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Performance Food Group

381 hedge funds and large institutions have $10.6B invested in Performance Food Group in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 150 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $24M | Put options by funds: $8.23M

44% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 41

20% more capital invested

Capital invested by funds: $8.89B → $10.6B (+$1.75B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

4% more funds holding

Funds holding: 368381 (+13)

2.27% more ownership

Funds ownership: 96.67%98.94% (+2.3%)

16% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 150

Holders
381
Holders Change
+13
Holders Change %
+3.53%
% of All Funds
5.55%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
59
Increased
126
Reduced
150
Closed
41
Calls
$24M
Puts
$8.23M
Net Calls
+$15.8M
Net Calls Change
+$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$1.48B +$4.82M +78,481 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.1B -$877K -14,275 -0.1%
BlackRock
3
BlackRock
New York
$932M +$2.37M +38,608 +0.3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$879M +$16.4M +266,354 +2%
Morgan Stanley
5
Morgan Stanley
New York
$468M +$224M +3,648,076 +117%
ClearBridge Investments
6
ClearBridge Investments
New York
$448M +$8.37M +136,141 +2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$448M +$24.4M +397,114 +7%
State Street
8
State Street
Massachusetts
$307M +$10M +163,000 +4%
JP Morgan Chase
9
JP Morgan Chase
New York
$280M -$7.82M -127,320 -3%
Invesco
10
Invesco
Georgia
$219M -$32.8M -533,513 -14%
Holocene Advisors
11
Holocene Advisors
New York
$176M +$25.1M +408,035 +19%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$166M +$4.82M +78,412 +3%
Jennison Associates
13
Jennison Associates
New York
$159M +$8.05M +131,031 +6%
Point72 Asset Management
14
Point72 Asset Management
Connecticut
$152M +$109M +1,770,683 +414%
EC
15
Eminence Capital
New York
$138M -$461K -7,509 -0.4%
Victory Capital Management
16
Victory Capital Management
Texas
$137M +$4.02M +65,370 +3%
Citadel Advisors
17
Citadel Advisors
Florida
$126M +$17.3M +281,248 +18%
Norges Bank
18
Norges Bank
Norway
$120M +$6.32M +102,899 +6%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$116M +$8.46M +137,645 +9%
Principal Financial Group
20
Principal Financial Group
Iowa
$115M -$903K -14,699 -0.9%
CAM
21
Close Asset Management
United Kingdom
$108M +$7.62M +124,037 +9%
PCM
22
Palestra Capital Management
New York
$96.9M -$52.7M -857,367 -38%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$95.6M -$5.73M -93,193 -6%
Charles Schwab
24
Charles Schwab
California
$76.7M +$1.94M +31,587 +3%
Northern Trust
25
Northern Trust
Illinois
$74.8M +$2.25M +36,623 +4%

PFGC Hedge Fund Activity: Q4 2023 in Review

381 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q4 2023, worth a combined $10.6B — up 20% from $8.89B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new PFGC positions and 41 closed out — a net gain of 18 holders — while 126 added to existing stakes and 150 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $224M. The largest seller was William Blair Investment Management, cutting an estimated $156M.

  • 381 institutional investors held Performance Food Group (PFGC) as of Q4 2023, up from 368 in Q3 2023.
  • Funds reported $10.6B of Performance Food Group stock for Q4 2023, up 20% quarter-over-quarter.
  • 59 funds opened new Performance Food Group positions in Q4 2023 and 41 closed out, a net change of +18 holders.
  • The largest Performance Food Group buyer in Q4 2023 was Morgan Stanley, an estimated $224M added.
  • The largest Performance Food Group seller in Q4 2023 was William Blair Investment Management, an estimated $156M sold.

Based on aggregated 13F filings for Q4 2023.