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Penske Automotive Group
PAG

326 hedge funds and large institutions have $2.57B invested in Penske Automotive Group in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 91 increasing their positions, 128 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $51.4M | Put options by funds: $17.2M

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

13% more capital invested

Capital invested by funds: $2.29B → $2.57B (+$286M)

2% more funds holding

Funds holding: 321 → 326 (+5)

0.79% more ownership

Funds ownership: 31.58% → 32.37% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

29% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 128

Holders
326
Holders Change
+5
Holders Change %
+1.56%
% of All Funds
5.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
57
Increased
91
Reduced
128
Closed
44
Calls
$51.4M
Puts
$17.2M
Net Calls
+$34.2M
Net Calls Change
+$19.7M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$33.7M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$21.2M
3
Norges Bank
Norges Bank
Norway
+$19.3M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
+$19.2M
5
Prudential Financial
Prudential Financial
New Jersey
+$18.8M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$36.3M
2
BAM
Burgundy Asset Management
Ontario, Canada
-$25.5M
3
First Trust Advisors
First Trust Advisors
Illinois
-$15.6M
4
LSV Asset Management
LSV Asset Management
Illinois
-$11M
5
CVA
Ceredex Value Advisors
Florida
-$10.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
301
Money Concepts Capital
Florida
$7K – – –
CFO
302
CVA Family Office
Colorado
$6K -$2.68K -25 -31%
SC
303
Schubert & Co
Texas
$6K +$3.54K +33 +165%
WPA
304
West Paces Advisors
Georgia
$5.13K – – –
MAM
305
Meeder Asset Management
Ohio
$5K -$1.39K -13 -22%
BWM
306
BerganKDV Wealth Management
Minnesota
$4K – – –
TFGT
307
TS Financial Group (TSFG)
Illinois
$4K – – –
SFG
308
Steward Financial Group
Texas
$4K +$5.04K +47 New
CCM
309
Covington Capital Management
California
$3K -$1.07K -10 -29%
RA
310
Rise Advisors
New York
$3K – – –
BIA
311
Bell Investment Advisors
California
$3K +$2.57K +24 New
Loomis, Sayles & Company
312
Loomis, Sayles & Company
Massachusetts
$2K -$3.75K -35 -65%
EARNEST Partners
313
EARNEST Partners
Georgia
$2K – – –
DI
314
Disciplined Investments
Oklahoma
$2K +$536 +5 +29%
PFBT
315
Parkside Financial Bank & Trust
Missouri
$2K +$643 +6 +55%
BTI
316
Blue Trust Inc
Georgia
$2K +$2.04K +19 New
SCM
317
Segantii Capital Management
Hong Kong
$1.31K +$1.34M +12,500 New
AWM
318
Atticus Wealth Management
Florida
$1K – – –
GWS
319
Glassman Wealth Services
Virginia
$1K – – –
HNB
320
Huntington National Bank
Ohio
$1K – – –
TFA
321
Transamerica Financial Advisors
Florida
$1K +$107 +1 New
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$1K +$214 +2 +18%
AF
323
Advisornet Financial
Minnesota
$1K +$429 +4 +200%
FGAM
324
Financial Gravity Asset Management
Texas
$255 +$20.7K +193 +26%
CVA
325
Ceredex Value Advisors
Florida
– -$10.2M -108,908 Closed
11 12
13
14 15

PAG Hedge Fund Activity: Q2 2022 in Review

326 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Penske Automotive Group (PAG) for Q2 2022, worth a combined $2.57B — up 13% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new PAG positions and 44 closed out — a net gain of 13 holders — while 91 added to existing stakes and 128 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $33.7M. The largest seller was American Century Companies, cutting an estimated $36.3M.

  • 326 institutional investors held Penske Automotive Group (PAG) as of Q2 2022, up from 321 in Q1 2022.
  • Funds reported $2.57B of Penske Automotive Group stock for Q2 2022, up 13% quarter-over-quarter.
  • 57 funds opened new Penske Automotive Group positions in Q2 2022 and 44 closed out, a net change of +13 holders.
  • The largest Penske Automotive Group buyer in Q2 2022 was Arrowstreet Capital, an estimated $33.7M added.
  • The largest Penske Automotive Group seller in Q2 2022 was American Century Companies, an estimated $36.3M sold.

Based on aggregated 13F filings for Q2 2022.