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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
SGI
176
Summit Global Investments
Utah
$1.99M -$28.4K -336 -1%
Pictet Asset Management
177
Pictet Asset Management
Switzerland
$1.97M +$189K +2,237 +11%
Pacer Advisors
178
Pacer Advisors
Pennsylvania
$1.93M +$4.39K +52 +0.2%
CP
179
CenterBook Partners
Connecticut
$1.92M -$2.52M -29,878 -57%
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$1.86M +$55.9K +663 +3%
LOAMU
181
Lombard Odier Asset Management (USA)
New York
$1.86M +$1.86M +22,000 New
IA
182
Icon Advisers
Colorado
$1.81M
Nomura Holdings
183
Nomura Holdings
Japan
$1.79M +$1.79M +21,228 New
X
184
Xponance
Pennsylvania
$1.73M +$143K +1,690 +9%
CI
185
CX Institutional
Indiana
$1.66M -$19K -225 -1%
M&T Bank
186
M&T Bank
New York
$1.6M +$18K +213 +1%
LCM
187
Legato Capital Management
California
$1.57M
BA
188
Bridgewater Advisors
New York
$1.55M -$68.8K -815 -4%
AI
189
Atria Investments
North Carolina
$1.53M -$77.9K -923 -5%
Aberdeen Group
190
Aberdeen Group
United Kingdom
$1.49M +$54.8K +649 +4%
QCM
191
Quantinno Capital Management
New York
$1.4M +$163K +1,937 +13%
VPIM
192
Vanguard Personalized Indexing Management
California
$1.36M +$47K +557 +4%
Neuberger Berman Group
193
Neuberger Berman Group
New York
$1.36M +$19.7K +233 +1%
Public Employees Retirement Association of Colorado
194
Public Employees Retirement Association of Colorado
Colorado
$1.35M -$61.9K -734 -4%
Federated Hermes
195
Federated Hermes
Pennsylvania
$1.25M -$57.5K -682 -4%
FCM
196
Fieldview Capital Management
Michigan
$1.14M +$1.13M +13,446 New
Creative Planning
197
Creative Planning
Kansas
$1.13M +$140K +1,658 +14%
NIMI
198
Natixis Investment Managers International
France
$1.1M +$3.8K +45 +0.3%
SPC
199
Spirepoint Private Client
Florida
$1.06M -$99.6K -1,181 -9%
SAM
200
Shell Asset Management
Netherlands
$1.04M -$1.01K -12 -0.1%

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.