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Performance Food Group

402 hedge funds and large institutions have $11.7B invested in Performance Food Group in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 142 increasing their positions, 172 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $6.25M

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

18% more capital invested

Capital invested by funds: $9.89B → $11.7B (+$1.8B)

0.39% less ownership

Funds ownership: 96.13%95.74% (-0.39%)

8% less funds holding

Funds holding: 436402 (-34)

17% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 172

48% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 65

Holders
402
Holders Change
-34
Holders Change %
-7.8%
% of All Funds
5.77%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
34
Increased
142
Reduced
172
Closed
65
Calls
$10.8M
Puts
$6.25M
Net Calls
+$4.55M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$1.7B +$7.93M +113,165 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.24B -$6.65M -94,919 -0.6%
BlackRock
3
BlackRock
New York
$1.09B -$5.13M -73,264 -0.5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.04B +$194M +2,773,547 +26%
ClearBridge Investments
5
ClearBridge Investments
New York
$436M -$27M -384,663 -6%
State Street
6
State Street
Massachusetts
$360M +$6.8M +97,069 +2%
JP Morgan Chase
7
JP Morgan Chase
New York
$299M +$28.1M +401,235 +12%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$295M -$74.7M -1,066,123 -22%
Morgan Stanley
9
Morgan Stanley
New York
$269M -$30.7M -438,793 -11%
Holocene Advisors
10
Holocene Advisors
New York
$234M +$50.7M +724,094 +32%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$203M +$2.55M +36,385 +1%
EC
12
Eminence Capital
New York
$196M +$7.09M +101,163 +4%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$167M -$1.04M -14,854 -0.7%
Primecap Management
14
Primecap Management
California
$164M +$33.1M +473,050 +29%
Citadel Advisors
15
Citadel Advisors
Florida
$162M +$30.5M +435,627 +27%
Norges Bank
16
Norges Bank
Norway
$152M +$8.93M +127,452 +7%
PCM
17
Palestra Capital Management
New York
$146M +$15.4M +219,616 +13%
BCPEMI
18
Bain Capital Public Equity Management II
Massachusetts
$143M +$24.5M +349,631 +24%
CAM
19
Close Asset Management
United Kingdom
$130M -$21.4M -305,091 -16%
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$126M -$6.87M -97,991 -6%
Jennison Associates
21
Jennison Associates
New York
$121M -$50.2M -716,280 -32%
Victory Capital Management
22
Victory Capital Management
Texas
$121M -$12.1M -172,258 -10%
Invesco
23
Invesco
Georgia
$120M -$137M -1,960,502 -56%
Principal Financial Group
24
Principal Financial Group
Iowa
$115M -$5.78M -82,428 -5%
GKIM
25
GW&K Investment Management
Massachusetts
$106M +$1.74M +24,791 +2%

PFGC Hedge Fund Activity: Q3 2024 in Review

402 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q3 2024, worth a combined $11.7B — up 18% from $9.89B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of PFGC and 34 opened new positions — a net loss of 31 holders — while 172 trimmed existing stakes and 142 added.

The largest buyer was Fidelity Investments, adding an estimated $194M. The largest seller was Invesco, cutting an estimated $137M.

  • 402 institutional investors held Performance Food Group (PFGC) as of Q3 2024, down from 436 in Q2 2024.
  • Funds reported $11.7B of Performance Food Group stock for Q3 2024, up 18% quarter-over-quarter.
  • 34 funds opened new Performance Food Group positions in Q3 2024 and 65 closed out, a net change of -31 holders.
  • The largest Performance Food Group buyer in Q3 2024 was Fidelity Investments, an estimated $194M added.
  • The largest Performance Food Group seller in Q3 2024 was Invesco, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2024.