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Penske Automotive Group
PAG

Overview Fund Activity

221 hedge funds and large institutions have $1.8B invested in Penske Automotive Group in 2016 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 62 increasing their positions, 91 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+14
Holders Change %
+6.76%
% of All Funds
5.53%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
44
Increased
62
Reduced
91
Closed
26
Calls
$10.5M
Puts
$2.89M
Net Calls
+$7.61M
Net Calls Change
+$2.25M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$12.2M
2
Millennium Management
Millennium Management
New York
+$10.5M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
+$9.51M
4
BAM
Burgundy Asset Management
Ontario, Canada
+$8.36M
5
LSV Asset Management
LSV Asset Management
Illinois
+$7.77M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$35.3M
2
HAM
HHR Asset Management
New Jersey
-$30.8M
3
CI
Cambiar Investors
Colorado
-$29.6M
4
GKIM
GW&K Investment Management
Massachusetts
-$15.9M
5
Norges Bank
Norges Bank
Norway
-$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
201
D.A. Davidson & Co
Montana
$18K -$73K -1,465 -80%
FHA
202
First Horizon Advisors
Tennessee
$15K – – –
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$12K +$12K +244 New
PHK
204
Point72 Hong Kong
Hong Kong
$9K +$9K +175 New
WAM
205
Wealthspire Advisors (Maryland)
Maryland
$9K +$9K +177 New
NSIM
206
North Star Investment Management
Illinois
$8K – – –
AOWM
207
Alpha Omega Wealth Management
Virginia
$6K – – –
LWM
208
LBA Wealth Management
Florida
$5K – – –
GWM
209
Geneos Wealth Management
Colorado
$5K – – –
CG
210
Cutler Group
California
$4K -$4.48K -103 -53%
SF
211
Synovus Financial
Georgia
$3K +$3K +65 New
WOC
212
West Oak Capital
California
$2.75K – – –
PCP
213
Proficio Capital Partners
Massachusetts
$2K +$2K +30 New
WA
214
WealthTrust-Arizona
Arizona
$1K – – –
QI
215
QS Investors
New York
$1K – – –
WA
216
Winfield Associates
Ohio
$1K – – –
ZB
217
Zions Bancorporation
Utah
$1K – – –
EARNEST Partners
218
EARNEST Partners
Georgia
$1K +$1K +19 New
Acadian Asset Management
219
Acadian Asset Management
Massachusetts
$1K +$1K +24 New
PK
220
Pflug Koory
Nebraska
$121 +$121 +2,325 New
HAM
221
HHR Asset Management
New Jersey
– -$30.8M -639,980 Closed
CI
222
Cambiar Investors
Colorado
– -$29.6M -613,768 Closed
GKIM
223
GW&K Investment Management
Massachusetts
– -$15.9M -329,224 Closed
USAA
224
United Services Automobile Association
Texas
– -$12.8M -265,000 Closed
Balyasny Asset Management
225
Balyasny Asset Management
Illinois
– -$9.5M -197,116 Closed
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