Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Penske Automotive Grp Inc (PAG)

386 + Investors. Track Smart Money conviction in PAG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — PAG

Based on 394 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PAG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
394 hedge funds hold PAG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

213 buying157 selling
Last quarter: 213 funds bought or added vs 157 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new PAG position: 61 → 73 → 53 → 66. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 14% medium ■ 22% new
252 out of 394 hedge funds have held PAG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~66 new funds/quarter

49 → 61 → 73 → 53 → 66 new funds/Q
New funds entering each quarter: 61 → 73 → 53 → 66. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 23% newcomers

■ 68% veterans ■ 9% 1-2yr ■ 23% new
Entry-cohort mix of 400 holders: 272 (68%) are 2+ year veterans, 35 entered 1–2 years ago, and 93 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 72% AUM from top-100 funds

72% from top-100 AUM funds
55 of 391 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in PAG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PAG

In 2026 Q2, 213 hedge funds were net buyers of PAG (66 opened a new position, 147 added to an existing one), while 157 reduced or exited (108 trimmed, 49 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 72% of total institutional value in PAG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 394.

Hedge Fund Ownership: PAG

How many hedge funds hold PAG — quarterly history vs. share price
Quarterly hedge fund ownership of PAG vs. share price

Market Analysis: PAG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PAG

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 1 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: PAG
386 + Investors

Track Smart Money conviction in PAG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 386 377 2.39%
13F Shares 19M 19M -1.09%
Total Value $3.18B $2.55B 24.72%
New Positions 63 53 +10
Increased Positions 144 130 +14
Closed Positions 51 65 -14
Reduced Positions 106 126 -20
Total Calls 5 3 66.67%
Total Puts 3 3 -
PUT/CALL Ratio 0.6 1.0 Bullish

Statistics: PAG

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

386 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PAG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 PAG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bruni J V & Co /Co 2.81% 171,994 $30.8M
2 Significant Wealth Partners LLC 2.33% 12,032 $2.2M
3 Applied Capital LLC/FL 2.01% 27,632 $4.9M
4 Calydon Capital 1.04% 39,620 $7.1M
5 Meixler Investment Management, Ltd. 0.92% 9,357 $1.7M
6 Private Management Group Inc 0.80% 170,497 $30.5M
7 Diamant Asset Management, INC. 0.72% 5,915 $1.1M
8 Gamco Investors, INC. Et Al 0.63% 394,387 $70.6M
9 Basepoint Wealth LLC 0.62% 6,014 $1.1M
10 PDT Partners, LLC 0.60% 64,010 $11.5M
11 J. Goldman & Co LP 0.56% 121,579 $21.8M
12 Everstar Asset Management, LLC 0.53% 6,192 $1.1M
13 Hamlin Capital Management, LLC 0.52% 129,925 $23.3M
14 Moran Wealth Management, LLC 0.51% 103,649 $18.5M
15 Bluesphere Advisors LLC 0.45% 8,205 $1.5M
16 Miller Capital Partners, Inc. 0.40% 5,679 $1.0M
17 Independent Solutions Wealth Management, LLC 0.38% 16,371 $2.9M
18 Croban 0.36% 4,566 $817K
19 Nilsine Partners, LLC 0.34% 27,655 $4.9M
20 Horizon Kinetics Asset Management LLC 0.28% 139,067 $24.9M
21 Inspire Advisors, LLC 0.22% 17,757 $3.2M
22 Bahl & Gaynor LLC 0.22% 264,799 $47.4M
23 Kendall Capital Management 0.22% 7,280 $1.3M
24 Severin Investments, LLC 0.21% 1,576 $282K
25 Anchyra Partners LLC 0.19% 4,421 $791K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Penske Automotive Grp Inc (PAG)

What does the Smart Money Trend signal show for PAG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PAG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PAG?

Slight buying edge — 58% buying: Last quarter: 213 funds bought or added vs 157 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PAG holders?

Elite ownership — 72% AUM from top-100 funds: 55 of 391 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in PAG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PAG?

64% of holders stayed for 2+ years: 252 out of 394 hedge funds have held PAG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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