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Penske Automotive Group

325 hedge funds and large institutions have $2.07B invested in Penske Automotive Group in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 81 increasing their positions, 136 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 38

2% more funds holding

Funds holding: 318325 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.16% less ownership

Funds ownership: 31.74%29.58% (-2.2%)

11% less capital invested

Capital invested by funds: $2.32B → $2.07B (-$253M)

16% less call options, than puts

Call options by funds: $22.8M | Put options by funds: $27.1M

40% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 136

Holders
325
Holders Change
+7
Holders Change %
+2.2%
% of All Funds
5.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
53
Increased
81
Reduced
136
Closed
38
Calls
$22.8M
Puts
$27.1M
Net Calls
-$4.29M
Net Calls Change
+$35.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
301
Schubert & Co
Texas
$5.17K +$570 +5 +13%
TFGT
302
TS Financial Group (TSFG)
Illinois
$5K +$114 +1 +2%
BWM
303
BerganKDV Wealth Management
Minnesota
$4.72K
SFG
304
Steward Financial Group
Texas
$4K +$3.99K +35 New
TC
305
Truvestments Capital
Florida
$3.91K +$3.88K +34 New
RA
306
Rise Advisors
New York
$2.94K +$114 +1 +4%
SIC
307
SJS Investment Consulting
Ohio
$2.87K -$4.33K -38 -60%
BIA
308
Bell Investment Advisors
California
$2.87K +$1.14K +10 +67%
PFBT
309
Parkside Financial Bank & Trust
Missouri
$2.41K
EARNEST Partners
310
EARNEST Partners
Georgia
$2.18K
DI
311
Disciplined Investments
Oklahoma
$2.07K -$228 -2 -10%
GWS
312
Glassman Wealth Services
Virginia
$1.61K +$228 +2 +17%
RFG
313
RFP Financial Group
Georgia
$1.61K +$1.6K +14 New
MSCM
314
McElhenny Sheffield Capital Management
Texas
$1.38K +$1.37K +12 New
CS
315
Comerica Securities
Michigan
$1.26K +$1.25K +11 New
AF
316
Advisornet Financial
Minnesota
$1.15K -$1.14K -10 -50%
EWA
317
EverSource Wealth Advisors
Alabama
$1.03K -$22.4K -196 -96%
MPWT
318
MassMutual Private Wealth & Trust
Connecticut
$1K
TFA
319
Transamerica Financial Advisors
Florida
$1K
ZB
320
Zions Bancorporation
Utah
$575 +$570 +5 New
LF
321
Lee Financial
Texas
$230
SWA
322
SOA Wealth Advisors
New York
$115
HI
323
Harbour Investments
Wisconsin
$115 +$114 +1 New
TWP
324
TFO Wealth Partners
Ohio
$113 +$228 +2 New
Aviva
325
Aviva
United Kingdom
-$2.96M -30,046 Closed

PAG Hedge Fund Activity: Q4 2022 in Review

325 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Penske Automotive Group (PAG) for Q4 2022, worth a combined $2.07B — down 11% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new PAG positions and 38 closed out — a net gain of 15 holders — while 81 added to existing stakes and 136 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $30.9M. The largest seller was American Century Companies, cutting an estimated $62.2M.

  • 325 institutional investors held Penske Automotive Group (PAG) as of Q4 2022, up from 318 in Q3 2022.
  • Funds reported $2.07B of Penske Automotive Group stock for Q4 2022, down 11% quarter-over-quarter.
  • 53 funds opened new Penske Automotive Group positions in Q4 2022 and 38 closed out, a net change of +15 holders.
  • The largest Penske Automotive Group buyer in Q4 2022 was D.E. Shaw & Co, an estimated $30.9M added.
  • The largest Penske Automotive Group seller in Q4 2022 was American Century Companies, an estimated $62.2M sold.

Based on aggregated 13F filings for Q4 2022.