Penguin Solutions Inc
PENG
182 hedge funds and large institutions have $1.06B invested in Penguin Solutions Inc in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 64 reducing their positions, and 33 closing their positions.
239% more call options, than puts
Call options by funds: $14.7M | Put options by funds: $4.33M
8% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 64
0% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 33
1% less funds holding
Funds holding: 183 → 182 (-1)
0.55% less ownership
Funds ownership: 108.36% → 107.81% (-0.55%)
20% less capital invested
Capital invested by funds: $1.32B → $1.06B (-$263M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$31.6M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$16.8M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$14.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$14.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YCM
Yiheng Capital Management
San Francisco,
California
|
-$36M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$28.7M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$20.1M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
-$5.26M |
| 5 |
CM
Castleark Management
Chicago,
Illinois
|
-$5.23M |
PENG Hedge Fund Activity: Q4 2023 in Review
182 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Penguin Solutions Inc (PENG) for Q4 2023, worth a combined $1.06B — down 20% from $1.32B a quarter earlier.
Fund positioning in PENG was balanced in Q4 2023: 33 funds opened new positions, 33 closed out, 69 added to existing stakes and 64 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $31.6M. The largest seller was Yiheng Capital Management, exiting entirely with an estimated $36M sold.
- 182 institutional investors held Penguin Solutions Inc (PENG) as of Q4 2023, down from 183 in Q3 2023.
- Funds reported $1.06B of Penguin Solutions Inc stock for Q4 2023, down 20% quarter-over-quarter.
- 33 funds opened new Penguin Solutions Inc positions in Q4 2023 and 33 closed out, a net change of 0 holders.
- The largest Penguin Solutions Inc buyer in Q4 2023 was Morgan Stanley, an estimated $31.6M added.
- The largest Penguin Solutions Inc seller in Q4 2023 was Yiheng Capital Management, an estimated $36M sold.
Based on aggregated 13F filings for Q4 2023.