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Performance Food Group

423 hedge funds and large institutions have $11.1B invested in Performance Food Group in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 128 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 38

44% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $10.8M

11% more funds holding

Funds holding: 381423 (+42)

4% more capital invested

Capital invested by funds: $10.6B → $11.1B (+$423M)

3.61% less ownership

Funds ownership: 98.94%95.33% (-3.6%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

18% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 156

Holders
423
Holders Change
+42
Holders Change %
+11.02%
% of All Funds
6.09%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
82
Increased
128
Reduced
156
Closed
38
Calls
$15.6M
Puts
$10.8M
Net Calls
+$4.81M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
151
Russell Investments Group
United Kingdom
$2.87M -$224K -3,039 -7%
OPERF
152
Oregon Public Employees Retirement Fund
Oregon
$2.87M -$405K -5,500 -13%
SOMRS
153
State of Michigan Retirement System
Michigan
$2.85M +$66.2K +900 +2%
State of Tennessee, Department of Treasury
154
State of Tennessee, Department of Treasury
Tennessee
$2.76M -$2.06M -28,000 -43%
Corient Private Wealth
155
Corient Private Wealth
Florida
$2.7M -$13K -177 -0.5%
AAMU
156
AEGON Asset Management (UK)
United Kingdom
$2.66M -$80.4K -1,093 -3%
LFG
157
Larson Financial Group
Missouri
$2.65M -$34.4K -467 -1%
NMIMC
158
Northwestern Mutual Investment Management Company
Wisconsin
$2.59M +$6.33K +86 +0.2%
COPPSERS
159
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.57M +$6.04K +82 +0.2%
AIP
160
Ameritas Investment Partners
Nebraska
$2.56M
VIM
161
VELA Investment Management
Ohio
$2.54M -$102K -1,389 -4%
CAN
162
Cetera Advisor Networks
California
$2.39M +$1.72M +23,326 +270%
NMERB
163
New Mexico Educational Retirement Board
New Mexico
$2.38M
Deutsche Bank
164
Deutsche Bank
Germany
$2.34M +$164K +2,225 +8%
Zurich Cantonal Bank
165
Zurich Cantonal Bank
Switzerland
$2.32M -$150K -2,033 -6%
AI
166
Atria Investments
North Carolina
$2.18M +$951K +12,919 +79%
BCI
167
Brinker Capital Investments
Pennsylvania
$2.17M -$275K -3,740 -11%
OPS
168
Orion Portfolio Solutions
Nebraska
$2.17M -$275K -3,740 -11%
BEI
169
Benjamin Edwards Inc
Missouri
$2.16M +$584K +7,931 +38%
BNP Paribas Financial Markets
170
BNP Paribas Financial Markets
France
$2.09M -$196K -2,667 -9%
IWS
171
Insight Wealth Strategies
California
$1.94M -$113K -1,541 -6%
SFI
172
Susquehanna Fundamental Investments
Pennsylvania
$1.92M +$1.89M +25,700 New
ZB
173
Zions Bancorporation
Utah
$1.92M +$80K +1,087 +4%
MF
174
Magnetar Financial
Illinois
$1.91M +$1.89M +25,627 New
SGI
175
Summit Global Investments
Utah
$1.9M -$2.16M -29,404 -54%

PFGC Hedge Fund Activity: Q1 2024 in Review

423 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q1 2024, worth a combined $11.1B — up 4% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new PFGC positions and 38 closed out — a net gain of 44 holders — while 128 added to existing stakes and 156 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $69.2M. The largest seller was Morgan Stanley, cutting an estimated $209M.

  • 423 institutional investors held Performance Food Group (PFGC) as of Q1 2024, up from 381 in Q4 2023.
  • Funds reported $11.1B of Performance Food Group stock for Q1 2024, up 4% quarter-over-quarter.
  • 82 funds opened new Performance Food Group positions in Q1 2024 and 38 closed out, a net change of +44 holders.
  • The largest Performance Food Group buyer in Q1 2024 was Citadel Advisors, an estimated $69.2M added.
  • The largest Performance Food Group seller in Q1 2024 was Morgan Stanley, an estimated $209M sold.

Based on aggregated 13F filings for Q1 2024.