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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
TI
126
Trexquant Investment
Connecticut
$650K +$393K +7,955 +160%
JP Morgan Chase
127
JP Morgan Chase
New York
$614K +$95.3K +1,927 +19%
ARTA
128
A.R.T. Advisors
New York
$609K +$599K +12,117 New
ACI
129
AMP Capital Investors
Australia
$586K
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$581K +$95.6K +1,934 +20%
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$556K +$26.8K +542 +5%
Franklin Resources
132
Franklin Resources
California
$537K +$81.7K +1,653 +18%
Allianz Asset Management
133
Allianz Asset Management
Germany
$513K -$4.5K -91 -0.9%
T. Rowe Price Associates
134
T. Rowe Price Associates
Maryland
$510K +$69.3K +1,401 +16%
AW
135
Alpha Windward
Massachusetts
$491K -$5.69K -115 -1%
HF
136
HRT Financial
New York
$477K +$244K +4,937 +108%
Marshall Wace
137
Marshall Wace
United Kingdom
$477K +$469K +9,496 New
RCA
138
Rowland Carmichael Advisors
Arizona
$467K
FIM
139
Fruth Investment Management
Texas
$441K
SWM
140
SeaCrest Wealth Management
New York
$441K +$434K +8,785 New
PP
141
Paloma Partners
Connecticut
$439K +$432K +8,734 New
Ameriprise
142
Ameriprise
Minnesota
$436K -$939K -18,993 -69%
EHC
143
Everett Harris & Co
California
$425K -$7.42K -150 -2%
Treasurer of the State of North Carolina
144
Treasurer of the State of North Carolina
North Carolina
$409K -$1.48K -30 -0.4%
XK
145
Xact Kapitalforvaltning
Sweden
$408K
AIL
146
AGF Investments LLC
Ontario, Canada
$395K +$101K +2,050 +35%
AB
147
Amalgamated Bank
New York
$376K +$28.1K +568 +8%
ATC
148
Argent Trust Co
Tennessee
$371K -$7.51K -152 -2%
HWA
149
Heritage Way Advisors
Illinois
$369K -$890 -18 -0.2%
AG
150
Advisor Group
Arizona
$367K -$53.6K -1,085 -13%

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.