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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
EA
201
Emerald Advisers
Pennsylvania
$39K +$38.3K +774 New
WEC
202
Winslow Evans & Crocker
Massachusetts
$36K
JCM
203
Jacobi Capital Management
Pennsylvania
$33K +$297 +6 +0.9%
FMT
204
First Mercantile Trust
Tennessee
$33K +$8.31K +168 +35%
CTC
205
Central Trust Company
Missouri
$33K +$32.9K +665 New
JIR
206
James Investment Research
Ohio
$32K -$298K -6,032 -91%
PCG
207
Private Capital Group
Connecticut
$32K +$18.9K +383 +140%
AIG
208
American International Group
New York
$27K -$890 -18 -3%
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$25K -$30.9K -624 -56%
S
210
SignatureFD
Georgia
$20K -$2.08K -42 -9%
CI
211
CX Institutional
Indiana
$20K
TRCT
212
Tower Research Capital (TRC)
New York
$20K +$19.3K +390 New
OSAM
213
O'Shaughnessy Asset Management
Connecticut
$17K +$16.8K +340 New
PA
214
Parallel Advisors
California
$16K
LTFS
215
Ladenburg Thalmann Financial Services
Florida
$15K -$7.71K -156 -34%
LB
216
Legacy Bridge
Iowa
$15K
CIA
217
CSat Investment Advisory
Michigan
$11K +$1.38K +28 +14%
GKIM
218
GW&K Investment Management
Massachusetts
$10K
RIA
219
Realta Investment Advisors
Delaware
$10K
NFG
220
Next Financial Group
Texas
$9K +$1.88K +38 +27%
BBHC
221
Brown Brothers Harriman & Co
New York
$8K
NSIM
222
North Star Investment Management
Illinois
$8K
APA
223
American Portfolios Advisors
New York
$7.83K
VFA
224
Valeo Financial Advisors
Indiana
$7K
SC
225
Solstein Capital
California
$6K +$5.93K +120 New

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.