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PENN Entertainment

170 hedge funds and large institutions have $814M invested in PENN Entertainment in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 43 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 43

1% less capital invested

Capital invested by funds: $822M → $814M (-$8.14M)

9% less funds holding

Funds holding: 186170 (-16)

13% less call options, than puts

Call options by funds: $802K | Put options by funds: $918K

39% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 38

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
170
Holders Change
-16
Holders Change %
-8.6%
% of All Funds
4.89%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
23
Increased
74
Reduced
43
Closed
38
Calls
$802K
Puts
$918K
Net Calls
-$116K
Net Calls Change
-$5.77M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1
PAR Capital Management
Massachusetts
$93.5M
BAMCO Inc
2
BAMCO Inc
New York
$92M -$1.73M -146,139 -2%
Harris Associates
3
Harris Associates
Illinois
$59.3M -$200K -16,952 -0.3%
DC
4
Davenport & Co
Virginia
$48.2M +$6.85M +579,364 +17%
Vanguard Group
5
Vanguard Group
Pennsylvania
$48.1M +$2.04M +172,262 +5%
PI
6
Putnam Investments
Massachusetts
$35.1M -$17.5M -1,479,344 -34%
BIT
7
BlackRock Institutional Trust
California
$26.9M +$5.56M +470,520 +27%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$26.4M +$5.98M +505,783 +30%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$26.2M -$11.7M -993,147 -31%
BFA
10
BlackRock Fund Advisors
California
$21.4M +$15M +1,270,356 +259%
Norges Bank
11
Norges Bank
Norway
$20.4M +$12.6M +1,064,137 +173%
AQR Capital Management
12
AQR Capital Management
Connecticut
$18.6M +$1M +84,904 +6%
State Street
13
State Street
Massachusetts
$16M +$5.97M +504,970 +62%
Westfield Capital Management
14
Westfield Capital Management
Massachusetts
$14.7M +$14.3M +1,207,175 New
BRIM
15
Broad Run Investment Management
Virginia
$14.5M -$338K -28,598 -2%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$12.2M +$11.9M +1,004,634 New
NM
17
Nokota Management
New York
$12.1M +$7.09M +600,000 +150%
SAM
18
Sentinel Asset Management
Vermont
$11.8M +$2.82M +239,010 +32%
Charles Schwab
19
Charles Schwab
California
$11.4M +$4.88M +413,366 +78%
Citadel Advisors
20
Citadel Advisors
Florida
$9.95M -$4.59M -388,087 -32%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$8.81M +$1.04M +87,917 +14%
Two Sigma Investments
22
Two Sigma Investments
New York
$8.68M +$2.77M +234,408 +49%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$8.27M +$2M +168,927 +33%
Millennium Management
24
Millennium Management
New York
$8.04M -$1.77M -150,113 -18%
PCM
25
Penn Capital Management
Pennsylvania
$7.43M +$867K +73,328 +14%

PENN Hedge Fund Activity: Q2 2014 in Review

170 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in PENN Entertainment (PENN) for Q2 2014, worth a combined $814M — down 0.99% from $822M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of PENN and 23 opened new positions — a net loss of 15 holders — while 43 trimmed existing stakes and 74 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $15M. The largest seller was Greenlight Capital, exiting entirely with an estimated $24.6M sold.

  • 170 institutional investors held PENN Entertainment (PENN) as of Q2 2014, down from 186 in Q1 2014.
  • Funds reported $814M of PENN Entertainment stock for Q2 2014, down 0.99% quarter-over-quarter.
  • 23 funds opened new PENN Entertainment positions in Q2 2014 and 38 closed out, a net change of -15 holders.
  • The largest PENN Entertainment buyer in Q2 2014 was BlackRock Fund Advisors, an estimated $15M added.
  • The largest PENN Entertainment seller in Q2 2014 was Greenlight Capital, an estimated $24.6M sold.

Based on aggregated 13F filings for Q2 2014.