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Penske Automotive Group
PAG

Overview Fund Activity

286 hedge funds and large institutions have $2.66B invested in Penske Automotive Group in 2021 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 80 increasing their positions, 99 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+17
Holders Change %
+6.32%
% of All Funds
5.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
53
Increased
80
Reduced
99
Closed
34
Calls
$13.2M
Puts
$17.2M
Net Calls
-$3.99M
Net Calls Change
+$17.1M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$17.2M
2
Bank of America
Bank of America
North Carolina
+$13M
3
IECM
Intrinsic Edge Capital Management
Illinois
+$12.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$7.91M
5
BlackRock
BlackRock
New York
+$6.46M

Top Sellers

1
BAM
Burgundy Asset Management
Ontario, Canada
-$70.3M
2
Victory Capital Management
Victory Capital Management
Texas
-$44.6M
3
Citadel Advisors
Citadel Advisors
Florida
-$26.5M
4
CVA
Ceredex Value Advisors
Florida
-$22M
5
American Century Companies
American Century Companies
Missouri
-$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
201
Principal Financial Group
Iowa
$250K +$250K +2,490 New
PCMC
202
Paragon Capital Management (Colorado)
Colorado
$248K +$248K +2,464 New
DCM
203
Delta Capital Management
New Jersey
$242K +$242K +2,410 New
Commonwealth Equity Services
204
Commonwealth Equity Services
Massachusetts
$241K +$241K +2,395 New
CCP
205
Corient Capital Partners
California
$232K +$232K +2,306 New
ClearBridge Investments
206
ClearBridge Investments
New York
$231K +$231K +2,300 New
HFG
207
Heron Financial Group
New York
$229K +$229K +2,279 New
PAMS
208
Pictet Asset Management (Switzerland)
Switzerland
$228K +$228K +2,269 New
CIBC World Market
209
CIBC World Market
Ontario, Canada
$227K +$227K +2,261 New
MC
210
Maverick Capital
Texas
$225K +$84.8K +842 +61%
WBC
211
Westpac Banking Corp
Australia
$221K +$221K +2,200 New
DADC
212
D.A. Davidson & Co
Montana
$221K +$221K +2,200 New
EHC
213
Everett Harris & Co
California
$217K +$217K +2,157 New
DCM
214
Donaldson Capital Management
Indiana
$202K +$202K +2,010 New
KAS
215
Kestra Advisory Services
Texas
$200K -$104K -1,032 -34%
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$189K +$14.1K +140 +8%
IA
217
IFP Advisors
Florida
$180K +$19.8K +196 +12%
AF
218
Allworth Financial
California
$178K +$12.7K +126 +8%
AS
219
Altshuler Shaham
Israel
$165K +$89.9K +888 +120%
US Bancorp
220
US Bancorp
Minnesota
$156K -$11.6K -115 -7%
SWM
221
Selective Wealth Management
Virginia
$156K – – –
APA
222
American Portfolios Advisors
New York
$152K +$136K +1,350 +865%
Bessemer Group
223
Bessemer Group
New Jersey
$135K – – –
PMFA
224
Plante Moran Financial Advisors
Michigan
$125K +$125K +1,246 New
SWM
225
Spire Wealth Management
Virginia
$116K – – –
7 8
9
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