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Penske Automotive Group
PAG

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

38% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 37

33% more capital invested

Capital invested by funds: $1.77B → $2.35B (+$575M)

5% more funds holding

Funds holding: 238 → 250 (+12)

0.9% less ownership

Funds ownership: 37.16% → 36.25% (-0.9%)

6% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 79

28% less call options, than puts

Call options by funds: $20.9M | Put options by funds: $28.9M

Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
4.39%
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

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$24.4M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$21.7M
3
PSP
Principal Street Partners
Tennessee
+$13.6M
4
First Trust Advisors
First Trust Advisors
Illinois
+$13.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$11.7M

Top Sellers

Rank Fund Capital Flow
1
FMI
Fiduciary Management Inc
Wisconsin
-$27.8M
2
Morgan Stanley
Morgan Stanley
New York
-$26.6M
3
Victory Capital Management
Victory Capital Management
Texas
-$23.4M
4
FA
Friess Associates
Delaware
-$19.4M
5
Northern Trust
Northern Trust
Illinois
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
276
Private Capital Group
Connecticut
– -$35K -586 Closed
JFGIW
277
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$17K -284 Closed
FMP
278
Financial Management Professionals
Texas
– -$10K -174 Closed
CCA
279
Childress Capital Advisors
Texas
– -$4K -70 Closed
ABC
280
Associated Banc-Corp
Wisconsin
– -$3K -56 Closed
ASN
281
Advisory Services Network
Georgia
– -$3K -43 Closed
PWPS
282
Pinnacle Wealth Planning Services
Ohio
– -$2K -38 Closed
SSWG
283
Seven Springs Wealth Group
Tennessee
– -$1K -25 Closed
VCG
284
Vantage Consulting Group
Virginia
– -$1K -17 Closed
RWA
285
Ropes Wealth Advisors
Massachusetts
– -$1K -12 Closed
MWP
286
Meridian Wealth Partners
Pennsylvania
– +$280 +4 New
8 9 10 11
12

PAG Hedge Fund Activity: Q1 2021 in Review

250 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Penske Automotive Group (PAG) for Q1 2021, worth a combined $2.35B — up 33% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PAG positions and 37 closed out — a net gain of 14 holders — while 74 added to existing stakes and 79 trimmed.

The largest buyer was American Century Companies, adding an estimated $24.4M. The largest seller was Fiduciary Management Inc, exiting entirely with an estimated $27.8M sold.

  • 250 institutional investors held Penske Automotive Group (PAG) as of Q1 2021, up from 238 in Q4 2020.
  • Funds reported $2.35B of Penske Automotive Group stock for Q1 2021, up 33% quarter-over-quarter.
  • 51 funds opened new Penske Automotive Group positions in Q1 2021 and 37 closed out, a net change of +14 holders.
  • The largest Penske Automotive Group buyer in Q1 2021 was American Century Companies, an estimated $24.4M added.
  • The largest Penske Automotive Group seller in Q1 2021 was Fiduciary Management Inc, an estimated $27.8M sold.

Based on aggregated 13F filings for Q1 2021.