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Penske Automotive Group
PAG

Overview Fund Activity

238 hedge funds and large institutions have $1.77B invested in Penske Automotive Group in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 62 increasing their positions, 85 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+25
Holders Change %
+11.74%
% of All Funds
4.22%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
49
Increased
62
Reduced
85
Closed
21
Calls
$14M
Puts
$17M
Net Calls
-$2.99M
Net Calls Change
-$8.68M

Top Buyers

1
CVA
Ceredex Value Advisors
Florida
+$15.3M
2
American Century Companies
American Century Companies
Missouri
+$15.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$14.8M
4
Morgan Stanley
Morgan Stanley
New York
+$14M
5
FA
Friess Associates
Delaware
+$9.88M

Top Sellers

1
FMI
Fiduciary Management Inc
Wisconsin
-$39.3M
2
Ensign Peak Advisors
Ensign Peak Advisors
Utah
-$23M
3
Victory Capital Management
Victory Capital Management
Texas
-$16M
4
Invesco
Invesco
Georgia
-$13.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
201
CX Institutional
Indiana
$23K +$176 +3 +0.8%
BCV
202
Banque Cantonale Vaudoise
Switzerland
$23K +$23K +386 New
BCA
203
Berman Capital Advisors
Georgia
$21K – – –
LB
204
Legacy Bridge
Iowa
$18K – – –
IAIM
205
International Assets Investment Management
Florida
$18K +$18K +300 New
JFGIW
206
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K +$17K +284 New
QCG
207
Quadrant Capital Group
Ohio
$14K – – –
PA
208
Parallel Advisors
California
$13K -$10.4K -174 -45%
FMP
209
Financial Management Professionals
Texas
$10K +$10K +174 New
APA
210
American Portfolios Advisors
New York
$9.27K – – –
NSIM
211
North Star Investment Management
Illinois
$9K – – –
GWM
212
Geneos Wealth Management
Colorado
$8K – – –
NFG
213
Next Financial Group
Texas
$8K – – –
SPIA
214
Steward Partners Investment Advisory
New York
$6K – – –
MSFP
215
Mark Sheptoff Financial Planning
Connecticut
$6K – – –
EFSCE
216
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
LC
217
Lindbrook Capital
California
$4K – – –
CCA
218
Childress Capital Advisors
Texas
$4K +$4K +70 New
ASN
219
Advisory Services Network
Georgia
$3K -$4.61K -66 -61%
MAM
220
Meeder Asset Management
Ohio
$3K – – –
ABC
221
Associated Banc-Corp
Wisconsin
$3K – – –
CFD
222
Creative Financial Designs
Indiana
$3K – – –
AIM
223
Anchor Investment Management
South Carolina
$2.97K – – –
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
BWM
225
BerganKDV Wealth Management
Minnesota
$2K – – –
7 8
9
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