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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
Mariner
201
Mariner
Kansas
$1.01M +$40.5K +480 +4%
SAM
202
Securian Asset Management
Minnesota
$996K -$28.6K -339 -3%
KIA
203
Knollwood Investment Advisory
Maryland
$993K
TI
204
Tidal Investments
Wisconsin
$990K -$20.9K -248 -2%
VI
205
Vestcor Inc
New Brunswick, Canada
$985K -$5.15K -61 -0.5%
OSAM
206
O'Shaughnessy Asset Management
Connecticut
$949K +$58K +687 +7%
GC
207
Guggenheim Capital
Illinois
$915K -$194K -2,303 -18%
FCT
208
First Community Trust
Iowa
$903K -$6.5K -77 -0.7%
PD
209
Point72 (DIFC)
United Arab Emirates
$901K -$2.17M -25,769 -71%
Prudential Financial
210
Prudential Financial
New Jersey
$900K -$672K -7,969 -43%
TRCT
211
Tower Research Capital (TRC)
New York
$897K +$508K +6,019 +131%
PAS
212
Park Avenue Securities
New York
$891K +$149K +1,763 +20%
USAA
213
United Services Automobile Association
Texas
$874K
BA
214
Bridgewater Associates
Connecticut
$848K -$426K -5,050 -34%
DWM
215
Dynasty Wealth Management
Florida
$834K -$49.9K -591 -6%
FHB
216
First Hawaiian Bank
Hawaii
$830K +$36.2K +429 +5%
II
217
Inspire Investing
Idaho
$814K +$813K +9,632 New
First Eagle Investment Management
218
First Eagle Investment Management
New York
$795K +$50.6K +600 +7%
HighTower Advisors
219
HighTower Advisors
Illinois
$765K +$81.4K +965 +12%
HFS
220
Hantz Financial Services
Michigan
$749K -$166K -1,965 -18%
NA
221
NewEdge Advisors
Louisiana
$699K +$68.8K +815 +11%
CMF
222
Counterpoint Mutual Funds
California
$695K +$693K +8,215 New
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
$693K -$65.5K -776 -9%
MSRPS
224
Maryland State Retirement & Pension System
Maryland
$690K -$48.1K -570 -7%
URS
225
Utah Retirement Systems
Utah
$685K

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.