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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
SC
151
Shellback Capital
Massachusetts
$3.38M
CIC
152
Chase Investment Counsel
Virginia
$3.31M +$3.3M +39,142 New
BMSSC
153
B. Metzler seel. Sohn & Co
Germany
$3.27M
SOMRS
154
State of Michigan Retirement System
Michigan
$3.12M -$8.44K -100 -0.3%
Corient Private Wealth
155
Corient Private Wealth
Florida
$3.1M -$170K -2,020 -5%
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
$3.1M +$4.13K +49 +0.1%
Man Group
157
Man Group
United Kingdom
$3.06M -$2.53M -29,972 -45%
AI
158
Atom Investors
Texas
$3.04M +$3.04M +35,988 New
ZB
159
Zions Bancorporation
Utah
$3.02M +$524K +6,213 +21%
Kovitz Investment Group Partners
160
Kovitz Investment Group Partners
Illinois
$2.93M -$75.3K -893 -3%
NMIMC
161
Northwestern Mutual Investment Management Company
Wisconsin
$2.93M +$4.56K +54 +0.2%
COPPSERS
162
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.91M +$4.98K +59 +0.2%
Cetera Investment Advisers
163
Cetera Investment Advisers
Illinois
$2.74M +$31.1K +369 +1%
NMERB
164
New Mexico Educational Retirement Board
New Mexico
$2.7M
OPERF
165
Oregon Public Employees Retirement Fund
Oregon
$2.68M +$8.44K +100 +0.3%
AIP
166
Ameritas Investment Partners
Nebraska
$2.64M -$64.5K -764 -2%
DB
167
Danske Bank
Denmark
$2.46M +$69.1K +819 +3%
BNP Paribas Financial Markets
168
BNP Paribas Financial Markets
France
$2.44M -$9.9M -117,349 -80%
Mackenzie Financial
169
Mackenzie Financial
Ontario, Canada
$2.38M -$1.25M -14,821 -35%
LIP
170
Liontrust Investment Partners
United Kingdom
$2.25M -$1.8M -21,278 -44%
Deutsche Bank
171
Deutsche Bank
Germany
$2.15M -$471K -5,580 -18%
YIH
172
Y-Intercept (HK)
Hong Kong
$2.07M +$2.07M +24,538 New
P
173
&Partners
Tennessee
$2.04M +$78.6K +932 +4%
BCI
174
Brinker Capital Investments
Pennsylvania
$2M -$157K -1,865 -7%
OPS
175
Orion Portfolio Solutions
Nebraska
$2M -$157K -1,865 -7%

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.