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PENN Entertainment

600 hedge funds and large institutions have $9.75B invested in PENN Entertainment in 2021 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 232 increasing their positions, 169 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more funds holding in top 10

Funds holding in top 10: 512 (+7)

39% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 71

37% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 169

3% more funds holding

Funds holding: 582600 (+18)

1.42% more ownership

Funds ownership: 84.43%85.85% (+1.4%)

9% more call options, than puts

Call options by funds: $732M | Put options by funds: $675M

3% less capital invested

Capital invested by funds: $10.1B → $9.75B (-$336M)

Holders
600
Holders Change
+18
Holders Change %
+3.09%
% of All Funds
10.5%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.21%
New
99
Increased
232
Reduced
169
Closed
71
Calls
$732M
Puts
$675M
Net Calls
+$57.5M
Net Calls Change
-$25.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.48B -$34.2M -465,814 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.2B +$154M +2,099,188 +15%
BlackRock
3
BlackRock
New York
$1.03B +$83.2M +1,132,204 +9%
Invesco
4
Invesco
Georgia
$780M +$127M +1,731,555 +19%
BAMCO Inc
5
BAMCO Inc
New York
$755M -$3.53M -48,033 -0.5%
AM
6
Atreides Management
Massachusetts
$350M +$356M +4,836,746 New
State Street
7
State Street
Massachusetts
$347M +$5.81M +79,047 +2%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$320M +$27.8M +377,816 +9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$210M +$15.9M +216,755 +8%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$173M +$29.4M +400,613 +20%
Bank of America
11
Bank of America
North Carolina
$156M -$44.4M -603,504 -22%
WRCM
12
Whale Rock Capital Management
Massachusetts
$148M
Charles Schwab
13
Charles Schwab
California
$117M +$9.3M +126,509 +8%
Morgan Stanley
14
Morgan Stanley
New York
$113M -$41.9M -569,546 -27%
Norges Bank
15
Norges Bank
Norway
$102M -$1.16M -15,743 -1%
Northern Trust
16
Northern Trust
Illinois
$89.7M -$4.96M -67,486 -5%
EARNEST Partners
17
EARNEST Partners
Georgia
$70.7M +$4.48M +60,930 +7%
JCAM
18
Jericho Capital Asset Management
New York
$65.6M +$66.6M +906,000 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$65.2M +$2.09M +28,480 +3%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$58.4M +$7.3M +99,320 +14%
Wells Fargo
21
Wells Fargo
California
$55.6M +$2.06M +28,033 +4%
Millennium Management
22
Millennium Management
New York
$55.5M -$64.6M -879,362 -53%
GCM
23
Graham Capital Management
Connecticut
$53.7M +$54.5M +741,447 New
Citadel Advisors
24
Citadel Advisors
Florida
$53.1M +$5.75M +78,225 +12%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$51.1M -$444K -6,041 -0.8%

PENN Hedge Fund Activity: Q3 2021 in Review

600 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PENN Entertainment (PENN) for Q3 2021, worth a combined $9.75B — down 3.3% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new PENN positions and 71 closed out — a net gain of 28 holders — while 232 added to existing stakes and 169 trimmed.

The largest buyer was Atreides Management, opening a new position worth an estimated $356M. The largest seller was HG Vora Capital Management, exiting entirely with an estimated $191M sold.

  • 600 institutional investors held PENN Entertainment (PENN) as of Q3 2021, up from 582 in Q2 2021.
  • Funds reported $9.75B of PENN Entertainment stock for Q3 2021, down 3.3% quarter-over-quarter.
  • 99 funds opened new PENN Entertainment positions in Q3 2021 and 71 closed out, a net change of +28 holders.
  • The largest PENN Entertainment buyer in Q3 2021 was Atreides Management, an estimated $356M added.
  • The largest PENN Entertainment seller in Q3 2021 was HG Vora Capital Management, an estimated $191M sold.

Based on aggregated 13F filings for Q3 2021.