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Penske Automotive Group
PAG

Overview Fund Activity

361 hedge funds and large institutions have $2.85B invested in Penske Automotive Group in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 144 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-4
Holders Change %
-1.1%
% of All Funds
5.23%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
39
Increased
103
Reduced
144
Closed
43
Calls
$52.4M
Puts
$26.7M
Net Calls
+$25.6M
Net Calls Change
-$5.85M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$57.5M
2
BlackRock
BlackRock
New York
+$43M
3
Millennium Management
Millennium Management
New York
+$13.2M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$9.88M
5
ECM
ExodusPoint Capital Management
New York
+$7.89M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$71.3M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$32.9M
3
LSV Asset Management
LSV Asset Management
Illinois
-$12.4M
4
MPM
Meritage Portfolio Management
Kansas
-$10.8M
5
HW
Hancock Whitney
Mississippi
-$9.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOADOR
226
State of Alaska Department of Revenue
Alaska
$340K – – –
EI
227
Ethic Inc
New York
$335K -$8.91K -55 -3%
JIC
228
Johnson Investment Counsel
Ohio
$328K – – –
Financial Engines Advisors
229
Financial Engines Advisors
California
$326K +$326K +2,012 New
Walleye Trading
230
Walleye Trading
New York
$320K +$320K +1,974 New
DCM
231
Donaldson Capital Management
Indiana
$315K – – –
Pathstone Holdings
232
Pathstone Holdings
New Jersey
$312K +$42.8K +264 +16%
Truist Financial
233
Truist Financial
North Carolina
$311K -$1.1M -6,775 -78%
EWA
234
EP Wealth Advisors
California
$305K +$8.1K +50 +3%
PAM
235
Panagora Asset Management
Massachusetts
$301K – – –
MAM
236
Martingale Asset Management
Massachusetts
$299K – – –
QC
237
Quent Capital
New York
$296K – – –
MGIA
238
Moneta Group Investment Advisors
Missouri
$296K – – –
Allspring Global Investments
239
Allspring Global Investments
North Carolina
$292K -$1.66M -10,265 -85%
BEAM
240
Baker Ellis Asset Management
Washington
$292K – – –
US Bancorp
241
US Bancorp
Minnesota
$291K +$17.2K +106 +6%
ATPW
242
Ashton Thomas Private Wealth
Arizona
$287K -$467K -2,882 -62%
AWM
243
Apollon Wealth Management
South Carolina
$286K -$2.75K -17 -1%
SWP
244
Stratos Wealth Partners
Ohio
$286K -$187K -1,152 -39%
CC
245
Corton Capital
Ontario, Canada
$285K +$34.2K +211 +14%
Creative Planning
246
Creative Planning
Kansas
$283K -$592K -3,656 -68%
HCA
247
Hyperion Capital Advisors
New York
$279K +$279K +1,720 New
DCM
248
Delta Capital Management
New Jersey
$277K – – –
FRM
249
Fox Run Management
Connecticut
$270K -$638K -3,939 -70%
SAM
250
Securian Asset Management
Minnesota
$268K – – –
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