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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
ICM
201
Ionic Capital Management
New York
$1.23M
PP
202
PDT Partners
New York
$1.22M -$74 -1 -0%
Nisa Investment Advisors
203
Nisa Investment Advisors
Missouri
$1.2M +$236K +3,209 +25%
SEC
204
Seven Eight Capital
New York
$1.18M +$1.17M +15,840 New
HSBC Holdings
205
HSBC Holdings
United Kingdom
$1.18M +$1.16M +15,796 New
QCM
206
Quantinno Capital Management
New York
$1.13M +$79K +1,074 +8%
GC
207
Guggenheim Capital
Illinois
$1.12M -$119K -1,618 -10%
VPIM
208
Vanguard Personalized Indexing Management
California
$1.06M -$309K -4,199 -23%
HIM
209
Hanlon Investment Management
New Jersey
$1.05M +$14.3K +194 +1%
Capstone Investment Advisors
210
Capstone Investment Advisors
New York
$1.03M +$1.02M +13,803 New
Neuberger Berman Group
211
Neuberger Berman Group
New York
$1.03M -$1.78M -24,157 -64%
SPC
212
Spirepoint Private Client
Florida
$1M +$989K +13,435 New
SAM
213
Securian Asset Management
Minnesota
$955K -$24.4K -331 -3%
GM
214
GeoWealth Management
Illinois
$953K +$939K +12,762 New
VI
215
Vestcor Inc
New Brunswick, Canada
$952K +$877K +11,915 +1,425%
SPS
216
Susquehanna Portfolio Strategies
Pennsylvania
$948K
PRC
217
Pearl River Capital
Michigan
$898K +$886K +12,037 New
USAA
218
United Services Automobile Association
Texas
$889K -$34.7K -471 -4%
BHCM
219
Brevan Howard Capital Management
Jersey
$889K -$220K -2,992 -20%
HFS
220
Hantz Financial Services
Michigan
$887K -$14.6K -198 -2%
Mariner
221
Mariner
Kansas
$877K -$51.7K -702 -6%
First Eagle Investment Management
222
First Eagle Investment Management
New York
$819K +$14.7K +200 +2%
MFS
223
Mirabella Financial Services
United Kingdom
$813K +$801K +10,884 New
SAM
224
Shell Asset Management
Netherlands
$813K +$68.2K +927 +8%
PAS
225
Park Avenue Securities
New York
$810K -$442 -6 -0.1%

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.