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Penske Automotive Group
PAG

Overview Fund Activity

250 hedge funds and large institutions have $2.35B invested in Penske Automotive Group in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 74 increasing their positions, 79 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
4.4%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
51
Increased
74
Reduced
79
Closed
37
Calls
$20.9M
Puts
$28.9M
Net Calls
-$7.97M
Net Calls Change
-$4.98M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$28M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$24.9M
3
PSP
Principal Street Partners
Tennessee
+$15.6M
4
First Trust Advisors
First Trust Advisors
Illinois
+$15.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$13.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$30.6M
2
FMI
Fiduciary Management Inc
Wisconsin
-$27.8M
3
Victory Capital Management
Victory Capital Management
Texas
-$26.8M
4
FA
Friess Associates
Delaware
-$19.4M
5
Northern Trust
Northern Trust
Illinois
-$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSUF
176
People's United Financial
Connecticut
$241K +$241K +3,010 New
TWM
177
Tradition Wealth Management
Minnesota
$227K – – –
LPL Financial
178
LPL Financial
California
$226K +$226K +2,816 New
CIBC Private Wealth Group
179
CIBC Private Wealth Group
Georgia
$223K +$223K +2,779 New
SGA
180
Strategic Global Advisors
California
$223K +$223K +2,780 New
PCMC
181
Paragon Capital Management (Colorado)
Colorado
$220K +$220K +2,746 New
BNP Paribas Financial Markets
182
BNP Paribas Financial Markets
France
$217K -$1.71M -21,345 -89%
MSRPS
183
Maryland State Retirement & Pension System
Maryland
$216K +$216K +2,692 New
RJFSA
184
Raymond James Financial Services Advisors
Florida
$216K +$216K +2,693 New
MHS
185
M Holdings Securities
Oregon
$210K +$210K +2,617 New
LDFR
186
Lehman & Derafelo Financial Resources
Pennsylvania
$201K +$201K +2,500 New
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$181K +$181K +2,251 +56,275%
NIPH
188
NN Investment Partners Holdings
Netherlands
$144K +$144K +1,800 New
US Bancorp
189
US Bancorp
Minnesota
$139K +$805 +10 +0.6%
Bessemer Group
190
Bessemer Group
New Jersey
$136K – – –
AF
191
Allworth Financial
California
$132K – – –
IA
192
IFP Advisors
Florida
$127K -$109K -1,361 -46%
SIA
193
Sit Investment Associates
Minnesota
$120K – – –
FDCDDQ
194
Federation des caisses Desjardins du Quebec
Quebec, Canada
$114K -$51.5K -642 -31%
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$83K +$46K +556 +124%
FPS
196
Fieldpoint Private Securities
Connecticut
$67K +$67K +841 New
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$65K -$3.77K -47 -5%
VNA
198
Valley National Advisers
Pennsylvania
$58K – – –
LIM
199
Longfellow Investment Management
Massachusetts
$52K – – –
MLICM
200
Metropolitan Life Insurance Company (MetLife)
New York
$51.7K +$2.01K +25 +4%
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8
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