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Performance Food Group

247 hedge funds and large institutions have $6.26B invested in Performance Food Group in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 80 increasing their positions, 91 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more capital invested

Capital invested by funds: $4.47B → $6.26B (+$1.79B)

35% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 37

4% more funds holding

Funds holding: 237247 (+10)

0.14% more ownership

Funds ownership: 98.38%98.52% (+0.14%)

12% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 91

79% less call options, than puts

Call options by funds: $9.18M | Put options by funds: $44M

Holders
247
Holders Change
+10
Holders Change %
+4.22%
% of All Funds
4.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
50
Increased
80
Reduced
91
Closed
37
Calls
$9.18M
Puts
$44M
Net Calls
-$34.8M
Net Calls Change
-$36.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$871M -$6.79M -161,059 -0.9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$710M -$175M -4,164,365 -22%
Vanguard Group
3
Vanguard Group
Pennsylvania
$565M +$13.3M +315,770 +3%
BlackRock
4
BlackRock
New York
$464M +$27.5M +652,983 +7%
JP Morgan Chase
5
JP Morgan Chase
New York
$401M +$5.22M +123,916 +1%
Macquarie Group
6
Macquarie Group
Australia
$256M +$166M +3,929,564 +271%
Invesco
7
Invesco
Georgia
$231M +$69.3M +1,643,795 +51%
ClearBridge Investments
8
ClearBridge Investments
New York
$141M +$5.73M +135,940 +5%
Citadel Advisors
9
Citadel Advisors
Florida
$133M +$28.1M +666,916 +32%
State Street
10
State Street
Massachusetts
$125M -$121K -2,882 -0.1%
Goldman Sachs
11
Goldman Sachs
New York
$117M +$905K +21,467 +0.9%
Victory Capital Management
12
Victory Capital Management
Texas
$111M +$2.31M +54,848 +2%
N
13
Nuveen
North Carolina
$105M +$46.5M +1,104,158 +101%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$93.4M -$2.7M -63,968 -3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$92.5M +$4.63M +109,870 +6%
VNIM
16
Vaughan Nelson Investment Management
Texas
$84.2M -$16.5M -391,888 -18%
Jennison Associates
17
Jennison Associates
New York
$79.1M -$22.5M -533,146 -24%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$79.1M -$640K -15,181 -0.9%
GKIM
19
GW&K Investment Management
Massachusetts
$78.7M -$129K -3,054 -0.2%
Northern Trust
20
Northern Trust
Illinois
$73.6M -$1.39M -33,041 -2%
Norges Bank
21
Norges Bank
Norway
$72.8M -$19.8M -469,503 -23%
EIP
22
Epoch Investment Partners
New York
$63.9M -$27.8M -659,578 -33%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$62.4M -$24.3M -577,847 -31%
Charles Schwab
24
Charles Schwab
California
$62M +$911K +21,629 +2%
EVM
25
Eaton Vance Management
Massachusetts
$52.8M +$23.2M +550,012 +98%

PFGC Hedge Fund Activity: Q4 2020 in Review

247 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q4 2020, worth a combined $6.26B — up 40% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new PFGC positions and 37 closed out — a net gain of 13 holders — while 80 added to existing stakes and 91 trimmed.

The largest buyer was Macquarie Group, adding an estimated $166M. The largest seller was Fidelity Investments, cutting an estimated $175M.

  • 247 institutional investors held Performance Food Group (PFGC) as of Q4 2020, up from 237 in Q3 2020.
  • Funds reported $6.26B of Performance Food Group stock for Q4 2020, up 40% quarter-over-quarter.
  • 50 funds opened new Performance Food Group positions in Q4 2020 and 37 closed out, a net change of +13 holders.
  • The largest Performance Food Group buyer in Q4 2020 was Macquarie Group, an estimated $166M added.
  • The largest Performance Food Group seller in Q4 2020 was Fidelity Investments, an estimated $175M sold.

Based on aggregated 13F filings for Q4 2020.