108
Commerce Bank
Missouri
$7.54M -$1.4M -16,638 -16%
MIM
109
MetLife Investment Management
New Jersey
$7.5M +$612K +7,254 +9%
Canada Life
110
Canada Life
Manitoba, Canada
$7.41M
Renaissance Technologies
111
Renaissance Technologies
New York
$7.24M -$2.41M -28,600 -25%
MCM
112
Masterton Capital Management
New York
$7.24M +$2.66M +31,500 +58%
Daiwa Securities Group
113
Daiwa Securities Group
Japan
$7.03M +$47.8K +566 +0.7%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$7.01M -$1.65M -19,552 -19%
Walleye Capital
115
Walleye Capital
New York
$6.99M -$731K -8,668 -9%
Boston Partners
116
Boston Partners
Massachusetts
$6.63M -$435K -5,151 -6%
AB
117
Amalgamated Bank
New York
$6.31M +$11.5K +136 +0.2%
Truist Financial
118
Truist Financial
North Carolina
$6.2M +$201K +2,382 +3%
SHA
119
Seneca House Advisors
Virginia
$6.18M -$1.07M -12,705 -15%
Janus Henderson Group
120
Janus Henderson Group
United Kingdom
$6.07M -$127K -1,500 -2%
Treasurer of the State of North Carolina
121
Treasurer of the State of North Carolina
North Carolina
$5.68M +$35.4K +420 +0.6%
AssetMark Inc
122
AssetMark Inc
California
$5.58M +$156K +1,850 +3%
Canada Pension Plan Investment Board
123
Canada Pension Plan Investment Board
Ontario, Canada
$5.36M
MAM
124
Martingale Asset Management
Massachusetts
$5.21M -$182K -2,157 -3%
GAM
125
Gotham Asset Management
New York
$5.11M -$136K -1,613 -3%

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.