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Penske Automotive Group

332 hedge funds and large institutions have $2.88B invested in Penske Automotive Group in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 108 increasing their positions, 128 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+7
Holders Change %
+2.15%
% of All Funds
5.31%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
41
Increased
108
Reduced
128
Closed
32
Calls
$28.4M
Puts
$31.7M
Net Calls
-$3.31M
Net Calls Change
+$983K
Name Holding Trade Value Shares
Change
Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$392M -$51.7M -364,611 -12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$321M +$12.2M +85,728 +4%
LSV Asset Management
3
LSV Asset Management
Illinois
$223M -$6.18M -43,550 -3%
BlackRock
4
BlackRock
New York
$186M +$12.3M +86,761 +7%
BAM
5
Burgundy Asset Management
Ontario, Canada
$158M +$159K +1,122 +0.1%
Bank of America
6
Bank of America
North Carolina
$94.4M +$531K +3,745 +0.6%
Morgan Stanley
7
Morgan Stanley
New York
$74.6M -$2.65M -18,658 -3%
American Century Companies
8
American Century Companies
Missouri
$70.5M -$18.6M -131,351 -21%
State Street
9
State Street
Massachusetts
$69.5M +$420K +2,964 +0.6%
GI
10
GAMCO Investors
Connecticut
$64.4M -$1.9M -13,369 -3%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$63.3M -$11.4M -80,690 -15%
AQR Capital Management
12
AQR Capital Management
Connecticut
$60.6M -$1.87M -13,224 -3%
PMG
13
Private Management Group
California
$55.9M -$886K -6,249 -2%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$55.7M -$1.62M -11,426 -3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$54.4M -$1.22M -8,608 -2%
Goldman Sachs
16
Goldman Sachs
New York
$52.5M -$24.8M -175,061 -32%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$49.5M +$41.1M +289,902 +492%
JVBC
18
J.V. Bruni & Co
Colorado
$34M -$1.01M -7,127 -3%
Norges Bank
19
Norges Bank
Norway
$33M +$1.96M +13,807 +6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$31.7M -$792K -5,586 -2%
First Trust Advisors
21
First Trust Advisors
Illinois
$31M +$13.6M +95,801 +78%
WCM
22
Wedge Capital Management
North Carolina
$29.1M +$28.9M +203,453 +11,379%
HKAM
23
Horizon Kinetics Asset Management
New York
$28.1M -$2.51M -17,726 -8%
Charles Schwab
24
Charles Schwab
California
$24.2M -$207K -1,460 -0.8%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$22M +$740K +5,215 +3%