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Performance Food Group

77 hedge funds and large institutions have $1.85B invested in Performance Food Group in 2016 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

4% more funds holding

Funds holding: 7477 (+3)

1% more capital invested

Capital invested by funds: $1.83B → $1.85B (+$25M)

0.47% more ownership

Funds ownership: 76.94%77.4% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

88% less call options, than puts

Call options by funds: $2K | Put options by funds: $16K

Holders
77
Holders Change
+3
Holders Change %
+4.05%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
26
Reduced
21
Closed
19
Calls
$2K
Puts
$16K
Net Calls
-$14K
Net Calls Change
+$134K
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$1.4B
BAMCO Inc
2
BAMCO Inc
New York
$44.6M +$3.13M +137,042 +8%
Jennison Associates
3
Jennison Associates
New York
$39.5M +$6.71M +293,980 +21%
LA
4
Lexington Advisors
New York
$39.2M
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$37.4M -$11.8M -517,560 -24%
JP Morgan Chase
6
JP Morgan Chase
New York
$34.7M +$5.2M +227,729 +18%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$33.8M +$13M +569,095 +65%
Vanguard Group
8
Vanguard Group
Pennsylvania
$32.7M +$5.4M +236,719 +20%
KI
9
Kalmar Investments
Delaware
$27.6M -$12.9M -563,695 -32%
Ameriprise
10
Ameriprise
Minnesota
$22.6M -$3.97M -173,800 -15%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$20.7M -$7.6M -333,200 -28%
RIM
12
RS Investment Management
California
$18.6M +$7.77M +340,472 +74%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$12.8M +$155K +6,779 +1%
BFA
14
BlackRock Fund Advisors
California
$9.21M -$404K -17,710 -4%
FAM
15
Fred Alger Management
New York
$8.5M -$2.53M -110,985 -23%
IAM
16
Impax Asset Management
New Hampshire
$6.76M +$6.6M +289,368 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$6.47M +$541K +23,732 +9%
HI
18
HBK Investments
Texas
$5.84M -$2.76M -121,100 -33%
State Street
19
State Street
Massachusetts
$5.33M +$193K +8,455 +4%
Norges Bank
20
Norges Bank
Norway
$4.62M +$4.52M +198,012 New
Northern Trust
21
Northern Trust
Illinois
$4.05M +$312K +13,656 +9%
BIT
22
BlackRock Institutional Trust
California
$3.5M +$929K +40,700 +37%
BPIM
23
Brant Point Investment Management
New York
$3.42M -$2.43M -106,400 -42%
TCIM
24
TIAA CREF Investment Management
New York
$1.98M +$657K +28,786 +51%
Wells Fargo
25
Wells Fargo
California
$1.85M +$495K +21,679 +38%

PFGC Hedge Fund Activity: Q1 2016 in Review

77 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q1 2016, worth a combined $1.85B — up 1.4% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PFGC positions and 19 closed out — a net gain of 3 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $13M. The largest seller was Kalmar Investments, cutting an estimated $12.9M.

  • 77 institutional investors held Performance Food Group (PFGC) as of Q1 2016, up from 74 in Q4 2015.
  • Funds reported $1.85B of Performance Food Group stock for Q1 2016, up 1.4% quarter-over-quarter.
  • 22 funds opened new Performance Food Group positions in Q1 2016 and 19 closed out, a net change of +3 holders.
  • The largest Performance Food Group buyer in Q1 2016 was Lord, Abbett & Co, an estimated $13M added.
  • The largest Performance Food Group seller in Q1 2016 was Kalmar Investments, an estimated $12.9M sold.

Based on aggregated 13F filings for Q1 2016.