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PENG

Penguin Solutions Inc

195 hedge funds and large institutions have $1.18B invested in Penguin Solutions Inc in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 61 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 61

0.07% less ownership

Funds ownership: 106.71%106.64% (-0.07%)

5% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 38

2% less funds holding

Funds holding: 198195 (-3)

7% less capital invested

Capital invested by funds: $1.28B → $1.18B (-$94.2M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

33% less call options, than puts

Call options by funds: $4.46M | Put options by funds: $6.64M

Holders
195
Holders Change
-3
Holders Change %
-1.52%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
36
Increased
79
Reduced
61
Closed
38
Calls
$4.46M
Puts
$6.64M
Net Calls
-$2.18M
Net Calls Change
-$27K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$178M +$5.05M +234,623 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$148M +$3.3M +153,272 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$83.9M +$2.43M +113,128 +3%
State Street
4
State Street
Massachusetts
$64.2M +$55.4K +2,573 +0.1%
CC
5
Crosslink Capital
California
$52.7M +$8.01M +372,161 +17%
Pacer Advisors
6
Pacer Advisors
Pennsylvania
$47.9M +$49.2M +2,286,946 New
AllianceBernstein
7
AllianceBernstein
Tennessee
$41M +$5.36M +248,880 +15%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$36M +$1.11M +51,661 +3%
OAM
9
Ophir Asset Management
Australia
$35.6M +$4.29M +199,262 +13%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$26.2M -$5.96K -277 -0%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$25.9M +$629K +29,233 +2%
American Century Companies
12
American Century Companies
Missouri
$25.7M +$9.08M +421,974 +53%
LSV Asset Management
13
LSV Asset Management
Illinois
$20.1M +$1.66M +77,200 +9%
Charles Schwab
14
Charles Schwab
California
$16.5M +$512K +23,781 +3%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$15.4M -$1.39M -64,617 -8%
Marshall Wace
16
Marshall Wace
United Kingdom
$14.7M +$709K +32,945 +5%
ClearBridge Investments
17
ClearBridge Investments
New York
$14.4M -$86.6K -4,026 -0.6%
ACH
18
ArrowMark Colorado Holdings
Colorado
$14M -$430K -20,000 -3%
Morgan Stanley
19
Morgan Stanley
New York
$14M +$927K +43,078 +7%
Deutsche Bank
20
Deutsche Bank
Germany
$13.1M +$1.57M +72,957 +13%
Barclays
21
Barclays
United Kingdom
$12.5M +$6.14M +285,124 +92%
FP
22
Foundry Partners
Minnesota
$12M +$2.27M +105,402 +22%
Northern Trust
23
Northern Trust
Illinois
$11.3M +$96.6K +4,487 +0.8%
KCM
24
Kennedy Capital Management
Missouri
$11.3M -$4.5M -209,035 -28%
JP Morgan Chase
25
JP Morgan Chase
New York
$10M +$3.83M +177,947 +59%

PENG Hedge Fund Activity: Q3 2024 in Review

195 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Penguin Solutions Inc (PENG) for Q3 2024, worth a combined $1.18B — down 7.4% from $1.28B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of PENG and 36 opened new positions — a net loss of 2 holders — while 61 trimmed existing stakes and 79 added.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $49.2M. The largest seller was Bank of America, cutting an estimated $16.4M.

  • 195 institutional investors held Penguin Solutions Inc (PENG) as of Q3 2024, down from 198 in Q2 2024.
  • Funds reported $1.18B of Penguin Solutions Inc stock for Q3 2024, down 7.4% quarter-over-quarter.
  • 36 funds opened new Penguin Solutions Inc positions in Q3 2024 and 38 closed out, a net change of -2 holders.
  • The largest Penguin Solutions Inc buyer in Q3 2024 was Pacer Advisors, an estimated $49.2M added.
  • The largest Penguin Solutions Inc seller in Q3 2024 was Bank of America, an estimated $16.4M sold.

Based on aggregated 13F filings for Q3 2024.