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
DAM
151
Diamant Asset Management
Connecticut
$367K
RJA
152
Raymond James & Associates
Florida
$361K +$29.9K +604 +9%
HAM
153
Highstreet Asset Management
Ontario, Canada
$345K +$340K +6,868 New
VOYA Investment Management
154
VOYA Investment Management
Georgia
$332K +$21.6K +437 +7%
OC
155
Oppenheimer & Co
New York
$330K -$5.93K -120 -2%
GAM
156
Gotham Asset Management
New York
$326K +$321K +6,493 New
URS
157
Utah Retirement Systems
Utah
$322K
PCMC
158
Paragon Capital Management (Colorado)
Colorado
$320K -$6.38K -129 -2%
SCM
159
Stevens Capital Management
Pennsylvania
$318K +$313K +6,339 New
Public Employees Retirement Association of Colorado
160
Public Employees Retirement Association of Colorado
Colorado
$296K
SRAM
161
Stone Ridge Asset Management
New York
$272K
IA
162
IFP Advisors
Florida
$261K -$58.4K -1,182 -19%
IRC
163
Investors Research Corp
Georgia
$254K -$14.8K -300 -6%
PAM
164
Panagora Asset Management
Massachusetts
$253K
ONB
165
Old National Bancorp
Indiana
$252K -$1.78K -36 -0.7%
Verition Fund Management
166
Verition Fund Management
Connecticut
$250K +$246K +4,980 New
State of Wisconsin Investment Board
167
State of Wisconsin Investment Board
Wisconsin
$243K
Renaissance Technologies
168
Renaissance Technologies
New York
$231K -$598K -12,100 -72%
CC
169
Centiva Capital
New York
$226K +$223K +4,503 New
ZCM
170
Zebra Capital Management
Connecticut
$223K -$39.4K -796 -15%
GCP
171
GSA Capital Partners
United Kingdom
$220K +$216K +4,378 New
AIA
172
Affinity Investment Advisors
California
$215K +$211K +4,275 New
D.E. Shaw & Co
173
D.E. Shaw & Co
New York
$209K -$530K -10,729 -72%
SFS
174
Sowell Financial Services
Arkansas
$209K +$176K +3,552 +581%
JMPWA
175
JP Morgan Private Wealth Advisors
California
$206K -$1.71M -34,664 -89%

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.