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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 %
YIH
251
Y-Intercept (HK)
Hong Kong
$267K +$267K +1,651 New
CGH
252
Crossmark Global Holdings
Texas
$263K +$31.5K +194 +14%
Cerity Partners
253
Cerity Partners
New York
$263K +$263K +1,622 New
IA
254
IFP Advisors
Florida
$260K – – –
Wealth Enhancement Advisory Services
255
Wealth Enhancement Advisory Services
Minnesota
$258K +$4.54K +28 +2%
State of Wisconsin Investment Board
256
State of Wisconsin Investment Board
Wisconsin
$257K -$52.8K -326 -17%
IRC
257
Investors Research Corp
Georgia
$255K – – –
KAS
258
Kestra Advisory Services
Texas
$254K +$21.4K +132 +9%
WWP
259
Walden Wealth Partners
Ohio
$253K – – –
SC
260
Savant Capital
Illinois
$253K +$2.27K +14 +0.9%
PCM
261
Prelude Capital Management
New York
$240K +$240K +1,481 New
MSRPS
262
Maryland State Retirement & Pension System
Maryland
$238K – – –
FIM
263
Freedom Investment Management
Connecticut
$233K -$37.8K -233 -14%
CA
264
Cetera Advisors
Colorado
$230K +$230K +1,422 New
DADC
265
D.A. Davidson & Co
Montana
$230K +$230K +1,417 New
AF
266
Allworth Financial
California
$225K – – –
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$225K +$8.26K +51 +4%
ECM
268
EMC Capital Management
Texas
$222K -$114K -702 -34%
BL
269
BFSG LLC
California
$217K -$36.3K -224 -14%
VA
270
Vident Advisory
Georgia
$215K +$215K +1,328 New
PCMC
271
Paragon Capital Management (Colorado)
Colorado
$205K +$973 +6 +0.5%
DC
272
Diametric Capital
Massachusetts
$205K +$205K +1,264 New
CI Investments Inc
273
CI Investments Inc
Ontario, Canada
$203K -$37.8K -234 -16%
KCM
274
Kornitzer Capital Management
Kansas
$202K – – –
GC
275
Guggenheim Capital
Illinois
$201K -$62.4K -385 -24%
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11
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