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Performance Food Group

237 hedge funds and large institutions have $4.47B invested in Performance Food Group in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 71 increasing their positions, 87 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 41

24% more call options, than puts

Call options by funds: $7.89M | Put options by funds: $6.36M

17% more capital invested

Capital invested by funds: $3.82B → $4.47B (+$654M)

5% more funds holding

Funds holding: 225237 (+12)

0.6% less ownership

Funds ownership: 98.97%98.38% (-0.6%)

18% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 87

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
237
Holders Change
+12
Holders Change %
+5.33%
% of All Funds
4.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
55
Increased
71
Reduced
87
Closed
41
Calls
$7.89M
Puts
$6.36M
Net Calls
+$1.53M
Net Calls Change
-$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
201
First Horizon Advisors
Tennessee
$54K
Millennium Management
202
Millennium Management
New York
$50.9K -$18.5M -575,466 -28%
AssetMark Inc
203
AssetMark Inc
California
$50K
PFGIA
204
Patriot Financial Group Insurance Agency
Massachusetts
$45K
PAM
205
Panagora Asset Management
Massachusetts
$24K -$38K -1,183 -63%
GWS
206
Glassman Wealth Services
Virginia
$21K +$3.79K +118 +24%
FHC
207
First Horizon Corporation
Tennessee
$21K +$19.5K +607 New
TCM
208
TD Capital Management
Tennessee
$20K
CIA
209
CSat Investment Advisory
Michigan
$19K +$2.15K +67 +14%
IRAG
210
Investment Research & Advisory Group
Georgia
$17K
CG
211
Cutler Group
California
$16K -$67.9K -2,111 -81%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$13K
PCG
213
Private Capital Group
Connecticut
$13K +$708 +22 +6%
SFS
214
Sowell Financial Services
Arkansas
$11K +$6.43K +200 +168%
PFBT
215
Parkside Financial Bank & Trust
Missouri
$11K +$10.6K +329 New
PFWA
216
Paces Ferry Wealth Advisors
Georgia
$10K +$9.23K +287 New
PA
217
Parallel Advisors
California
$8K -$7.78K -242 -50%
CFGS
218
Concourse Financial Group Securities
Alabama
$8K +$2.41K +75 +50%
NNP
219
Nachman Norwood & Parrott
South Carolina
$8K +$7.4K +230 New
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
$7K
QCG
221
Quadrant Capital Group
Ohio
$7K
HR
222
Howe & Rusling
New York
$7K +$2.51K +78 +64%
IWP
223
IAG Wealth Partners
Wisconsin
$6K
LF
224
Lee Financial
Texas
$6K
FRA
225
Front Row Advisors
California
$3K -$96 -3 -4%

PFGC Hedge Fund Activity: Q3 2020 in Review

237 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q3 2020, worth a combined $4.47B — up 17% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new PFGC positions and 41 closed out — a net gain of 14 holders — while 71 added to existing stakes and 87 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $46.4M. The largest seller was BlackRock, cutting an estimated $27.6M.

  • 237 institutional investors held Performance Food Group (PFGC) as of Q3 2020, up from 225 in Q2 2020.
  • Funds reported $4.47B of Performance Food Group stock for Q3 2020, up 17% quarter-over-quarter.
  • 55 funds opened new Performance Food Group positions in Q3 2020 and 41 closed out, a net change of +14 holders.
  • The largest Performance Food Group buyer in Q3 2020 was Victory Capital Management, an estimated $46.4M added.
  • The largest Performance Food Group seller in Q3 2020 was BlackRock, an estimated $27.6M sold.

Based on aggregated 13F filings for Q3 2020.