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Performance Food Group

135 hedge funds and large institutions have $2.01B invested in Performance Food Group in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 28 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 28

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

11% more funds holding

Funds holding: 122135 (+13)

9.25% more ownership

Funds ownership: 69.7%78.95% (+9.3%)

0% more call options, than puts

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

7% less capital invested

Capital invested by funds: $2.15B → $2.01B (-$145M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
135
Holders Change
+13
Holders Change %
+10.66%
% of All Funds
3.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
31
Increased
59
Reduced
28
Closed
17
Calls
$2K
Puts
$2K
Net Calls
Net Calls Change
-$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$1.16B
Jennison Associates
2
Jennison Associates
New York
$84.4M -$4.55M -174,285 -5%
JP Morgan Chase
3
JP Morgan Chase
New York
$79.6M +$22.3M +856,294 +36%
Vanguard Group
4
Vanguard Group
Pennsylvania
$67.4M +$3.21M +122,924 +5%
BAMCO Inc
5
BAMCO Inc
New York
$47.4M
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$39M -$474K -18,170 -1%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$36.8M +$1.69M +64,625 +5%
LA
8
Lexington Advisors
New York
$32.3M
KI
9
Kalmar Investments
Delaware
$29.3M -$1.75M -67,065 -5%
TCM
10
TimesSquare Capital Management
New York
$27.8M +$178K +6,810 +0.6%
BIT
11
BlackRock Institutional Trust
California
$24.5M +$2.48M +95,113 +11%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$24.2M
BFA
13
BlackRock Fund Advisors
California
$23.7M +$1.64M +62,885 +7%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$22.4M +$2.87M +109,927 +14%
Victory Capital Management
15
Victory Capital Management
Texas
$21.6M +$22.7M +869,955 New
MFIMFI
16
Mesirow Financial Investment Management - Fixed Income
Illinois
$18.3M +$358K +13,705 +2%
Ameriprise
17
Ameriprise
Minnesota
$16.5M -$8.52M -326,672 -33%
State Street
18
State Street
Massachusetts
$14.7M +$317K +12,164 +2%
CS
19
Credit Suisse
Switzerland
$14M -$3.8M -145,490 -20%
FAM
20
Fred Alger Management
New York
$13.6M +$2.56M +98,034 +22%
O
21
OppenheimerFunds
New York
$13.2M +$286K +10,970 +2%
IAM
22
Impax Asset Management
New Hampshire
$11.7M
Northern Trust
23
Northern Trust
Illinois
$10.3M +$115K +4,393 +1%
AAM
24
AMI Asset Management
California
$9.67M +$10.2M +389,872 New
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$9.43M +$165K +6,340 +2%

PFGC Hedge Fund Activity: Q3 2016 in Review

135 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q3 2016, worth a combined $2.01B — down 6.7% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PFGC positions and 17 closed out — a net gain of 14 holders — while 59 added to existing stakes and 28 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $22.7M. The largest seller was Citadel Advisors, cutting an estimated $10.8M.

  • 135 institutional investors held Performance Food Group (PFGC) as of Q3 2016, up from 122 in Q2 2016.
  • Funds reported $2.01B of Performance Food Group stock for Q3 2016, down 6.7% quarter-over-quarter.
  • 31 funds opened new Performance Food Group positions in Q3 2016 and 17 closed out, a net change of +14 holders.
  • The largest Performance Food Group buyer in Q3 2016 was Victory Capital Management, an estimated $22.7M added.
  • The largest Performance Food Group seller in Q3 2016 was Citadel Advisors, an estimated $10.8M sold.

Based on aggregated 13F filings for Q3 2016.