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Penske Automotive Group
PAG

167 hedge funds and large institutions have $1.21B invested in Penske Automotive Group in 2013 Q2 according to their latest regulatory filings, with 167 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

43.92% more ownership

Funds ownership: 0% → 43.92% (+44%)

13% less call options, than puts

Call options by funds: $572K | Put options by funds: $660K

Holders
167
Holders Change
+167
Holders Change %
–
% of All Funds
5.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
167
Increased
–
Reduced
–
Closed
–
Calls
$572K
Puts
$660K
Net Calls
-$88K
Net Calls Change
-$88K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$106M +$108M +3,473,663 New
Capital Research Global Investors
2
Capital Research Global Investors
California
$91.1M +$93M +2,983,000 New
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$76M +$77.6M +2,489,982 New
SCM
4
Shapiro Capital Management
Georgia
$72.5M +$74M +2,373,767 New
BAM
5
Burgundy Asset Management
Ontario, Canada
$67.3M +$68.7M +2,203,756 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$66.3M +$67.7M +2,171,844 New
KAM
7
Keeley Asset Management
Illinois
$49.1M +$50.1M +1,608,415 New
BIT
8
BlackRock Institutional Trust
California
$41.5M +$42.4M +1,359,000 New
Northern Trust
9
Northern Trust
Illinois
$38.5M +$39.3M +1,259,953 New
Fidelity Investments
10
Fidelity Investments
Massachusetts
$37.5M +$38.3M +1,228,858 New
State Street
11
State Street
Massachusetts
$35.8M +$36.6M +1,172,930 New
BFA
12
BlackRock Fund Advisors
California
$30.9M +$31.6M +1,012,842 New
NC
13
Nicholas Company
Wisconsin
$29.1M +$29.7M +951,325 New
Ameriprise
14
Ameriprise
Minnesota
$25.8M +$26.3M +843,354 New
KeyBank National Association
15
KeyBank National Association
Ohio
$25.5M +$26.1M +835,926 New
Invesco
16
Invesco
Georgia
$23.6M +$24.1M +773,869 New
BAMCO Inc
17
BAMCO Inc
New York
$22.9M +$23.4M +750,000 New
RA
18
Royce & Associates
New York
$20.6M +$21.1M +675,200 New
PCM
19
Penn Capital Management
Pennsylvania
$18.3M +$18.7M +598,701 New
AIM
20
Act II Management
New York
$18.1M +$18.5M +594,009 New
GI
21
GAMCO Investors
Connecticut
$15.4M +$15.7M +504,100 New
Norges Bank
22
Norges Bank
Norway
$13M +$13.3M +426,914 New
LBG
23
Lloyds Banking Group
United Kingdom
$12.1M +$12.3M +395,826 New
GH
24
GAM Holding
Switzerland
$11.4M +$11.7M +375,000 New
RFC
25
Russell Frank Company
Washington
$11.1M +$11.3M +362,541 New
1
2 3 4 5

PAG Hedge Fund Activity: Q2 2013 in Review

167 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Penske Automotive Group (PAG) for Q2 2013, worth a combined $1.21B.

Buyers outnumbered sellers: 167 funds opened new PAG positions and 0 closed out — a net gain of 167 holders — while 0 added to existing stakes and 0 trimmed.

  • 167 institutional investors held Penske Automotive Group (PAG) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.21B of Penske Automotive Group stock for Q2 2013.
  • 167 funds opened new Penske Automotive Group positions in Q2 2013 and 0 closed out, a net change of +167 holders.

Based on aggregated 13F filings for Q2 2013.