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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
AC
176
AXQ Capital
New Jersey
$1.87M +$1.85M +25,078 New
X
177
Xponance
Pennsylvania
$1.86M -$30K -407 -2%
PCM
178
Penn Capital Management
Pennsylvania
$1.77M -$434K -5,903 -20%
Pacer Advisors
179
Pacer Advisors
Pennsylvania
$1.75M -$238K -3,233 -12%
M&T Bank
180
M&T Bank
New York
$1.7M -$159K -2,167 -9%
ZIM
181
Zacks Investment Management
Illinois
$1.69M +$243K +3,301 +17%
P
182
&Partners
Tennessee
$1.65M +$55K +747 +3%
HSA
183
Hussman Strategic Advisors
Maryland
$1.57M +$1.55M +21,000 New
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$1.51M -$907K -12,318 -38%
FC
185
FORA Capital
Florida
$1.49M -$260K -3,536 -15%
NRD
186
Nebula Research & Development
New York
$1.47M +$1.45M +19,750 New
I
187
InceptionR
California
$1.46M +$717K +9,741 +99%
YIH
188
Y-Intercept (HK)
Hong Kong
$1.46M +$1.44M +19,515 New
SA
189
Shilanski & Associates
Alaska
$1.45M -$36.7K -498 -3%
CAM
190
ClariVest Asset Management
California
$1.45M -$12.7K -173 -0.9%
ACM
191
Aquatic Capital Management
Illinois
$1.43M +$1.34M +18,200 +1,820%
Pictet Asset Management
192
Pictet Asset Management
Switzerland
$1.42M +$60.3K +820 +5%
BA
193
Bridgewater Advisors
New York
$1.41M +$1.39M +18,863 New
LCM
194
Legato Capital Management
California
$1.38M
Public Employees Retirement Association of Colorado
195
Public Employees Retirement Association of Colorado
Colorado
$1.33M -$85.2K -1,157 -6%
CI
196
CX Institutional
Indiana
$1.29M -$4.27M -58,000 -77%
Aberdeen Group
197
Aberdeen Group
United Kingdom
$1.28M -$53.2K -723 -4%
Prudential Financial
198
Prudential Financial
New Jersey
$1.26M -$994K -13,511 -44%
Federated Hermes
199
Federated Hermes
Pennsylvania
$1.25M +$54K +734 +5%
BP
200
BNP Paribas
France
$1.25M +$1.22M +16,641 New

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.