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PATI

Patriot Transportation Holding, Inc. Common Stock

Delisted

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

27 hedge funds and large institutions have $15.4M invested in Patriot Transportation Holding, Inc. Common Stock in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

4% more funds holding

Funds holding: 2627 (+1)

2% more capital invested

Capital invested by funds: $15M → $15.4M (+$337K)

67% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 9

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CDH
1
Charles D. Hyman
$3.77M -$31.5K -2,810 -0.8%
MA
2
Minerva Advisors
Pennsylvania
$3.3M
OC
3
Oppenheimer & Close
New York
$1.41M +$1.4M +124,922 New
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.18M -$8.83K -788 -0.7%
WIC
5
Willis Investment Counsel
Georgia
$1.09M -$1.2M -107,321 -53%
ECM
6
Estabrook Capital Management
New York
$936K -$12.8K -1,140 -1%
RA
7
Royce & Associates
New York
$628K
BlackRock
8
BlackRock
New York
$566K -$12.5K -1,119 -2%
CAM
9
Capco Asset Management
Florida
$500K
WIM
10
Wittenberg Investment Management
Massachusetts
$434K +$84.9K +7,583 +24%
Renaissance Technologies
11
Renaissance Technologies
New York
$397K -$54.8K -4,891 -12%
BCM
12
Bridgeway Capital Management
Texas
$393K -$56K -5,000 -13%
Vanguard Group
13
Vanguard Group
Pennsylvania
$175K
RJA
14
Raymond James & Associates
Florida
$126K
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$123K
Geode Capital Management
16
Geode Capital Management
Massachusetts
$121K
Fidelity Investments
17
Fidelity Investments
Massachusetts
$91K +$34K +3,040 +61%
MAM
18
Marquette Asset Management
Minnesota
$84K
UBS Group
19
UBS Group
Switzerland
$20K +$19K +1,692 +1,692%
Morgan Stanley
20
Morgan Stanley
New York
$6K
CT
21
Clearstead Trust
Maine
$6K +$5.6K +500 New
Bank of America
22
Bank of America
North Carolina
$5K -$7.59K -678 -58%
Wells Fargo
23
Wells Fargo
California
$3K
TRCT
24
Tower Research Capital (TRC)
New York
$2K -$4.43K -396 -70%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1K

PATI Hedge Fund Activity: Q2 2021 in Review

27 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Patriot Transportation Holding, Inc. Common Stock (PATI) for Q2 2021, worth a combined $15.4M — up 2.2% from $15M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new PATI positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 9 trimmed.

The largest buyer was Oppenheimer & Close, opening a new position worth an estimated $1.4M. The largest seller was Willis Investment Counsel, cutting an estimated $1.2M.

  • 27 institutional investors held Patriot Transportation Holding, Inc. Common Stock (PATI) as of Q2 2021, up from 26 in Q1 2021.
  • Funds reported $15.4M of Patriot Transportation Holding, Inc. Common Stock stock for Q2 2021, up 2.2% quarter-over-quarter.
  • 2 funds opened new Patriot Transportation Holding, Inc. Common Stock positions in Q2 2021 and 1 closed out, a net change of +1 holder.
  • The largest Patriot Transportation Holding, Inc. Common Stock buyer in Q2 2021 was Oppenheimer & Close, an estimated $1.4M added.
  • The largest Patriot Transportation Holding, Inc. Common Stock seller in Q2 2021 was Willis Investment Counsel, an estimated $1.2M sold.

Based on aggregated 13F filings for Q2 2021.