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PENN Entertainment
PENN

464 hedge funds and large institutions have $3.99B invested in PENN Entertainment in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 116 increasing their positions, 164 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 58

17% more call options, than puts

Call options by funds: $121M | Put options by funds: $103M

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

9% more capital invested

Capital invested by funds: $3.65B → $3.99B (+$337M)

5% more funds holding

Funds holding: 444 → 464 (+20)

3.61% more ownership

Funds ownership: 83.79% → 87.4% (+3.6%)

29% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 164

Holders
464
Holders Change
+20
Holders Change %
+4.5%
% of All Funds
7.46%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
86
Increased
116
Reduced
164
Closed
58
Calls
$121M
Puts
$103M
Net Calls
+$17.8M
Net Calls Change
+$19.8M

Top Buyers

Rank Fund Capital Flow
1
HVCM
HG Vora Capital Management
New York
+$89.2M
2
Millennium Management
Millennium Management
New York
+$45.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$15.8M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$13.6M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$12.1M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$38.9M
2
Goldman Sachs
Goldman Sachs
New York
-$25.3M
3
BlackRock
BlackRock
New York
-$17.3M
4
BAMCO Inc
BAMCO Inc
New York
-$15.6M
5
HF
HRT Financial
New York
-$14.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
401
Baystate Wealth Management
Massachusetts
$3K – – –
HBW
402
Hazlett, Burt & Watson
West Virginia
$3K – – –
TF
403
Tompkins Financial
New York
$3K – – –
IWP
404
IAG Wealth Partners
Wisconsin
$2.97K – – –
TCM
405
TD Capital Management
Tennessee
$2.97K – – –
DAM
406
Delta Asset Management
Tennessee
$2.82K +$3.08K +95 New
JWA
407
JFS Wealth Advisors
Pennsylvania
$2.76K +$195 +6 +7%
CS
408
Comerica Securities
Michigan
$2.73K +$2.98K +92 New
SWA
409
Sutton Wealth Advisors
Florida
$2.46K -$3.28K -101 -55%
GWM
410
Geneos Wealth Management
Colorado
$2.35K – – –
ZIG
411
Zullo Investment Group
Pennsylvania
$2.23K – – –
CWA
412
Carolina Wealth Advisors
South Carolina
$2K – – –
CPA
413
Cowen Prime Advisors
New York
$2K – – –
TC
414
Trust Company
Kansas
$2K – – –
FMP
415
Financial Management Professionals
Texas
$2K +$389 +12 +29%
BWA
416
Boulder Wealth Advisors
Colorado
$2K +$2.27K +70 New
GG
417
Gleason Group
Kentucky
$1.93K -$62.5K -1,925 -97%
LWANC
418
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.9K – – –
CPG
419
Cornerstone Planning Group
New Jersey
$1.84K +$1.88K +58 New
IRC
420
Investors Research Corp
Georgia
$1.78K – – –
AIC
421
Archer Investment Corporation
Indiana
$1.75K – – –
NECFA
422
New England Capital Financial Advisors
Connecticut
$1.64K +$1.62K +50 New
PA
423
PSI Advisors
Florida
$1.63K – – –
PFBT
424
Parkside Financial Bank & Trust
Missouri
$1.51K +$616 +19 +59%
RA
425
Rise Advisors
New York
$1.49K – – –
15 16
17
18 19

PENN Hedge Fund Activity: Q4 2022 in Review

464 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PENN Entertainment (PENN) for Q4 2022, worth a combined $3.99B — up 9.2% from $3.65B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new PENN positions and 58 closed out — a net gain of 28 holders — while 116 added to existing stakes and 164 trimmed.

The largest buyer was HG Vora Capital Management, adding an estimated $89.2M. The largest seller was Invesco, cutting an estimated $38.9M.

  • 464 institutional investors held PENN Entertainment (PENN) as of Q4 2022, up from 444 in Q3 2022.
  • Funds reported $3.99B of PENN Entertainment stock for Q4 2022, up 9.2% quarter-over-quarter.
  • 86 funds opened new PENN Entertainment positions in Q4 2022 and 58 closed out, a net change of +28 holders.
  • The largest PENN Entertainment buyer in Q4 2022 was HG Vora Capital Management, an estimated $89.2M added.
  • The largest PENN Entertainment seller in Q4 2022 was Invesco, an estimated $38.9M sold.

Based on aggregated 13F filings for Q4 2022.