Penske Automotive Group
313 hedge funds and large institutions have $2.68B invested in Penske Automotive Group in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 77 increasing their positions, 121 reducing their positions, and 36 closing their positions.
83% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 36
9% more funds holding
Funds holding: 286 → 313 (+27)
0% more capital invested
Capital invested by funds: $2.66B → $2.68B (+$13.1M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.12% less ownership
Funds ownership: 33.02% → 31.9% (-1.1%)
16% less call options, than puts
Call options by funds: $12.3M | Put options by funds: $14.7M
36% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 121
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$20.7M |
| 2 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$12.4M |
| 3 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$10.6M |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$6.84M |
| 5 |
Walleye Capital
New York
|
+$6.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$34.5M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$27.5M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$21.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$16.4M |
| 5 |
Aristotle Capital Management
Los Angeles,
California
|
-$14.2M |
PAG Hedge Fund Activity: Q4 2021 in Review
313 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Penske Automotive Group (PAG) for Q4 2021, worth a combined $2.68B — up 0.49% from $2.66B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new PAG positions and 36 closed out — a net gain of 30 holders — while 77 added to existing stakes and 121 trimmed.
The largest buyer was BlackRock, adding an estimated $20.7M. The largest seller was Vanguard Group, cutting an estimated $34.5M.
- 313 institutional investors held Penske Automotive Group (PAG) as of Q4 2021, up from 286 in Q3 2021.
- Funds reported $2.68B of Penske Automotive Group stock for Q4 2021, up 0.49% quarter-over-quarter.
- 66 funds opened new Penske Automotive Group positions in Q4 2021 and 36 closed out, a net change of +30 holders.
- The largest Penske Automotive Group buyer in Q4 2021 was BlackRock, an estimated $20.7M added.
- The largest Penske Automotive Group seller in Q4 2021 was Vanguard Group, an estimated $34.5M sold.
Based on aggregated 13F filings for Q4 2021.