Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PENSKE AUTOMOTIVE GRP INC (PAG)

370 + 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
↑ +6
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — PAG

Based on 365 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
365 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 — +4% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

186 buying186 selling
Last quarter: 186 funds bought or added vs 186 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: 52 → 45 → 58 → 71. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 19% medium ■ 14% new
244 out of 365 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.
📈

Growing discovery — still being found

45 → 52 → 45 → 58 → 71 new funds/Q
New funds entering each quarter: 52 → 45 → 58 → 71. A growing number of institutions are discovering PAG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 10% 1-2yr ■ 18% new
Of 370 current holders: 266 (72%) 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 — 60% AUM from top-100 funds

60% from top-100 AUM funds
39 of 365 holders are among the 100 largest funds by AUM, controlling 60% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

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.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

56 top-rated funds 1 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: PAG
2026 Q1 Stats Unlock in 10 days 370 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 370 364 1.65%
13F Shares 17M 17M 2.86%
Total Value $2.72B $2.92B -6.62%
New Positions 71 58 +13
Increased Positions 124 130 -6
Closed Positions 65 43 +22
Reduced Positions 128 126 +2
Total Calls 3 3 -
Total Puts 2 3 -33.33%
PUT/CALL Ratio 0.67 1.0 Bullish

Statistics: PAG

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Valuation Measures Data as of: --

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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) --
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Institutional Holders (2026 Q1)

370 + investors

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

Top 25 institutional holders of PAG — 2025 Q4 · 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 Meixler Investment Management, Ltd. 0.74% 9,253 $1.4M
5 PRIVATE MANAGEMENT GROUP INC 0.74% 171,753 $25.7M
6 DIAMANT ASSET MANAGEMENT, INC. 0.64% 884,411 $884K
7 Moran Wealth Management, LLC 0.49% 107,210 $16.0M
8 Hamlin Capital Management, LLC 0.47% 131,362 $19.6M
9 Everstar Asset Management, LLC 0.47% 5,883 $880K
10 Bluesphere Advisors LLC 0.44% 8,186 $1.2M
11 Independent Solutions Wealth Management, LLC 0.37% 16,646 $2.5M
12 Nilsine Partners, LLC 0.34% 27,497 $4.4M
13 MQS Management LLC 0.32% 3,169 $474K
14 Fruth Investment Management 0.29% 7,800 $1K
15 Basepoint Wealth LLC 0.27% 3,101 $464K
16 Kendall Capital Management 0.23% 7,380 $1.1M
17 ANCHYRA PARTNERS LLC 0.17% 3,852 $576K
18 BURKE & HERBERT BANK & TRUST CO 0.17% 4,000 $598K
19 Renasant Bank 0.15% 1,381 $206K
20 DELTA CAPITAL MANAGEMENT LLC 0.13% 1,640 $245K
21 DENALI ADVISORS LLC 0.12% 7,381 $1.1M
22 BAHL & GAYNOR INC 0.10% 135,409 $20.2M
23 Linden Thomas Advisory Services, LLC 0.10% 7,060 $1.1M
24 GSA CAPITAL PARTNERS LLP 0.09% 9,275 $1K
25 LOGAN CAPITAL MANAGEMENT INC 0.07% 10,577 $1.6M
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 50% buying: Last quarter: 186 funds bought or added vs 186 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 — 60% AUM from top-100 funds: 39 of 365 holders are among the 100 largest funds by AUM, controlling 60% 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?

67% of holders stayed for 2+ years: 244 out of 365 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.