PAG icon

Penske Automotive Group
PAG

Overview Fund Activity

250 hedge funds and large institutions have $2.35B invested in Penske Automotive Group in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 74 increasing their positions, 79 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
4.4%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
51
Increased
74
Reduced
79
Closed
37
Calls
$20.9M
Puts
$28.9M
Net Calls
-$7.97M
Net Calls Change
-$4.98M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$28M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$24.9M
3
PSP
Principal Street Partners
Tennessee
+$15.6M
4
First Trust Advisors
First Trust Advisors
Illinois
+$15.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$13.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$30.6M
2
FMI
Fiduciary Management Inc
Wisconsin
-$27.8M
3
Victory Capital Management
Victory Capital Management
Texas
-$26.8M
4
FA
Friess Associates
Delaware
-$19.4M
5
Northern Trust
Northern Trust
Illinois
-$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
226
Geneos Wealth Management
Colorado
$8K – – –
FHA
227
First Horizon Advisors
Tennessee
$8K +$6.06K +78 +312%
EFSCE
228
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
JWM
229
Janiczek Wealth Management
Colorado
$7K +$7K +84 New
AIC
230
Ameritas Investment Company
Nebraska
$6.5K +$6.5K +81 New
HI
231
Harbour Investments
Wisconsin
$6K +$6K +72 New
GWSG
232
GPS Wealth Strategies Group
Colorado
$6K +$6K +75 New
LC
233
Lindbrook Capital
California
$5K – – –
AIM
234
Anchor Investment Management
South Carolina
$4.01K – – –
CFD
235
Creative Financial Designs
Indiana
$4K – – –
CFO
236
CVA Family Office
Colorado
$4K +$4K +55 New
BWM
237
BerganKDV Wealth Management
Minnesota
$3K – – –
TWA
238
TCI Wealth Advisors
Arizona
$3K +$3K +33 New
Nisa Investment Advisors
239
Nisa Investment Advisors
Missouri
$2.22K +$337 +4,200 +18%
Fifth Third Bancorp
240
Fifth Third Bancorp
Ohio
$2K – – –
EARNEST Partners
241
EARNEST Partners
Georgia
$2K – – –
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
VCM
243
Versant Capital Management
Arizona
$1K -$3.09K -34 -76%
GWS
244
Glassman Wealth Services
Virginia
$1K +$222 +2 +29%
MPWT
245
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +11 New
FGAM
246
Financial Gravity Asset Management
Texas
$757 -$84 -1 -10%
SIS
247
Sound Income Strategies
Florida
$401 +$401 +5 New
AIG
248
American International Group
New York
$31 -$3 -32 -8%
FMI
249
Fiduciary Management Inc
Wisconsin
– -$27.8M -468,244 Closed
FA
250
Friess Associates
Delaware
– -$19.4M -326,953 Closed
8 9
10
11 12