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Penske Automotive Group

243 hedge funds and large institutions have $1.65B invested in Penske Automotive Group in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 71 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $3.31M | Put options by funds: $1.28M

126% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 19

10% more funds holding

Funds holding: 220243 (+23)

1% more capital invested

Capital invested by funds: $1.64B → $1.65B (+$10.6M)

2.23% less ownership

Funds ownership: 42.33%40.1% (-2.2%)

13% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 82

Holders
243
Holders Change
+23
Holders Change %
+10.45%
% of All Funds
4.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
71
Reduced
82
Closed
19
Calls
$3.31M
Puts
$1.28M
Net Calls
+$2.03M
Net Calls Change
-$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DA
76
Denali Advisors
California
$2.11M
SFI
77
Susquehanna Fundamental Investments
Pennsylvania
$2.09M
Holocene Advisors
78
Holocene Advisors
New York
$2.04M -$346K -7,005 -15%
Mitsubishi UFJ Trust & Banking
79
Mitsubishi UFJ Trust & Banking
Japan
$2.03M -$34.5K -698 -2%
CSS
80
Cubist Systematic Strategies
Connecticut
$1.97M +$477K +9,641 +33%
BC
81
Brinker Capital
Pennsylvania
$1.82M -$26.9K -545 -1%
KIA
82
KCM Investment Advisors
California
$1.8M -$9.29K -188 -0.5%
ACM
83
AlphaCrest Capital Management
New York
$1.76M -$1.68M -34,061 -49%
AG
84
Algert Global
California
$1.75M +$1.73M +34,913 New
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$1.72M +$1.69M +34,174 New
Principal Financial Group
86
Principal Financial Group
Iowa
$1.67M -$81.6K -1,650 -5%
SEI Investments
87
SEI Investments
Pennsylvania
$1.67M -$270K -5,470 -14%
AIMCA
88
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.63M
Balyasny Asset Management
89
Balyasny Asset Management
Illinois
$1.6M +$1.58M +31,870 New
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$1.5M -$62.8K -1,270 -4%
HighTower Advisors
91
HighTower Advisors
Illinois
$1.39M -$3.73M -75,382 -73%
Nisa Investment Advisors
92
Nisa Investment Advisors
Missouri
$1.39M
Citigroup
93
Citigroup
New York
$1.33M +$89.6K +1,813 +7%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$1.28M +$674K +13,628 +113%
Barclays
95
Barclays
United Kingdom
$1.24M -$2.28M -46,115 -65%
QIM
96
Quantitative Investment Management
Virginia
$1.22M +$526K +10,646 +78%
KeyBank National Association
97
KeyBank National Association
Ohio
$1.21M +$22.2K +450 +2%
JG
98
Jefferies Group
New York
$1.14M +$338K +6,831 +43%
DCM
99
Dean Capital Management
Kansas
$1.12M +$65.3K +1,320 +6%
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$1.07M -$120K -2,429 -10%

PAG Hedge Fund Activity: Q4 2019 in Review

243 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Penske Automotive Group (PAG) for Q4 2019, worth a combined $1.65B — up 0.64% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new PAG positions and 19 closed out — a net gain of 24 holders — while 71 added to existing stakes and 82 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.6M. The largest seller was London Company of Virginia, cutting an estimated $57.3M.

  • 243 institutional investors held Penske Automotive Group (PAG) as of Q4 2019, up from 220 in Q3 2019.
  • Funds reported $1.65B of Penske Automotive Group stock for Q4 2019, up 0.64% quarter-over-quarter.
  • 43 funds opened new Penske Automotive Group positions in Q4 2019 and 19 closed out, a net change of +24 holders.
  • The largest Penske Automotive Group buyer in Q4 2019 was Morgan Stanley, an estimated $13.6M added.
  • The largest Penske Automotive Group seller in Q4 2019 was London Company of Virginia, an estimated $57.3M sold.

Based on aggregated 13F filings for Q4 2019.