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PENG

Penguin Solutions Inc

188 hedge funds and large institutions have $838M invested in Penguin Solutions Inc in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 78 increasing their positions, 63 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 63

12% more call options, than puts

Call options by funds: $7.38M | Put options by funds: $6.57M

1.67% more ownership

Funds ownership: 104.77%106.44% (+1.7%)

1% less capital invested

Capital invested by funds: $849M → $838M (-$10.6M)

7% less funds holding

Funds holding: 202188 (-14)

32% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 37

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
188
Holders Change
-14
Holders Change %
-6.93%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
25
Increased
78
Reduced
63
Closed
37
Calls
$7.38M
Puts
$6.57M
Net Calls
+$811K
Net Calls Change
-$3.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
76
Credit Suisse
Switzerland
$653K +$195K +10,719 +35%
BGIM
77
Brandywine Global Investment Management
Pennsylvania
$650K +$746K +40,965 New
PI
78
PEAK6 Investments
Illinois
$649K -$552K -30,306 -43%
YCM
79
Yousif Capital Management
Michigan
$639K +$30.4K +1,670 +4%
Victory Capital Management
80
Victory Capital Management
Texas
$629K +$139K +7,611 +24%
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$597K +$199K +10,931 +41%
SSA
82
Schonfeld Strategic Advisors
New York
$585K +$50.8K +2,790 +8%
UBS AM
83
UBS AM
Illinois
$584K +$74.2K +4,071 +12%
TPSF
84
Texas Permanent School Fund
Texas
$571K +$32.5K +1,786 +5%
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$560K
SOADOR
86
State of Alaska Department of Revenue
Alaska
$549K -$20.6K -1,130 -3%
RJA
87
Raymond James & Associates
Florida
$526K -$42.6K -2,337 -7%
D.E. Shaw & Co
88
D.E. Shaw & Co
New York
$509K +$585K +32,081 New
Comerica Bank
89
Comerica Bank
Texas
$502K -$650K -35,670 -48%
SFI
90
Susquehanna Fundamental Investments
Pennsylvania
$497K +$571K +31,346 New
APP
91
Alpha Paradigm Partners
Illinois
$461K -$996K -54,648 -65%
MIC
92
Means Investment Company
Maine
$434K -$117K -6,417 -19%
AIG
93
American International Group
New York
$428K +$8.98K +493 +2%
MIM
94
MetLife Investment Management
New Jersey
$412K
State of Tennessee, Department of Treasury
95
State of Tennessee, Department of Treasury
Tennessee
$412K -$100K -5,486 -17%
Brown Advisory
96
Brown Advisory
Maryland
$392K
AB
97
Amalgamated Bank
New York
$383K +$19.9K +1,094 +5%
LSERS
98
Louisiana State Employees Retirement System
Louisiana
$379K +$18.2K +1,000 +4%
GCM
99
Graham Capital Management
Connecticut
$366K -$38.3K -2,103 -8%
ETC
100
Exchange Traded Concepts
Oklahoma
$360K +$414K +22,713 New

PENG Hedge Fund Activity: Q3 2022 in Review

188 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Penguin Solutions Inc (PENG) for Q3 2022, worth a combined $838M — down 1.2% from $849M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of PENG and 25 opened new positions — a net loss of 12 holders — while 63 trimmed existing stakes and 78 added.

The largest buyer was Janus Henderson Group, adding an estimated $26.6M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $13M sold.

  • 188 institutional investors held Penguin Solutions Inc (PENG) as of Q3 2022, down from 202 in Q2 2022.
  • Funds reported $838M of Penguin Solutions Inc stock for Q3 2022, down 1.2% quarter-over-quarter.
  • 25 funds opened new Penguin Solutions Inc positions in Q3 2022 and 37 closed out, a net change of -12 holders.
  • The largest Penguin Solutions Inc buyer in Q3 2022 was Janus Henderson Group, an estimated $26.6M added.
  • The largest Penguin Solutions Inc seller in Q3 2022 was Westfield Capital Management, an estimated $13M sold.

Based on aggregated 13F filings for Q3 2022.