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Penske Automotive Group

373 hedge funds and large institutions have $2.45B invested in Penske Automotive Group in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 129 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 47

1% more funds holding

Funds holding: 371373 (+2)

0.05% more ownership

Funds ownership: 24.03%24.08% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 129

5% less capital invested

Capital invested by funds: $2.59B → $2.45B (-$141M)

80% less call options, than puts

Call options by funds: $4.83M | Put options by funds: $24M

Holders
373
Holders Change
+2
Holders Change %
+0.54%
% of All Funds
4.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
53
Increased
125
Reduced
129
Closed
47
Calls
$4.83M
Puts
$24M
Net Calls
-$19.2M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$305M +$2.05M +12,912 +0.7%
BlackRock
2
BlackRock
New York
$296M -$60.7M -382,319 -16%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$218M -$18.5M -116,616 -8%
LSV Asset Management
4
LSV Asset Management
Illinois
$135M -$7.74M -48,800 -5%
BAM
5
Burgundy Asset Management
Ontario, Canada
$123M +$2.08M +13,106 +2%
State Street
6
State Street
Massachusetts
$94.6M +$1.97M +12,405 +2%
AQR Capital Management
7
AQR Capital Management
Connecticut
$92.5M +$3.25M +20,506 +3%
Bank of America
8
Bank of America
North Carolina
$80.5M -$17.8M -112,036 -18%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$69.7M +$48.5M +305,678 +202%
GI
10
GAMCO Investors
Connecticut
$63.7M -$8.25K -52 -0%
Morgan Stanley
11
Morgan Stanley
New York
$55.5M +$5.97M +37,642 +12%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$47.8M -$25.7K -162 -0.1%
Goldman Sachs
13
Goldman Sachs
New York
$45.2M -$156K -983 -0.3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$40.2M +$8.21M +51,720 +24%
American Century Companies
15
American Century Companies
Missouri
$39.6M +$6.09M +38,388 +17%
Invesco
16
Invesco
Georgia
$33M -$1.63M -10,291 -5%
JVBC
17
J.V. Bruni & Co
Colorado
$30.5M +$593K +3,738 +2%
PMG
18
Private Management Group
California
$28.6M -$352K -2,221 -1%
HKAM
19
Horizon Kinetics Asset Management
New York
$27.9M +$236K +1,486 +0.8%
Northern Trust
20
Northern Trust
Illinois
$23.7M +$3.85M +24,274 +18%
First Trust Advisors
21
First Trust Advisors
Illinois
$22.4M -$1.3M -8,193 -5%
Charles Schwab
22
Charles Schwab
California
$22.2M +$290K +1,829 +1%
Norges Bank
23
Norges Bank
Norway
$22M +$203K +1,279 +0.9%
Voloridge Investment Management
24
Voloridge Investment Management
Florida
$20.4M +$899K +5,669 +4%
UBS Group
25
UBS Group
Switzerland
$19.6M +$12.3M +77,673 +152%

PAG Hedge Fund Activity: Q4 2024 in Review

373 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Penske Automotive Group (PAG) for Q4 2024, worth a combined $2.45B — down 5.4% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new PAG positions and 47 closed out — a net gain of 6 holders — while 125 added to existing stakes and 129 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $48.5M. The largest seller was BlackRock, cutting an estimated $60.7M.

  • 373 institutional investors held Penske Automotive Group (PAG) as of Q4 2024, up from 371 in Q3 2024.
  • Funds reported $2.45B of Penske Automotive Group stock for Q4 2024, down 5.4% quarter-over-quarter.
  • 53 funds opened new Penske Automotive Group positions in Q4 2024 and 47 closed out, a net change of +6 holders.
  • The largest Penske Automotive Group buyer in Q4 2024 was Fidelity Investments, an estimated $48.5M added.
  • The largest Penske Automotive Group seller in Q4 2024 was BlackRock, an estimated $60.7M sold.

Based on aggregated 13F filings for Q4 2024.