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Penske Automotive Group
PAG

Overview Fund Activity

182 hedge funds and large institutions have $1.88B invested in Penske Automotive Group in 2013 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 76 reducing their positions, and 21 closing their positions.

Holders
182
Holders Change
+5
Holders Change %
+2.82%
% of All Funds
5.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
26
Increased
53
Reduced
76
Closed
21
Calls
$20M
Puts
$676K
Net Calls
+$19.3M
Net Calls Change
+$16.4M

Top Buyers

1
MCM
1
Munder Capital Management
Michigan
$83.5M
2
SI
2
Sentry Investments
Ontario, Canada
$15.9M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$16.4M
4
FIM
4
Foresters Investment Management
New York
$12.2M
5
NI
5
Numeric Investors
Massachusetts
$12.1M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$62.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$0
3
EAM
3
Eagle Asset Management
Florida
$0
4
AIM
4
Act II Management
New York
$16.6M
5
SCM
5
Sandler Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$163M 3,462,190 +31,574 +0.9%
Capital Research Global Investors
2
Capital Research Global Investors
California
$158M 3,344,000 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$105M 2,230,991 +75,151 +3%
BAM
4
Burgundy Asset Management
Ontario, Canada
$102M 2,168,738 -47,342 -2%
SCM
5
Shapiro Capital Management
Georgia
$92.7M 1,964,978 -27,400 -1%
MCM
6
Munder Capital Management
Michigan
$83.5M 1,771,199 +1,599,674 +933%
KAM
7
Keeley Asset Management
Illinois
$69M 1,462,650 -21,475 -1%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$62.7M 1,329,859 -1,062,254 -44%
Northern Trust
9
Northern Trust
Illinois
$58.6M 1,243,073 -1,698 -0.1%
BIT
10
BlackRock Institutional Trust
California
$54M 1,145,224 -6,114 -0.5%
BFA
11
BlackRock Fund Advisors
California
$49.9M 1,057,540 -70,572 -6%
State Street
12
State Street
Massachusetts
$47.5M 1,007,374 -23,340 -2%
NC
13
Nicholas Company
Wisconsin
$41.8M 887,080 -87,570 -9%
Invesco
14
Invesco
Georgia
$40.8M 864,960 +14,815 +2%
CCP
15
Clough Capital Partners
Massachusetts
$37.3M 791,606 -24,700 -3%
BAMCO Inc
16
BAMCO Inc
New York
$35.4M 750,000 – –
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$31.8M 675,050 +229,221 +51%
Ameriprise
18
Ameriprise
Minnesota
$30.1M 637,279 -51,654 -7%
Victory Capital Management
19
Victory Capital Management
Texas
$29.5M 625,599 -47,200 -7%
GI
20
GAMCO Investors
Connecticut
$24.1M 511,100 +5,000 +1%
SFM
21
Systematic Financial Management
New Jersey
$21M 446,170 -69,505 -13%
Norges Bank
22
Norges Bank
Norway
$18.9M 401,286 -25,628 -6%
TA
23
Teachers Advisors
New York
$18.8M 399,322 +23,450 +6%
LBG
24
Lloyds Banking Group
United Kingdom
$18.6M 394,243 -43,261 -10%
RA
25
Royce & Associates
New York
$18.4M 389,200 -154,200 -28%
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