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Penske Automotive Group

373 hedge funds and large institutions have $2.45B invested in Penske Automotive Group in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 129 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 47

1% more funds holding

Funds holding: 371373 (+2)

0.05% more ownership

Funds ownership: 24.03%24.08% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 129

5% less capital invested

Capital invested by funds: $2.59B → $2.45B (-$141M)

80% less call options, than puts

Call options by funds: $4.83M | Put options by funds: $24M

Holders
373
Holders Change
+2
Holders Change %
+0.54%
% of All Funds
4.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
53
Increased
125
Reduced
129
Closed
47
Calls
$4.83M
Puts
$24M
Net Calls
-$19.2M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
126
Bluesphere Advisors
Pennsylvania
$1.24M +$2.54K +16 +0.2%
FIM
127
Fruth Investment Management
Texas
$1.22M
KCM
128
Kendall Capital Management
Maryland
$1.18M -$274K -1,725 -18%
CPIG
129
Chicago Partners Investment Group
Illinois
$1.17M +$25.9K +163 +2%
Focus Partners Wealth
130
Focus Partners Wealth
Massachusetts
$1.16M -$48.5K -306 -4%
OSAM
131
O'Shaughnessy Asset Management
Connecticut
$1.14M -$79.3K -500 -6%
HSBC Holdings
132
HSBC Holdings
United Kingdom
$1.13M -$1.08M -6,835 -48%
TRSOTSOK
133
Teachers Retirement System of the State of Kentucky
Kentucky
$1.13M -$20.6K -130 -2%
CCA
134
Catalyst Capital Advisors
New York
$1.09M -$39K -246 -3%
YCM
135
Yousif Capital Management
Michigan
$1.09M -$33.5K -211 -3%
LTAS
136
Linden Thomas Advisory Services
North Carolina
$1.05M -$9.68K -61 -0.9%
PFSRSONJ
137
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.02M +$1.06M +6,707 New
PEAK6
138
PEAK6
Illinois
$1M +$1.04M +6,572 New
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$966K -$57.6K -363 -5%
AAM
140
Advisors Asset Management
Colorado
$961K -$534K -3,367 -35%
HighTower Advisors
141
HighTower Advisors
Illinois
$945K +$298K +1,880 +44%
FC
142
Farringdon Capital
United Kingdom
$944K +$982K +6,191 New
II
143
Inspire Investing
Idaho
$940K +$70.6K +445 +8%
Wealth Enhancement Advisory Services
144
Wealth Enhancement Advisory Services
Minnesota
$940K -$130K -817 -12%
Handelsbanken Fonder
145
Handelsbanken Fonder
Sweden
$917K -$175K -1,100 -15%
DAM
146
Diamant Asset Management
Connecticut
$902K
AIMCA
147
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$899K
AACP
148
Advantage Alpha Capital Partners
California
$887K -$88.4K -557 -9%
ASRS
149
Arizona State Retirement System
Arizona
$886K +$5.71K +36 +0.6%
Comerica Bank
150
Comerica Bank
Texas
$879K -$43.6K -275 -5%

PAG Hedge Fund Activity: Q4 2024 in Review

373 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Penske Automotive Group (PAG) for Q4 2024, worth a combined $2.45B — down 5.4% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new PAG positions and 47 closed out — a net gain of 6 holders — while 125 added to existing stakes and 129 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $48.5M. The largest seller was BlackRock, cutting an estimated $60.7M.

  • 373 institutional investors held Penske Automotive Group (PAG) as of Q4 2024, up from 371 in Q3 2024.
  • Funds reported $2.45B of Penske Automotive Group stock for Q4 2024, down 5.4% quarter-over-quarter.
  • 53 funds opened new Penske Automotive Group positions in Q4 2024 and 47 closed out, a net change of +6 holders.
  • The largest Penske Automotive Group buyer in Q4 2024 was Fidelity Investments, an estimated $48.5M added.
  • The largest Penske Automotive Group seller in Q4 2024 was BlackRock, an estimated $60.7M sold.

Based on aggregated 13F filings for Q4 2024.