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Performance Food Group

423 hedge funds and large institutions have $11.1B invested in Performance Food Group in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 128 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 38

44% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $10.8M

11% more funds holding

Funds holding: 381423 (+42)

4% more capital invested

Capital invested by funds: $10.6B → $11.1B (+$423M)

3.61% less ownership

Funds ownership: 98.94%95.33% (-3.6%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

18% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 156

Holders
423
Holders Change
+42
Holders Change %
+11.02%
% of All Funds
6.09%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
82
Increased
128
Reduced
156
Closed
38
Calls
$15.6M
Puts
$10.8M
Net Calls
+$4.81M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$1.61B +$7.38M +100,244 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.18B -$3.59M -48,742 -0.3%
BlackRock
3
BlackRock
New York
$1.05B +$42.5M +577,423 +4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$879M -$68.5M -930,677 -7%
ClearBridge Investments
5
ClearBridge Investments
New York
$470M -$14M -190,212 -3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$409M -$73.6M -999,802 -15%
State Street
7
State Street
Massachusetts
$337M +$5.13M +69,712 +2%
Morgan Stanley
8
Morgan Stanley
New York
$294M -$209M -2,838,298 -42%
JP Morgan Chase
9
JP Morgan Chase
New York
$281M -$20.8M -282,175 -7%
Invesco
10
Invesco
Georgia
$265M +$28.9M +392,729 +12%
Citadel Advisors
11
Citadel Advisors
Florida
$206M +$69.2M +939,998 +52%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$187M +$7.56M +102,753 +4%
Holocene Advisors
13
Holocene Advisors
New York
$175M -$13.9M -189,421 -7%
Jennison Associates
14
Jennison Associates
New York
$175M +$4.14M +56,242 +2%
EC
15
Eminence Capital
New York
$167M +$17.6M +239,412 +12%
Victory Capital Management
16
Victory Capital Management
Texas
$129M -$18.5M -251,460 -13%
CAM
17
Close Asset Management
United Kingdom
$126M +$9.84M +133,755 +9%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$125M +$295K +4,002 +0.2%
Principal Financial Group
19
Principal Financial Group
Iowa
$122M -$1.58M -21,405 -1%
Norges Bank
20
Norges Bank
Norway
$122M -$7.48M -101,575 -6%
Point72 Asset Management
21
Point72 Asset Management
Connecticut
$99.9M -$63.3M -859,821 -39%
PCM
22
Palestra Capital Management
New York
$98.6M -$5.9M -80,128 -6%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$92.8M -$10.3M -140,047 -10%
GKIM
24
GW&K Investment Management
Massachusetts
$89.9M +$9.34M +126,901 +12%
Charles Schwab
25
Charles Schwab
California
$85.2M +$2.34M +31,858 +3%

PFGC Hedge Fund Activity: Q1 2024 in Review

423 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q1 2024, worth a combined $11.1B — up 4% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new PFGC positions and 38 closed out — a net gain of 44 holders — while 128 added to existing stakes and 156 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $69.2M. The largest seller was Morgan Stanley, cutting an estimated $209M.

  • 423 institutional investors held Performance Food Group (PFGC) as of Q1 2024, up from 381 in Q4 2023.
  • Funds reported $11.1B of Performance Food Group stock for Q1 2024, up 4% quarter-over-quarter.
  • 82 funds opened new Performance Food Group positions in Q1 2024 and 38 closed out, a net change of +44 holders.
  • The largest Performance Food Group buyer in Q1 2024 was Citadel Advisors, an estimated $69.2M added.
  • The largest Performance Food Group seller in Q1 2024 was Morgan Stanley, an estimated $209M sold.

Based on aggregated 13F filings for Q1 2024.