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Penske Automotive Group

371 hedge funds and large institutions have $2.59B invested in Penske Automotive Group in 2024 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 103 increasing their positions, 141 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 28

6% more funds holding

Funds holding: 351371 (+20)

3% more capital invested

Capital invested by funds: $2.53B → $2.59B (+$65.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.32% less ownership

Funds ownership: 25.34%24.03% (-1.3%)

27% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 141

48% less call options, than puts

Call options by funds: $21.8M | Put options by funds: $42.1M

Holders
371
Holders Change
+20
Holders Change %
+5.7%
% of All Funds
5.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
52
Increased
103
Reduced
141
Closed
28
Calls
$21.8M
Puts
$42.1M
Net Calls
-$20.4M
Net Calls Change
-$25.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
176
Ameritas Investment Partners
Nebraska
$623K -$46.1K -289 -7%
OPERF
177
Oregon Public Employees Retirement Fund
Oregon
$622K -$23.9K -150 -4%
Jane Street
178
Jane Street
New York
$616K -$2.93M -18,365 -83%
Mercer Global Advisors
179
Mercer Global Advisors
Colorado
$615K +$3.35K +21 +0.6%
Cambridge Investment Research Advisors
180
Cambridge Investment Research Advisors
Iowa
$594K +$5.9K +37 +1%
SSA
181
Schonfeld Strategic Advisors
New York
$584K -$6.35M -39,810 -92%
CAM
182
Cresset Asset Management
Illinois
$572K -$8.61K -54 -2%
QCM
183
QRG Capital Management
Illinois
$564K -$9.25K -58 -2%
KI
184
Kapitalo Investimentos
Brazil
$548K +$267K +1,674 +99%
Verition Fund Management
185
Verition Fund Management
Connecticut
$536K -$13.4M -84,040 -96%
OTPPB
186
Ontario Teachers' Pension Plan Board
Ontario, Canada
$534K -$896K -5,618 -63%
PCA
187
Pallas Capital Advisors
Massachusetts
$529K +$279K +1,747 +103%
Rafferty Asset Management
188
Rafferty Asset Management
New York
$528K -$12.4K -78 -2%
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$524K +$515K +3,228 New
Pathstone Holdings
190
Pathstone Holdings
New Jersey
$517K +$48.2K +302 +10%
PAG
191
Private Advisor Group
New Jersey
$512K
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$505K -$5.9K -37 -1%
Stifel Financial
193
Stifel Financial
Missouri
$485K +$134K +839 +39%
A
194
AlphaQuest
New York
$469K -$2.11M -13,227 -82%
X
195
Xponance
Pennsylvania
$468K -$6.06K -38 -1%
TI
196
TrueMark Investments
Illinois
$460K -$222K -1,390 -33%
AC
197
Aristeia Capital
Connecticut
$460K -$218K -1,367 -33%
OQS
198
Occudo Quantitative Strategies
Florida
$458K +$449K +2,817 New
WI
199
WBI Investments
New Jersey
$456K +$447K +2,806 New
Pacer Advisors
200
Pacer Advisors
Pennsylvania
$448K -$17.9K -112 -4%

PAG Hedge Fund Activity: Q3 2024 in Review

371 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Penske Automotive Group (PAG) for Q3 2024, worth a combined $2.59B — up 2.6% from $2.53B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PAG positions and 28 closed out — a net gain of 24 holders — while 103 added to existing stakes and 141 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $26.8M. The largest seller was Dimensional Fund Advisors, cutting an estimated $22.7M.

  • 371 institutional investors held Penske Automotive Group (PAG) as of Q3 2024, up from 351 in Q2 2024.
  • Funds reported $2.59B of Penske Automotive Group stock for Q3 2024, up 2.6% quarter-over-quarter.
  • 52 funds opened new Penske Automotive Group positions in Q3 2024 and 28 closed out, a net change of +24 holders.
  • The largest Penske Automotive Group buyer in Q3 2024 was AQR Capital Management, an estimated $26.8M added.
  • The largest Penske Automotive Group seller in Q3 2024 was Dimensional Fund Advisors, an estimated $22.7M sold.

Based on aggregated 13F filings for Q3 2024.