We are live on ! Find out more
PENN icon

PENN Entertainment

284 hedge funds and large institutions have $1.25B invested in PENN Entertainment in 2020 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 73 increasing their positions, 78 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 55

20% more funds holding

Funds holding: 236284 (+48)

6% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 78

10.87% less ownership

Funds ownership: 94.31%83.45% (-11%)

24% less call options, than puts

Call options by funds: $40.7M | Put options by funds: $53.4M

55% less capital invested

Capital invested by funds: $2.79B → $1.25B (-$1.55B)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
284
Holders Change
+48
Holders Change %
+20.34%
% of All Funds
6.26%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
106
Increased
73
Reduced
78
Closed
55
Calls
$40.7M
Puts
$53.4M
Net Calls
-$12.7M
Net Calls Change
-$24.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
251
Centerpoint Advisors
Massachusetts
$2K +$3.77K +150 New
CFD
252
Creative Financial Designs
Indiana
$2K +$3.77K +150 New
GRP
253
Global Retirement Partners
California
$2K +$3.77K +150 New
FWM
254
Focused Wealth Management
New York
$2K +$4.17K +166 New
RCA
255
Ranch Capital Advisors
Florida
$2K +$4.4K +175 New
AA
256
Advisory Alpha
Michigan
$1.22K +$2.26K +90 New
AAM
257
Advisors Asset Management
Colorado
$1K -$7.66K -305 -84%
QCG
258
Quadrant Capital Group
Ohio
$1K -$276 -11 -9%
CAW
259
Cornerstone Advisors (Washington)
Washington
$1K
FMP
260
Financial Management Professionals
Texas
$1K
PFBT
261
Parkside Financial Bank & Trust
Missouri
$1K +$50 +2 +2%
CAC
262
Certified Advisory Corp
Florida
$1K +$1.23K +49 New
TIM
263
Tortoise Investment Management
New York
$1K +$1.26K +50 New
TC
264
Trust Company
Kansas
$1K +$1.46K +58 New
BWA
265
Burt Wealth Advisors
Maryland
$1K +$1.89K +75 New
EI
266
Ellevest Inc
New York
$1K +$2.04K +81 +338%
IRC
267
Investors Research Corp
Georgia
$1K +$2.51K +100 New
JWBC
268
John W. Brooker & Co
California
$1K +$2.51K +100 New
PFO
269
Pathstone Family Office
New Jersey
$1K +$2.51K +100 New
EFSCE
270
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$2.81K +112 New
JPLA
271
Joseph P. Lucia & Associates
New York
$1K +$2.89K +115 New
AIM
272
Anchor Investment Management
South Carolina
$633 +$1.26K +50 New
WIM
273
Westside Investment Management
California
$477 +$948K +37,720 New
APA
274
American Portfolios Advisors
New York
$329 +$653 +26 New
GEA
275
Glen Eagle Advisors
New Jersey
$152 +$302 +12 New

PENN Hedge Fund Activity: Q1 2020 in Review

284 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PENN Entertainment (PENN) for Q1 2020, worth a combined $1.25B — down 55% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new PENN positions and 55 closed out — a net gain of 51 holders — while 73 added to existing stakes and 78 trimmed.

The largest buyer was Eminence Capital, opening a new position worth an estimated $54.7M. The largest seller was Nuveen, cutting an estimated $134M.

  • 284 institutional investors held PENN Entertainment (PENN) as of Q1 2020, up from 236 in Q4 2019.
  • Funds reported $1.25B of PENN Entertainment stock for Q1 2020, down 55% quarter-over-quarter.
  • 106 funds opened new PENN Entertainment positions in Q1 2020 and 55 closed out, a net change of +51 holders.
  • The largest PENN Entertainment buyer in Q1 2020 was Eminence Capital, an estimated $54.7M added.
  • The largest PENN Entertainment seller in Q1 2020 was Nuveen, an estimated $134M sold.

Based on aggregated 13F filings for Q1 2020.