Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Penske Automotive Grp Inc (PAG)

372 + 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
↓ -14
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — PAG

Based on 374 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PAG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
374 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.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
14 fewer hedge funds hold PAG compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 49% buying

183 buying191 selling
Last quarter: 191 funds reduced or exited vs 183 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-21 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 48 → 61 → 73 → 52. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 17% medium ■ 18% new
244 out of 374 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.
💎

Buying through price weakness — shares +7%, value -8%

Value
-7%
Shares
+7%
Last quarter: funds added +7% more shares while total portfolio value only changed -8%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

56 → 48 → 61 → 73 → 52 new funds/Q
New funds entering each quarter: 48 → 61 → 73 → 52. A growing number of institutions are discovering PAG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 8% 1-2yr ■ 22% new
Of 378 current holders: 262 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
48 of 374 holders are among the 100 largest funds by AUM, controlling 56% 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.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 Q1, 183 hedge funds were net buyers of PAG (52 opened a new position, 131 added to an existing one), while 191 reduced or exited (125 trimmed, 66 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 56% of total institutional value in PAG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -14 funds (more exits than new entries). Total institutional holders: 374.

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

-- --

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

Is It Too Late to Buy Penske Automotive Grp Inc (PAG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PAG has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
PAG
+16.8%
XLY
+8.9%

PAG outperformed XLY by +7.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
PAG
+7.7%
XLY
+1.9%

Since the filing became public, PAG outperformed XLY by +5.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

33 top-rated funds 2 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: PAG
372 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 372 388 -4.12%
13F Shares 19M 17M 7.49%
Total Value $2.53B $2.73B -7.61%
New Positions 50 73 -23
Increased Positions 130 118 +12
Closed Positions 66 68 -2
Reduced Positions 124 127 -3
Total Calls 3 3 -
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.0 0.67 Neutral

Statistics: PAG

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

372 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bruni J V & Co /Co 2.74% 175,216 $26.2M
2 Significant Wealth Partners LLC 2.21% 12,005 $1.8M
3 Applied Capital LLC/FL 1.93% 27,326 $4.1M
4 Calydon Capital 0.95% 39,104 $5.8M
5 Meixler Investment Management, Ltd. 0.74% 9,253 $1.4M
6 Private Management Group Inc 0.74% 171,753 $25.7M
7 Gamco Investors, INC. Et Al 0.58% 394,995 $59.1M
8 Moran Wealth Management, LLC 0.49% 107,210 $16.0M
9 Hamlin Capital Management, LLC 0.47% 131,362 $19.6M
10 Everstar Asset Management, LLC 0.47% 5,883 $880K
11 Bluesphere Advisors LLC 0.44% 8,186 $1.2M
12 Independent Solutions Wealth Management, LLC 0.37% 16,646 $2.5M
13 Miller Capital Partners, Inc. 0.37% 5,084 $760K
14 Nilsine Partners, LLC 0.34% 27,497 $4.4M
15 MQS Management LLC 0.32% 3,169 $474K
16 Basepoint Wealth LLC 0.27% 3,101 $464K
17 Aster Capital Management (DIFC) Ltd 0.26% 5,442 $784K
18 Horizon Kinetics Asset Management LLC 0.23% 142,507 $21.3M
19 Kendall Capital Management 0.23% 7,380 $1.1M
20 Axq Capital, LP 0.19% 9,878 $1.5M
21 Anchyra Partners LLC 0.17% 3,852 $576K
22 Burke & Herbert Bank & Trust Co 0.17% 4,000 $598K
23 PDT Partners, LLC 0.16% 18,191 $2.7M
24 Victory Capital Management Inc 0.16% 1,654,034 $247.3M
25 EntryPoint Capital, LLC 0.15% 3,367 $503K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PAG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PAG?

More sellers than buyers — 49% buying: Last quarter: 191 funds reduced or exited vs 183 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PAG holders?

Elite ownership — 56% AUM from top-100 funds: 48 of 374 holders are among the 100 largest funds by AUM, controlling 56% 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?

65% of holders stayed for 2+ years: 244 out of 374 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.

Is it too late to buy Penske Automotive Grp Inc (PAG) following the 2026 Q1 hedge fund 13F filings?

As of today, PAG has moved +7.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.9% for the XLY sector ETF — an outperformance of +5.8%. Since the quarter end (March 31, 2026), PAG has gained +16.8% vs +8.9% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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