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PATI

Patriot Transportation Holding, Inc. Common Stock

Delisted

PATI was delisted on the 21st of December, 2023.

28 hedge funds and large institutions have $29.5M invested in Patriot Transportation Holding, Inc. Common Stock in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $27.4M → $29.5M (+$2.1M)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

7% less funds holding

Funds holding: 3028 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
8
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.38M +$6.41K +342 +0.1%
RA
2
Royce & Associates
New York
$3.62M
PAMP
3
Polar Asset Management Partners
Ontario, Canada
$2.96M +$62.9K +3,353 +2%
MA
4
Minerva Advisors
Pennsylvania
$2.89M
CDH
5
Charles D. Hyman
$2.8M +$114K +6,063 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.05M +$20.6K +1,100 +1%
WIC
7
Willis Investment Counsel
Georgia
$1.93M +$120K +6,382 +7%
ECM
8
Estabrook Capital Management
New York
$1.76M -$7.9K -421 -0.4%
BlackRock
9
BlackRock
New York
$1.04M -$12.9K -686 -1%
QCMC
10
Quantum Capital Management (California)
California
$1.02M +$195K +10,399 +24%
BCM
11
Bridgeway Capital Management
Texas
$944K
SIC
12
Salem Investment Counselors
North Carolina
$896K -$98.5K -5,250 -10%
CSC
13
Cove Street Capital
California
$627K
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$345K
RCM
15
Rutabaga Capital Management
Massachusetts
$318K
TA
16
Teton Advisors
New York
$315K +$37.5K +2,000 +13%
Vanguard Group
17
Vanguard Group
Pennsylvania
$265K -$8.52K -454 -3%
RJA
18
Raymond James & Associates
Florida
$212K -$12.1K -643 -5%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$41K
Deutsche Bank
20
Deutsche Bank
Germany
$30K -$37.1K -1,977 -55%
Bank of America
21
Bank of America
North Carolina
$11K +$2.18K +116 +24%
Morgan Stanley
22
Morgan Stanley
New York
$9K -$5.14K -274 -35%
Wells Fargo
23
Wells Fargo
California
$5K
UBS Group
24
UBS Group
Switzerland
$3K +$3.34K +178 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2K -$19 -1 -1%

PATI Hedge Fund Activity: Q1 2018 in Review

28 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Patriot Transportation Holding, Inc. Common Stock (PATI) for Q1 2018, worth a combined $29.5M — up 7.7% from $27.4M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of PATI and 1 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 8 added.

The largest buyer was Quantum Capital Management (California), adding an estimated $195K. The largest seller was Salem Investment Counselors, cutting an estimated $98.5K.

  • 28 institutional investors held Patriot Transportation Holding, Inc. Common Stock (PATI) as of Q1 2018, down from 30 in Q4 2017.
  • Funds reported $29.5M of Patriot Transportation Holding, Inc. Common Stock stock for Q1 2018, up 7.7% quarter-over-quarter.
  • 1 fund opened new Patriot Transportation Holding, Inc. Common Stock positions in Q1 2018 and 3 closed out, a net change of -2 holders.
  • The largest Patriot Transportation Holding, Inc. Common Stock buyer in Q1 2018 was Quantum Capital Management (California), an estimated $195K added.
  • The largest Patriot Transportation Holding, Inc. Common Stock seller in Q1 2018 was Salem Investment Counselors, an estimated $98.5K sold.

Based on aggregated 13F filings for Q1 2018.