We are live on ! Find out more
PFGC icon

Performance Food Group

402 hedge funds and large institutions have $11.7B invested in Performance Food Group in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 142 increasing their positions, 172 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $6.25M

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

18% more capital invested

Capital invested by funds: $9.89B → $11.7B (+$1.8B)

0.39% less ownership

Funds ownership: 96.13%95.74% (-0.39%)

8% less funds holding

Funds holding: 436402 (-34)

17% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 172

48% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 65

Holders
402
Holders Change
-34
Holders Change %
-7.8%
% of All Funds
5.77%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
34
Increased
142
Reduced
172
Closed
65
Calls
$10.8M
Puts
$6.25M
Net Calls
+$4.55M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
NIMI
201
Natixis Investment Managers International
France
$1.02M +$89.7K +1,280 +11%
SAM
202
Shell Asset Management
Netherlands
$964K +$862K +12,303 New
SAM
203
Securian Asset Management
Minnesota
$950K -$20.6K -294 -2%
TI
204
Tidal Investments
Wisconsin
$937K -$108K -1,538 -11%
KIA
205
Knollwood Investment Advisory
Maryland
$921K
VI
206
Vestcor Inc
New Brunswick, Canada
$918K -$73.1K -1,043 -8%
Creative Planning
207
Creative Planning
Kansas
$916K +$9.81K +140 +1%
Mariner
208
Mariner
Kansas
$897K -$11.3K -161 -1%
OSAM
209
O'Shaughnessy Asset Management
Connecticut
$859K +$15.8K +225 +2%
HFS
210
Hantz Financial Services
Michigan
$848K -$2.59K -37 -0.3%
FCT
211
First Community Trust
Iowa
$843K
Mitsubishi UFJ Trust & Banking
212
Mitsubishi UFJ Trust & Banking
Japan
$831K +$743K +10,609 New
PP
213
PDT Partners
New York
$821K -$417K -5,957 -36%
DWM
214
Dynasty Wealth Management
Florida
$820K -$33K -471 -4%
USAA
215
United Services Automobile Association
Texas
$810K -$111K -1,583 -13%
HIM
216
Hillsdale Investment Management
Ontario, Canada
$784K +$105K +1,500 +18%
SPA
217
Sherbrooke Park Advisers
New York
$754K -$952K -13,592 -59%
Two Sigma Advisers
218
Two Sigma Advisers
New York
$751K +$357K +5,100 +114%
FHB
219
First Hawaiian Bank
Hawaii
$736K +$231K +3,294 +54%
CL
220
Choreo LLC
Illinois
$726K +$49.5K +706 +8%
Allspring Global Investments
221
Allspring Global Investments
North Carolina
$709K +$118K +1,689 +23%
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$703K +$42.3K +603 +7%
First Eagle Investment Management
223
First Eagle Investment Management
New York
$690K -$288K -4,117 -32%
PAS
224
Park Avenue Securities
New York
$688K -$142K -2,027 -19%
MSRPS
225
Maryland State Retirement & Pension System
Maryland
$684K -$209K -2,976 -25%

PFGC Hedge Fund Activity: Q3 2024 in Review

402 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q3 2024, worth a combined $11.7B — up 18% from $9.89B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of PFGC and 34 opened new positions — a net loss of 31 holders — while 172 trimmed existing stakes and 142 added.

The largest buyer was Fidelity Investments, adding an estimated $194M. The largest seller was Invesco, cutting an estimated $137M.

  • 402 institutional investors held Performance Food Group (PFGC) as of Q3 2024, down from 436 in Q2 2024.
  • Funds reported $11.7B of Performance Food Group stock for Q3 2024, up 18% quarter-over-quarter.
  • 34 funds opened new Performance Food Group positions in Q3 2024 and 65 closed out, a net change of -31 holders.
  • The largest Performance Food Group buyer in Q3 2024 was Fidelity Investments, an estimated $194M added.
  • The largest Performance Food Group seller in Q3 2024 was Invesco, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2024.