undamentalytics Newsletter

Penske Automotive Group, Inc.: which funds bought and sold

Institutions that bought and sold Penske Automotive Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 199 institutions that filed 13F reports for both quarters added to or opened positions in Penske Automotive Group, and 145 cut or closed them. Together they added a net 480K shares, +2.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 91K shares (−2.0%); index fund managers were net sellers of 30K shares (−0.5%). 56 opened a new position and 42 sold out entirely.

Bought, Q2 2026 199 institutions, 56 of them new holders Sold, Q2 2026 145 institutions, 42 of them sold out
Net change, all compared +480K shares (+2.7%)
Net change, active managers −91K shares (−2.0%), 11 bought, 26 sold

Buyers versus sellers

institutions compared, 420
Active managers and hedge funds 11 bought · 26 sold · −91K
Index fund managers 6 bought · 5 sold · −30K
Other institutions 182 bought · 114 sold · +601K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Dimensional Fund Advisors LP +200K +13.8% 1.6M $295M
J. Goldman & Co LP Hedge fund +122K New position 122K $21.8M
Millennium Management LLC Hedge fund +121K +253.3% 169K $30.2M
Citigroup Inc +72K +132.9% 126K $22.5M
UBS Group AG +70K +39.6% 245K $43.9M
Charles Schwab Investment Management Inc Index funds +59K +10.4% 632K $113M
First Trust Advisors LP +58K +71.1% 140K $25.1M
PDT Partners, LLC Hedge fund +46K +251.9% 64K $11.5M
Goldman Sachs Group Inc +41K +11.9% 386K $69M
Invesco Ltd. +38K +18.9% 241K $43.2M
Gotham Asset Management, LLC Hedge fund +37K +49.7% 112K $20M
Barclays PLC +37K +62.8% 96K $17.2M
Hancock Whitney Corp +35K +627.8% 41K $7.3M
Jpmorgan Chase & Co +27K +30.5% 117K $21.1M
Ilex Capital Partners (UK) LLP +26K New position 26K $4.7M
Natixis +26K New position 26K $4.6M
Inspire Advisors, LLC +18K New position 18K $3.2M
Healthcare Of Ontario Pension Plan Trust Fund +17K New position 17K $3.1M
Royal Bank Of Canada +13K +48.4% 41K $7.3M
BNP Paribas Financial Markets +12K +118.4% 23K $4.1M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Squarepoint Ops LLC Hedge fund −76K −49.3% 79K $14.1M
Blackrock, Inc. Index funds −68K −2.8% 2.3M $418M
Voloridge Investment Management, LLC Hedge fund −61K −49.3% 63K $11.2M
Two Sigma Investments, LP Hedge fund −57K −88.8% 7,197 $1.3M
Citadel Advisors LLC Hedge fund −56K −82.4% 12K $2.1M
LSV Asset Management Active manager −46K −6.4% 679K $121M
Renaissance Technologies LLC Hedge fund −30K −36.6% 52K $9.3M
Wealth Enhancement Advisory Services, LLC −30K −82.7% 6,209 $1.2M
Schonfeld Strategic Advisors LLC Hedge fund −28K −81.6% 6,356 $1.1M
Bank Of America Corp −22K −4.7% 442K $79.1M
Vanguard Portfolio Management LLC Index funds −20K −2.4% 797K $143M
New Age Alpha Advisors, LLC −19K Sold out 0 —
Public Sector Pension Investment Board −16K Sold out 0 —
Prudential Financial Inc −14K Sold out 0 —
Quadrature Capital Ltd Hedge fund −13K Sold out 0 —
Victory Capital Management Inc Active manager −12K −0.7% 1.6M $294M
State Street Corp Index funds −10K −1.6% 625K $112M
Aquatic Capital Management LLC −10K −98.9% 119 $21,295
Campbell & Co Investment Adviser LLC −9,995 Sold out 0 —
Bank Of New York Mellon Corp −9,980 −2.6% 379K $67.8M

New positions

largest by value
InstitutionSharesValue June 30, 2026
J. Goldman & Co LPHedge fund 122K $21.8M
Ilex Capital Partners (UK) LLP 26K $4.7M
Natixis 26K $4.6M
Inspire Advisors, LLC 18K $3.2M
Healthcare Of Ontario Pension Plan Trust Fund 17K $3.1M
Logan Capital Management Inc 11K $1.9M
Imc-Chicago, LLC 6,112 $1.1M
Tidal Investments LLC 5,333 $954,341
Frec Markets, Inc. 4,947 $885,266
Croban 4,566 $817,040

Sold out

largest by value
InstitutionSharesValue March 31, 2026
New Age Alpha Advisors, LLC 19K $2.8M
Public Sector Pension Investment Board 16K $2.3M
Prudential Financial Inc 14K $2.2M
Quadrature Capital LtdHedge fund 13K $1.9M
Campbell & Co Investment Adviser LLC 9,995 $1.5M
Gsa Capital Partners LLP 9,275 $1.4M
Marshall Wace, LLPHedge fund 6,225 $930,762
Numerai Gp LLC 5,765 $861,983
Susquehanna International Group, LLP 5,306 $793,353
Aster Capital Management (Difc) Ltd 5,442 $783,539

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
388
Ten largest holders
57.7%
of 13F-reported shares
Index fund managers
32.0%
of 13F-reported shares
Active managers and hedge funds
24.5%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 11 26 2 3 −91K −2.0%
Index fund managers 6 5 0 0 −30K −0.5%
Other institutions 182 114 54 39 +601K +8.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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