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PATI

Patriot Transportation Holding, Inc. Common Stock

Delisted

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

26 hedge funds and large institutions have $11.7M invested in Patriot Transportation Holding, Inc. Common Stock in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

18% more funds holding

Funds holding: 2226 (+4)

14% less capital invested

Capital invested by funds: $13.6M → $11.7M (-$1.88M)

88% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 8

Holders
26
Holders Change
+4
Holders Change %
+18.18%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
1
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CDH
1
Charles D. Hyman
$2.89M -$10.4K -1,050 -0.3%
MA
2
Minerva Advisors
Pennsylvania
$2.6M
WIC
3
Willis Investment Counsel
Georgia
$1.74M -$273K -27,413 -12%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$953K -$56.8K -5,716 -5%
ECM
5
Estabrook Capital Management
New York
$687K -$3.48K -350 -0.4%
RA
6
Royce & Associates
New York
$490K -$1.38M -139,100 -71%
BlackRock
7
BlackRock
New York
$449K
CAM
8
Capco Asset Management
Florida
$388K +$439K +44,205 New
BCM
9
Bridgeway Capital Management
Texas
$350K -$109K -11,000 -22%
WIM
10
Wittenberg Investment Management
Massachusetts
$246K -$181K -18,221 -39%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$162K
Vanguard Group
12
Vanguard Group
Pennsylvania
$157K
VF
13
Virtu Financial
New York
$152K +$172K +17,281 New
Renaissance Technologies
14
Renaissance Technologies
New York
$128K +$145K +14,600 New
Geode Capital Management
15
Geode Capital Management
Massachusetts
$94K
RJA
16
Raymond James & Associates
Florida
$93K
MAM
17
Marquette Asset Management
Minnesota
$66K +$74.3K +7,477 New
Fidelity Investments
18
Fidelity Investments
Massachusetts
$44K +$49.7K +5,000 New
TRCT
19
Tower Research Capital (TRC)
New York
$7K +$1.29K +130 +21%
UBS Group
20
UBS Group
Switzerland
$6K +$6.81K +685 New
Bank of America
21
Bank of America
North Carolina
$4K -$278 -28 -5%
CT
22
Clearstead Trust
Maine
$4K
Morgan Stanley
23
Morgan Stanley
New York
$4K
Wells Fargo
24
Wells Fargo
California
$2K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1K

PATI Hedge Fund Activity: Q4 2020 in Review

26 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Patriot Transportation Holding, Inc. Common Stock (PATI) for Q4 2020, worth a combined $11.7M — down 14% from $13.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PATI positions and 2 closed out — a net gain of 4 holders — while 1 added to existing stakes and 8 trimmed.

The largest buyer was Capco Asset Management, opening a new position worth an estimated $439K. The largest seller was Royce & Associates, cutting an estimated $1.38M.

  • 26 institutional investors held Patriot Transportation Holding, Inc. Common Stock (PATI) as of Q4 2020, up from 22 in Q3 2020.
  • Funds reported $11.7M of Patriot Transportation Holding, Inc. Common Stock stock for Q4 2020, down 14% quarter-over-quarter.
  • 6 funds opened new Patriot Transportation Holding, Inc. Common Stock positions in Q4 2020 and 2 closed out, a net change of +4 holders.
  • The largest Patriot Transportation Holding, Inc. Common Stock buyer in Q4 2020 was Capco Asset Management, an estimated $439K added.
  • The largest Patriot Transportation Holding, Inc. Common Stock seller in Q4 2020 was Royce & Associates, an estimated $1.38M sold.

Based on aggregated 13F filings for Q4 2020.