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Penske Automotive Group

321 hedge funds and large institutions have $2.29B invested in Penske Automotive Group in 2022 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 104 increasing their positions, 116 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $25.9M | Put options by funds: $11.3M

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

3% more funds holding

Funds holding: 313321 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.32% less ownership

Funds ownership: 31.9%31.58% (-0.32%)

10% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 116

15% less capital invested

Capital invested by funds: $2.68B → $2.29B (-$391M)

Holders
321
Holders Change
+8
Holders Change %
+2.56%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
51
Increased
104
Reduced
116
Closed
41
Calls
$25.9M
Puts
$11.3M
Net Calls
+$14.5M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$21K +$13.9K +137 +163%
HMS
277
Hanseatic Management Services
New Mexico
$20K +$21.8K +215 New
ACM
278
Aquatic Capital Management
Illinois
$19K +$20.2K +200 New
VFA
279
Valeo Financial Advisors
Indiana
$19K +$1.14M +11,216 New
SIC
280
Salem Investment Counselors
North Carolina
$15K
Koshinski Asset Management
281
Koshinski Asset Management
Illinois
$14.1K -$37K -366 -71%
NSIM
282
North Star Investment Management
Illinois
$14K
FMP
283
Financial Management Professionals
Texas
$12K
Lazard Asset Management
284
Lazard Asset Management
New York
$11K -$9.61K -95 -45%
SMG
285
Spectrum Management Group
Indiana
$11K
GRP
286
Global Retirement Partners
California
$11K +$10.4K +103 New
JWM
287
Janiczek Wealth Management
Colorado
$9K -$7.79K -77 -45%
TWA
288
TCI Wealth Advisors
Arizona
$9K -$708 -7 -7%
GWM
289
Geneos Wealth Management
Colorado
$9K
MSFP
290
Mark Sheptoff Financial Planning
Connecticut
$9K
GWSG
291
GPS Wealth Strategies Group
Colorado
$7K
CFO
292
CVA Family Office
Colorado
$7K +$2.53K +25 +45%
MAM
293
Meeder Asset Management
Ohio
$6K -$94.1K -930 -94%
ETC
294
Exchange Traded Concepts
Oklahoma
$6K -$17.3K -171 -73%
LC
295
Lindbrook Capital
California
$6K
EI
296
Ellevest Inc
New York
$6K +$4.45K +44 +259%
MCC
297
Money Concepts Capital
Florida
$6K +$6.17K +61 New
JWA
298
JFS Wealth Advisors
Pennsylvania
$5K +$3.14K +31 +119%
Loomis, Sayles & Company
299
Loomis, Sayles & Company
Massachusetts
$5K +$5.46K +54 New
WPA
300
West Paces Advisors
Georgia
$4.59K

PAG Hedge Fund Activity: Q1 2022 in Review

321 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Penske Automotive Group (PAG) for Q1 2022, worth a combined $2.29B — down 15% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PAG positions and 41 closed out — a net gain of 10 holders — while 104 added to existing stakes and 116 trimmed.

The largest buyer was American Century Companies, adding an estimated $23.7M. The largest seller was BlackRock, cutting an estimated $25.3M.

  • 321 institutional investors held Penske Automotive Group (PAG) as of Q1 2022, up from 313 in Q4 2021.
  • Funds reported $2.29B of Penske Automotive Group stock for Q1 2022, down 15% quarter-over-quarter.
  • 51 funds opened new Penske Automotive Group positions in Q1 2022 and 41 closed out, a net change of +10 holders.
  • The largest Penske Automotive Group buyer in Q1 2022 was American Century Companies, an estimated $23.7M added.
  • The largest Penske Automotive Group seller in Q1 2022 was BlackRock, an estimated $25.3M sold.

Based on aggregated 13F filings for Q1 2022.