We are live on ! Find out more
PAG icon

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
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$1.07M -$2.82K -57 -0.3%
LCM
102
Logan Capital Management
Pennsylvania
$1.06M -$31.9K -645 -3%
LBC
103
Lowe Brockenbrough & Co
Virginia
$1.03M
FHB
104
First Hawaiian Bank
Hawaii
$995K
RIM
105
Redwood Investment Management
Arizona
$990K +$975K +19,714 New
Macquarie Group
106
Macquarie Group
Australia
$989K
MCM
107
Mork Capital Management
California
$979K +$34.6K +700 +4%
OAM
108
Occidental Asset Management
California
$945K +$77.6K +1,569 +9%
MCM
109
Moon Capital Management
New York
$944K +$929K +18,800 New
WS
110
Wedbush Securities
California
$936K +$21.5K +435 +2%
RJFSA
111
Raymond James Financial Services Advisors
Florida
$879K +$243K +4,921 +39%
LPL Financial
112
LPL Financial
California
$875K -$23.7K -480 -3%
AllianceBernstein
113
AllianceBernstein
Tennessee
$859K +$74.2K +1,500 +10%
YMRC
114
Yorktown Management & Research Company
Virginia
$844K
SG Americas Securities
115
SG Americas Securities
New York
$830K +$250K +5,056 +44%
WCM
116
Weld Capital Management
New York
$752K +$741K +14,982 New
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$744K +$657K +13,281 +870%
WC
118
Wexford Capital
Florida
$703K +$692K +14,000 New
GIA
119
Gargoyle Investment Advisor
New Jersey
$696K -$619K -12,514 -47%
CG
120
Colony Group
Massachusetts
$694K -$43.1K -872 -6%
Janus Henderson Group
121
Janus Henderson Group
United Kingdom
$671K +$76.9K +1,555 +13%
LCM
122
Laurion Capital Management
New York
$663K +$653K +13,200 New
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$656K -$117K -2,364 -15%
HKAM
124
Horizon Kinetics Asset Management
New York
$656K -$65.9K -1,333 -9%
Stifel Financial
125
Stifel Financial
Missouri
$650K -$627K -12,690 -50%

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.