We are live on ! Find out more
PAG icon

Penske Automotive Group

213 hedge funds and large institutions have $1.48B invested in Penske Automotive Group in 2020 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 54 increasing their positions, 76 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $4.53M

29% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 31

22% more capital invested

Capital invested by funds: $1.21B → $1.48B (+$270M)

4% more funds holding

Funds holding: 204213 (+9)

0.2% less ownership

Funds ownership: 38.89%38.69% (-0.2%)

29% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 76

Holders
213
Holders Change
+9
Holders Change %
+4.41%
% of All Funds
4.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
54
Reduced
76
Closed
31
Calls
$10.2M
Puts
$4.53M
Net Calls
+$5.69M
Net Calls Change
+$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
76
SEI Investments
Pennsylvania
$2.1M +$192K +4,137 +10%
Pacer Advisors
77
Pacer Advisors
Pennsylvania
$2.01M +$1.96M +42,233 New
WG
78
Winton Group
United Kingdom
$1.99M +$221K +4,759 +13%
Mitsubishi UFJ Trust & Banking
79
Mitsubishi UFJ Trust & Banking
Japan
$1.97M -$13.9K -300 -0.7%
UBS Group
80
UBS Group
Switzerland
$1.86M -$114K -2,454 -6%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$1.77M
CS
82
Credit Suisse
Switzerland
$1.77M -$232K -4,994 -12%
WAM
83
Wealthspire Advisors (Maryland)
Maryland
$1.56M -$2.09K -45 -0.1%
AIMCA
84
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.54M
Holocene Advisors
85
Holocene Advisors
New York
$1.51M -$1.07M -22,973 -42%
Hudson Bay Capital Management
86
Hudson Bay Capital Management
Connecticut
$1.43M +$1.39M +30,000 New
PGIM
87
Pacific Global Investment Management
California
$1.38M -$141K -3,028 -9%
EI
88
EDMP Inc
Florida
$1.38M -$30.6K -660 -2%
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$1.36M +$169K +3,632 +15%
DCM
90
Dean Capital Management
Kansas
$1.34M +$93.9K +2,023 +8%
LCM
91
Logan Capital Management
Pennsylvania
$1.29M +$262K +5,637 +26%
Nisa Investment Advisors
92
Nisa Investment Advisors
Missouri
$1.12M
SO
93
STRS Ohio
Ohio
$1.08M +$13.6K +293 +1%
Macquarie Group
94
Macquarie Group
Australia
$974K
MCM
95
Mork Capital Management
California
$929K
Principal Financial Group
96
Principal Financial Group
Iowa
$858K -$1.51M -32,543 -64%
HSBC Holdings
97
HSBC Holdings
United Kingdom
$845K -$514K -11,064 -39%
DA
98
Denali Advisors
California
$820K -$817K -17,600 -51%
KeyBank National Association
99
KeyBank National Association
Ohio
$808K -$306K -6,595 -28%
Ameriprise
100
Ameriprise
Minnesota
$772K +$753K +16,211 New

PAG Hedge Fund Activity: Q3 2020 in Review

213 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Penske Automotive Group (PAG) for Q3 2020, worth a combined $1.48B — up 22% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new PAG positions and 31 closed out — a net gain of 9 holders — while 54 added to existing stakes and 76 trimmed.

The largest buyer was Ensign Peak Advisors, adding an estimated $9.73M. The largest seller was Victory Capital Management, cutting an estimated $25.5M.

  • 213 institutional investors held Penske Automotive Group (PAG) as of Q3 2020, up from 204 in Q2 2020.
  • Funds reported $1.48B of Penske Automotive Group stock for Q3 2020, up 22% quarter-over-quarter.
  • 40 funds opened new Penske Automotive Group positions in Q3 2020 and 31 closed out, a net change of +9 holders.
  • The largest Penske Automotive Group buyer in Q3 2020 was Ensign Peak Advisors, an estimated $9.73M added.
  • The largest Penske Automotive Group seller in Q3 2020 was Victory Capital Management, an estimated $25.5M sold.

Based on aggregated 13F filings for Q3 2020.