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PENN Entertainment

582 hedge funds and large institutions have $10.1B invested in PENN Entertainment in 2021 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 220 increasing their positions, 158 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 158

14% more call options, than puts

Call options by funds: $677M | Put options by funds: $594M

6% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 125

2% less funds holding

Funds holding: 594582 (-12)

2.44% less ownership

Funds ownership: 86.87%84.43% (-2.4%)

29% less capital invested

Capital invested by funds: $14.2B → $10.1B (-$4.15B)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
582
Holders Change
-12
Holders Change %
-2.02%
% of All Funds
10.13%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
117
Increased
220
Reduced
158
Closed
125
Calls
$677M
Puts
$594M
Net Calls
+$82.7M
Net Calls Change
-$217M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.59B -$4.44M -51,585 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.1B -$64.2M -745,280 -5%
BlackRock
3
BlackRock
New York
$996M -$262M -3,038,988 -19%
BAMCO Inc
4
BAMCO Inc
New York
$800M -$70.6M -819,818 -7%
Invesco
5
Invesco
Georgia
$691M +$96.6M +1,121,290 +14%
State Street
6
State Street
Massachusetts
$360M -$82.5M -958,073 -17%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$309M -$217M -2,516,689 -38%
Bank of America
8
Bank of America
North Carolina
$211M -$117M -1,356,301 -33%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$205M -$60M -696,769 -21%
HVCM
10
HG Vora Capital Management
New York
$191M +$215M +2,500,000 New
Morgan Stanley
11
Morgan Stanley
New York
$163M +$90.3M +1,048,987 +97%
WRCM
12
Whale Rock Capital Management
Massachusetts
$156M -$29.1M -337,778 -14%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$152M +$11M +128,169 +7%
Millennium Management
14
Millennium Management
New York
$126M +$94.9M +1,102,350 +203%
Charles Schwab
15
Charles Schwab
California
$114M -$26.2M -304,411 -17%
Norges Bank
16
Norges Bank
Norway
$109M -$7.46M -86,596 -6%
Goldman Sachs
17
Goldman Sachs
New York
$109M +$45.1M +523,601 +58%
FAM
18
Fred Alger Management
New York
$103M -$4.55M -52,884 -4%
Northern Trust
19
Northern Trust
Illinois
$99.8M -$87.5M -1,015,890 -44%
EARNEST Partners
20
EARNEST Partners
Georgia
$70M +$2.63M +30,537 +3%
DFO
21
Duquesne Family Office
New York
$68.9M
Bank of New York Mellon
22
Bank of New York Mellon
New York
$66.7M -$15.6M -181,359 -17%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$59.8M +$62.7M +728,417 +1,355%
Wells Fargo
24
Wells Fargo
California
$56.5M +$8.05M +93,475 +14%
Renaissance Technologies
25
Renaissance Technologies
New York
$54.7M +$61.6M +714,930 New

PENN Hedge Fund Activity: Q2 2021 in Review

582 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in PENN Entertainment (PENN) for Q2 2021, worth a combined $10.1B — down 29% from $14.2B a quarter earlier.

Sellers outnumbered buyers: 125 funds closed out of PENN and 117 opened new positions — a net loss of 8 holders — while 158 trimmed existing stakes and 220 added.

The largest buyer was HG Vora Capital Management, opening a new position worth an estimated $215M. The largest seller was BlackRock, cutting an estimated $262M.

  • 582 institutional investors held PENN Entertainment (PENN) as of Q2 2021, down from 594 in Q1 2021.
  • Funds reported $10.1B of PENN Entertainment stock for Q2 2021, down 29% quarter-over-quarter.
  • 117 funds opened new PENN Entertainment positions in Q2 2021 and 125 closed out, a net change of -8 holders.
  • The largest PENN Entertainment buyer in Q2 2021 was HG Vora Capital Management, an estimated $215M added.
  • The largest PENN Entertainment seller in Q2 2021 was BlackRock, an estimated $262M sold.

Based on aggregated 13F filings for Q2 2021.