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PENN Entertainment
PENN

493 hedge funds and large institutions have $12.2B invested in PENN Entertainment in 2020 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 168 increasing their positions, 148 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 67

39% more call options, than puts

Call options by funds: $755M | Put options by funds: $542M

23% more capital invested

Capital invested by funds: $9.95B → $12.2B (+$2.25B)

14% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 148

12% more funds holding

Funds holding: 439 → 493 (+54)

1.54% more ownership

Funds ownership: 89.65% → 91.19% (+1.5%)

39% less funds holding in top 10

Funds holding in top 10: 18 → 11 (-7)

Holders
493
Holders Change
+54
Holders Change %
+12.3%
% of All Funds
8.72%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.19%
New
124
Increased
168
Reduced
148
Closed
67
Calls
$755M
Puts
$542M
Net Calls
+$213M
Net Calls Change
+$85.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$185M
2
Invesco
Invesco
Georgia
+$92.4M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$65.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$52.9M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$46.4M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$58.1M
2
Voloridge Investment Management
Voloridge Investment Management
Florida
-$49.9M
3
CCM
CAAS Capital Management
New York
-$42M
4
JCAM
Jericho Capital Asset Management
New York
-$41M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$35.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
426
Northwestern Mutual Wealth Management
Wisconsin
$17K – – –
NSB
427
Norway Savings Bank
Maine
$17K – – –
FPCG
428
Fort Pitt Capital Group
Pennsylvania
$17K +$14.3K +200 New
HNB
429
Huntington National Bank
Ohio
$17K +$14.3K +200 +20,000%
TIAM2
430
Tru Independence Asset Management 2
Oregon
$17K +$14.3K +200 New
VNA
431
Valley National Advisers
Pennsylvania
$17K +$14.3K +200 New
RCA
432
Ranch Capital Advisors
Florida
$15K – – –
TFGT
433
TS Financial Group (TSFG)
Illinois
$14K +$10.7K +150 +1,000%
CA
434
Centerpoint Advisors
Massachusetts
$13K – – –
BWA
435
BDO Wealth Advisors
Florida
$13K +$7.49K +105 +210%
FPS
436
Fieldpoint Private Securities
Connecticut
$13K +$10.7K +150 New
ST
437
Smithfield Trust
Pennsylvania
$12K – – –
MAWCM
438
Mine & Arao Wealth Creation & Management
California
$12K +$9.63K +135 New
LWCFA
439
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K +$9.78K +137 New
FF
440
FourThought Financial
Florida
$12K +$10.3K +145 New
RA
441
Reby Advisors
Connecticut
$11K +$8.92K +125 New
ICP
442
Interchange Capital Partners
Pennsylvania
$11K +$9.28K +130 New
EFSCE
443
Enterprise Financial Services Corp (EFSC)
Missouri
$10K – – –
CP
444
Corbenic Partners
Pennsylvania
$10K +$7.85K +110 +2,200%
JPLA
445
Joseph P. Lucia & Associates
New York
$10K +$8.28K +116 New
TF
446
Tompkins Financial
New York
$9K -$7.14K -100 -50%
CAL
447
Capital Analysts LLC
Pennsylvania
$9K – – –
IWP
448
IAG Wealth Partners
Wisconsin
$9K – – –
JWBC
449
John W. Brooker & Co
California
$9K – – –
NC
450
NewSquare Capital
Pennsylvania
$9K – – –
16 17
18
19 20

PENN Hedge Fund Activity: Q4 2020 in Review

493 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in PENN Entertainment (PENN) for Q4 2020, worth a combined $12.2B — up 23% from $9.95B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new PENN positions and 67 closed out — a net gain of 57 holders — while 168 added to existing stakes and 148 trimmed.

The largest buyer was BlackRock, adding an estimated $185M. The largest seller was Lord, Abbett & Co, cutting an estimated $58.1M.

  • 493 institutional investors held PENN Entertainment (PENN) as of Q4 2020, up from 439 in Q3 2020.
  • Funds reported $12.2B of PENN Entertainment stock for Q4 2020, up 23% quarter-over-quarter.
  • 124 funds opened new PENN Entertainment positions in Q4 2020 and 67 closed out, a net change of +57 holders.
  • The largest PENN Entertainment buyer in Q4 2020 was BlackRock, an estimated $185M added.
  • The largest PENN Entertainment seller in Q4 2020 was Lord, Abbett & Co, an estimated $58.1M sold.

Based on aggregated 13F filings for Q4 2020.