We are live on ! Find out more
PENN icon

PENN Entertainment

439 hedge funds and large institutions have $9.95B invested in PENN Entertainment in 2020 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 132 increasing their positions, 120 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 42

166% more capital invested

Capital invested by funds: $3.74B → $9.95B (+$6.22B)

157% more funds holding in top 10

Funds holding in top 10: 718 (+11)

29% more funds holding

Funds holding: 339439 (+100)

21% more call options, than puts

Call options by funds: $736M | Put options by funds: $608M

10% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 120

2.09% less ownership

Funds ownership: 91.75%89.65% (-2.1%)

Holders
439
Holders Change
+100
Holders Change %
+29.5%
% of All Funds
8.86%
Holding in Top 10
18
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+157.14%
% of All Funds
0.36%
New
146
Increased
132
Reduced
120
Closed
42
Calls
$736M
Puts
$608M
Net Calls
+$128M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
326
Johnson Investment Counsel
Ohio
$231K +$156K +3,171 New
VFA
327
Valeo Financial Advisors
Indiana
$229K -$46.8K -953 -23%
KWM
328
Kingsview Wealth Management
Oregon
$229K +$155K +3,153 New
DT
329
Diversified Trust
Tennessee
$228K +$154K +3,134 New
PGWM
330
Parisi Gray Wealth Management
New Jersey
$227K +$153K +3,118 New
AP
331
Advisor Partners
California
$226K +$152K +3,103 New
TPA
332
Trivium Point Advisory
Connecticut
$220K +$149K +3,031 New
HKAM
333
Horizon Kinetics Asset Management
New York
$219K -$287K -5,859 -66%
Carson Wealth (CWM LLC)
334
Carson Wealth (CWM LLC)
Nebraska
$218K
PWPS
335
Pinnacle Wealth Planning Services
Ohio
$212K +$143K +2,910 New
WMSA
336
Weiss Multi-Strategy Advisers
New York
$210K +$142K +2,895 New
LIA
337
LS Investment Advisors
Michigan
$208K
HCM
338
Howland Capital Management
Massachusetts
$207K +$140K +2,850 New
FAAS
339
First Allied Advisory Services
California
$201K +$136K +2,763 New
GG
340
Gleason Group
Kentucky
$184K -$22.3K -455 -15%
JWM
341
Jupiter Wealth Management
Colorado
$182K +$123K +2,500 New
GWM
342
Geneos Wealth Management
Colorado
$176K +$7.85K +160 +7%
DZ Bank
343
DZ Bank
Germany
$170K -$22.9K -467 -17%
HFM
344
Harvest Fund Management
China
$141K +$55.2K +1,125 +127%
FHA
345
Flagship Harbor Advisors
Massachusetts
$132K +$36.8K +750 +70%
SPIA
346
Steward Partners Investment Advisory
New York
$116K -$56.2K -1,145 -42%
HI
347
Hudock Inc
Pennsylvania
$110K -$29.4K -600 -28%
Skandinaviska Enskilda Banken (SEB)
348
Skandinaviska Enskilda Banken (SEB)
Sweden
$109K +$73.6K +1,500 New
GWS
349
Glassman Wealth Services
Virginia
$108K +$1.18K +24 +2%
CWA
350
Carolina Wealth Advisors
South Carolina
$104K -$48.1K -980 -41%

PENN Hedge Fund Activity: Q3 2020 in Review

439 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in PENN Entertainment (PENN) for Q3 2020, worth a combined $9.95B — up 166% from $3.74B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new PENN positions and 42 closed out — a net gain of 104 holders — while 132 added to existing stakes and 120 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $285M. The largest seller was Arrowstreet Capital, cutting an estimated $98.8M.

  • 439 institutional investors held PENN Entertainment (PENN) as of Q3 2020, up from 339 in Q2 2020.
  • Funds reported $9.95B of PENN Entertainment stock for Q3 2020, up 166% quarter-over-quarter.
  • 146 funds opened new PENN Entertainment positions in Q3 2020 and 42 closed out, a net change of +104 holders.
  • The largest PENN Entertainment buyer in Q3 2020 was Whale Rock Capital Management, an estimated $285M added.
  • The largest PENN Entertainment seller in Q3 2020 was Arrowstreet Capital, an estimated $98.8M sold.

Based on aggregated 13F filings for Q3 2020.