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Penske Automotive Group

243 hedge funds and large institutions have $1.65B invested in Penske Automotive Group in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 71 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $3.31M | Put options by funds: $1.28M

126% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 19

10% more funds holding

Funds holding: 220243 (+23)

1% more capital invested

Capital invested by funds: $1.64B → $1.65B (+$10.6M)

2.23% less ownership

Funds ownership: 42.33%40.1% (-2.2%)

13% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 82

Holders
243
Holders Change
+23
Holders Change %
+10.45%
% of All Funds
4.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
71
Reduced
82
Closed
19
Calls
$3.31M
Puts
$1.28M
Net Calls
+$2.03M
Net Calls Change
-$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WFMPM
226
Woodley Farra Manion Portfolio Management
Indiana
$6K +$5.93K +120 New
FHA
227
Flagship Harbor Advisors
Massachusetts
$5K
GWM
228
Geneos Wealth Management
Colorado
$5K
CFA
229
Carroll Financial Associates
North Carolina
$4K
TL
230
TrueWealth LLC
Georgia
$4K +$3.76K +76 New
SMFS
231
Squar Milner Financial Services
California
$4K +$4.84K +98 New
WOC
232
West Oak Capital
California
$3K
BCA
233
Berman Capital Advisors
Georgia
$3K +$49 +1 +1%
AIM
234
Anchor Investment Management
South Carolina
$2.51K +$2.47K +50 New
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$2K
ZB
236
Zions Bancorporation
Utah
$2K
EARNEST Partners
237
EARNEST Partners
Georgia
$1K
GI
238
Gradient Investments
Minnesota
$1K
MAM
239
Meeder Asset Management
Ohio
$1K
OPS
240
Orion Portfolio Solutions
Nebraska
$1K +$791 +16 New
TSW
241
Thompson Siegel & Walmsley
Virginia
$1K +$989 +20 New
TPCW
242
TD Private Client Wealth
New York
$352 +$346 +7 New
Hotchkis & Wiley Capital Management
243
Hotchkis & Wiley Capital Management
California
-$4.32M -91,460 Closed
Two Sigma Investments
244
Two Sigma Investments
New York
-$753K -15,918 Closed
Voloridge Investment Management
245
Voloridge Investment Management
Florida
-$704K -14,896 Closed
DTL
246
Dynamic Technology Lab
Singapore
-$575K -12,158 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
247
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$553K -11,700 Closed
CCIA
248
Campbell & Co Investment Adviser
Maryland
-$469K -9,930 Closed
SI
249
Stephens Inc
Arkansas
-$446K -9,434 Closed
CANY
250
Caxton Associates (New York)
New York
-$370K -7,830 Closed

PAG Hedge Fund Activity: Q4 2019 in Review

243 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Penske Automotive Group (PAG) for Q4 2019, worth a combined $1.65B — up 0.64% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new PAG positions and 19 closed out — a net gain of 24 holders — while 71 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.6M. The largest seller was London Company of Virginia, cutting an estimated $57.3M.

  • 243 institutional investors held Penske Automotive Group (PAG) as of Q4 2019, up from 220 in Q3 2019.
  • Funds reported $1.65B of Penske Automotive Group stock for Q4 2019, up 0.64% quarter-over-quarter.
  • 43 funds opened new Penske Automotive Group positions in Q4 2019 and 19 closed out, a net change of +24 holders.
  • The largest Penske Automotive Group buyer in Q4 2019 was Morgan Stanley, an estimated $13.6M added.
  • The largest Penske Automotive Group seller in Q4 2019 was London Company of Virginia, an estimated $57.3M sold.

Based on aggregated 13F filings for Q4 2019.