PENN icon

PENN Entertainment
PENN

Overview Fund Activity

392 hedge funds and large institutions have $3.03B invested in PENN Entertainment in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 102 increasing their positions, 142 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
-39
Holders Change %
-9.05%
% of All Funds
6.18%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
45
Increased
102
Reduced
142
Closed
82
Calls
$113M
Puts
$91.1M
Net Calls
+$21.8M
Net Calls Change
-$19.5M

Top Buyers

1
LPC
Long Pond Capital
New York
$74.5M
2
AQR Capital Management
AQR Capital Management
Connecticut
$51.1M
3
Nomura Holdings
Nomura Holdings
Japan
$30M
4
American Century Companies
American Century Companies
Missouri
$43.8M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$15M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$11.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$439M
3
Invesco
Invesco
Georgia
$34.6M
4
Bank of America
Bank of America
North Carolina
$58.6M
5
Morgan Stanley
Morgan Stanley
New York
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
326
Centerpoint Advisors
Massachusetts
$4K – – –
GWM
327
Geneos Wealth Management
Colorado
$3.73K +$1.83K +76 +96%
MAWCM
328
Mine & Arao Wealth Creation & Management
California
$3.25K – – –
IGWM
329
ICA Group Wealth Management
Colorado
$3.24K -$5.05K -210 -61%
SWA
330
SOA Wealth Advisors
New York
$3.08K – – –
ST
331
Smithfield Trust
Pennsylvania
$3K – – –
CMP
332
Coston McIsaac & Partners
Maine
$3K – – –
MIM
333
Manitou Investment Management
Ontario, Canada
$2.86K – – –
WBC
334
West Branch Capital
Massachusetts
$2.64K – – –
BWA
335
BDO Wealth Advisors
Florida
$2.52K – – –
CWP
336
Concord Wealth Partners
Virginia
$2.45K – – –
TF
337
Tompkins Financial
New York
$2.4K – – –
TCM
338
TD Capital Management
Tennessee
$2.4K – – –
IWP
339
IAG Wealth Partners
Wisconsin
$2.4K – – –
VAG
340
VisionPoint Advisory Group
Texas
$2.23K +$2.23K +93 New
CAL
341
Capital Analysts LLC
Pennsylvania
$2K – – –
BIA
342
Bell Investment Advisors
California
$1.85K +$986 +41 +114%
CPA
343
Cowen Prime Advisors
New York
$1.8K – – –
SWA
344
Sutton Wealth Advisors
Florida
$1.78K – – –
JWA
345
JFS Wealth Advisors
Pennsylvania
$1.49K +$1.11K +46 +288%
CWA
346
Carolina Wealth Advisors
South Carolina
$1.44K – – –
LWANC
347
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.42K – – –
AIC
348
Archer Investment Corporation
Indiana
$1.42K – – –
TC
349
Trust Company
Kansas
$1.39K – – –
NECFA
350
New England Capital Financial Advisors
Connecticut
$1.2K – – –
12 13
14
15 16