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Performance Food Group

411 hedge funds and large institutions have $13B invested in Performance Food Group in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 140 increasing their positions, 159 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more call options, than puts

Call options by funds: $55.5M | Put options by funds: $15.4M

37% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 38

11% more capital invested

Capital invested by funds: $11.7B → $13B (+$1.26B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2.61% more ownership

Funds ownership: 95.74%98.35% (+2.6%)

2% more funds holding

Funds holding: 402411 (+9)

12% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 159

Holders
411
Holders Change
+9
Holders Change %
+2.24%
% of All Funds
5.41%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
52
Increased
140
Reduced
159
Closed
38
Calls
$55.5M
Puts
$15.4M
Net Calls
+$40.2M
Net Calls Change
+$35.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$1.85B +$13.3M +157,987 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.31B -$27.5M -325,862 -2%
BlackRock
3
BlackRock
New York
$1.15B -$32.8M -389,036 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.13B +$6.65M +78,855 +0.6%
ClearBridge Investments
5
ClearBridge Investments
New York
$416M -$55.1M -652,437 -12%
State Street
6
State Street
Massachusetts
$406M +$17.4M +206,457 +4%
Victory Capital Management
7
Victory Capital Management
Texas
$331M +$200M +2,371,818 +154%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$331M +$12.4M +147,080 +4%
JP Morgan Chase
9
JP Morgan Chase
New York
$311M -$10.8M -128,436 -3%
Holocene Advisors
10
Holocene Advisors
New York
$219M -$33.8M -400,835 -13%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$218M -$484K -5,732 -0.2%
EC
12
Eminence Capital
New York
$218M +$6.72M +79,591 +3%
Citadel Advisors
13
Citadel Advisors
Florida
$218M +$42.9M +507,881 +25%
Millennium Management
14
Millennium Management
New York
$202M +$137M +1,626,483 +213%
Point72 Asset Management
15
Point72 Asset Management
Connecticut
$179M +$42.1M +498,554 +31%
Primecap Management
16
Primecap Management
California
$178M +$426K +5,050 +0.2%
Morgan Stanley
17
Morgan Stanley
New York
$177M -$112M -1,333,046 -39%
BCPEMI
18
Bain Capital Public Equity Management II
Massachusetts
$176M +$21.4M +253,600 +14%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$176M -$4.39M -52,005 -2%
PCM
20
Palestra Capital Management
New York
$168M +$10.3M +122,338 +7%
Norges Bank
21
Norges Bank
Norway
$164M +$537K +6,367 +0.3%
Invesco
22
Invesco
Georgia
$145M +$15.4M +182,335 +12%
Jennison Associates
23
Jennison Associates
New York
$141M +$10.6M +125,532 +8%
CAM
24
Close Asset Management
United Kingdom
$140M
JCM
25
Junto Capital Management
New York
$119M +$95.8M +1,135,641 +420%

PFGC Hedge Fund Activity: Q4 2024 in Review

411 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Performance Food Group (PFGC) for Q4 2024, worth a combined $13B — up 11% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PFGC positions and 38 closed out — a net gain of 14 holders — while 140 added to existing stakes and 159 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $200M. The largest seller was Morgan Stanley, cutting an estimated $112M.

  • 411 institutional investors held Performance Food Group (PFGC) as of Q4 2024, up from 402 in Q3 2024.
  • Funds reported $13B of Performance Food Group stock for Q4 2024, up 11% quarter-over-quarter.
  • 52 funds opened new Performance Food Group positions in Q4 2024 and 38 closed out, a net change of +14 holders.
  • The largest Performance Food Group buyer in Q4 2024 was Victory Capital Management, an estimated $200M added.
  • The largest Performance Food Group seller in Q4 2024 was Morgan Stanley, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2024.