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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
HCM
176
Hutchinson Capital Management
California
$1.47M -$351K -6,000 -20%
OAM
177
Oppenheimer Asset Management
New York
$1.46M -$235K -4,021 -14%
MAM
178
Martingale Asset Management
Massachusetts
$1.36M +$1.32M +22,612 New
JMPWA
179
JP Morgan Private Wealth Advisors
California
$1.34M -$515K -8,808 -28%
P
180
&Partners
Tennessee
$1.33M
SOADOR
181
State of Alaska Department of Revenue
Alaska
$1.3M -$16.4K -280 -1%
Public Employees Retirement Association of Colorado
182
Public Employees Retirement Association of Colorado
Colorado
$1.28M
Federated Hermes
183
Federated Hermes
Pennsylvania
$1.2M -$204K -3,494 -15%
LCM
184
Legato Capital Management
California
$1.16M
VPIM
185
Vanguard Personalized Indexing Management
California
$1.16M +$91.8K +1,572 +9%
PAMS
186
Pictet Asset Management (Switzerland)
Switzerland
$1.1M +$20.9K +357 +2%
JCIA
187
Jackson Creek Investment Advisors
Colorado
$1.08M -$526 -9 -0.1%
GC
188
Guggenheim Capital
Illinois
$1.07M -$1.42M -24,291 -58%
KeyBank National Association
189
KeyBank National Association
Ohio
$1.05M -$345K -5,901 -25%
William Blair & Company
190
William Blair & Company
Illinois
$987K -$292K -5,000 -23%
Citigroup
191
Citigroup
New York
$949K -$1.15M -19,750 -56%
Osaic Holdings
192
Osaic Holdings
Arizona
$880K +$244K +4,174 +40%
Two Sigma Investments
193
Two Sigma Investments
New York
$869K +$327K +5,600 +64%
SAM
194
Securian Asset Management
Minnesota
$857K -$5.84K -100 -0.7%
Walleye Trading
195
Walleye Trading
New York
$847K +$79.7K +1,365 +11%
CGH
196
Crossmark Global Holdings
Texas
$833K +$807K +13,807 New
DT
197
Diversified Trust
Tennessee
$797K +$8.65K +148 +1%
IWS
198
Insight Wealth Strategies
California
$776K +$752K +12,868 New
CM
199
CastleKnight Management
New York
$724K +$701K +12,000 New
HFS
200
Hantz Financial Services
Michigan
$721K +$32.5K +556 +5%

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.