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Performance Food Group

362 hedge funds and large institutions have $8.68B invested in Performance Food Group in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 118 increasing their positions, 123 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $9.19M | Put options by funds: $3.29M

98% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 40

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

32% more capital invested

Capital invested by funds: $6.57B → $8.68B (+$2.11B)

10% more funds holding

Funds holding: 329362 (+33)

4% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 123

2.02% less ownership

Funds ownership: 98.58%96.56% (-2%)

Holders
362
Holders Change
+33
Holders Change %
+10.03%
% of All Funds
5.82%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
79
Increased
118
Reduced
123
Closed
40
Calls
$9.19M
Puts
$3.29M
Net Calls
+$5.9M
Net Calls Change
+$41.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$900M +$23.8M +437,464 +3%
BlackRock
2
BlackRock
New York
$792M +$30.1M +552,980 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$777M -$14.5M -266,254 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$575M -$145M -2,663,239 -21%
Capital World Investors
5
Capital World Investors
California
$566M +$335M +6,140,789 +173%
ClearBridge Investments
6
ClearBridge Investments
New York
$303M -$13.8M -253,204 -5%
Morgan Stanley
7
Morgan Stanley
New York
$287M +$138M +2,536,638 +106%
JP Morgan Chase
8
JP Morgan Chase
New York
$273M +$13.7M +251,875 +6%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$270M -$12.2M -223,554 -5%
Invesco
10
Invesco
Georgia
$255M +$4.55M +83,439 +2%
State Street
11
State Street
Massachusetts
$246M +$6.04M +110,797 +3%
Jennison Associates
12
Jennison Associates
New York
$201M -$17.7M -325,430 -9%
GKIM
13
GW&K Investment Management
Massachusetts
$144M -$2.22M -40,685 -2%
Victory Capital Management
14
Victory Capital Management
Texas
$137M -$73.6M -1,350,668 -37%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$122M +$5.64M +103,438 +5%
N
16
Nuveen
North Carolina
$112M -$1.39M -25,471 -1%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$98.1M +$514K +9,430 +0.6%
Principal Financial Group
18
Principal Financial Group
Iowa
$95.8M -$715K -13,114 -0.8%
Norges Bank
19
Norges Bank
Norway
$89.7M +$4.42M +81,096 +6%
Citadel Advisors
20
Citadel Advisors
Florida
$87.3M -$130M -2,379,180 -61%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$87M -$1.86M -34,062 -2%
Charles Schwab
22
Charles Schwab
California
$85.2M +$248K +4,542 +0.3%
Macquarie Group
23
Macquarie Group
Australia
$83.2M -$11.1M -204,593 -13%
EC
24
Eminence Capital
New York
$77.7M -$13.8M -252,356 -16%
VNIM
25
Vaughan Nelson Investment Management
Texas
$72.7M +$20.7M +379,456 +44%

PFGC Hedge Fund Activity: Q4 2022 in Review

362 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q4 2022, worth a combined $8.68B — up 32% from $6.57B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new PFGC positions and 40 closed out — a net gain of 39 holders — while 118 added to existing stakes and 123 trimmed.

The largest buyer was Capital World Investors, adding an estimated $335M. The largest seller was Wellington Management Group, cutting an estimated $145M.

  • 362 institutional investors held Performance Food Group (PFGC) as of Q4 2022, up from 329 in Q3 2022.
  • Funds reported $8.68B of Performance Food Group stock for Q4 2022, up 32% quarter-over-quarter.
  • 79 funds opened new Performance Food Group positions in Q4 2022 and 40 closed out, a net change of +39 holders.
  • The largest Performance Food Group buyer in Q4 2022 was Capital World Investors, an estimated $335M added.
  • The largest Performance Food Group seller in Q4 2022 was Wellington Management Group, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2022.