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PATI

Patriot Transportation Holding, Inc. Common Stock

Delisted

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

25 hedge funds and large institutions have $9.13M invested in Patriot Transportation Holding, Inc. Common Stock in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2525 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

9% less capital invested

Capital invested by funds: $10.1M → $9.13M (-$953K)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CDH
1
Charles D. Hyman
$2.55M
MA
2
Minerva Advisors
Pennsylvania
$1.83M
OC
3
Oppenheimer & Close
New York
$922K
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$751K +$2.27K +291 +0.3%
ECM
5
Estabrook Capital Management
New York
$723K -$1.56K -200 -0.2%
RA
6
Royce & Associates
New York
$415K
WIC
7
Willis Investment Counsel
Georgia
$372K -$5.9K -758 -1%
BlackRock
8
BlackRock
New York
$320K -$44K -5,653 -12%
BCM
9
Bridgeway Capital Management
Texas
$259K
WIM
10
Wittenberg Investment Management
Massachusetts
$244K +$41.9K +5,385 +20%
Renaissance Technologies
11
Renaissance Technologies
New York
$197K -$56.8K -7,299 -22%
CAM
12
Capco Asset Management
Florida
$133K -$192K -24,720 -58%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$119K
RJA
14
Raymond James & Associates
Florida
$99K +$778 +100 +0.8%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$83K +$3.37K +433 +4%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$74K
C
17
Covestor
United Kingdom
$15K
TRCT
18
Tower Research Capital (TRC)
New York
$7K -$14.7K -1,888 -68%
UBS Group
19
UBS Group
Switzerland
$4K -$8.76K -1,126 -66%
Morgan Stanley
20
Morgan Stanley
New York
$4K
Wells Fargo
21
Wells Fargo
California
$2K +$8 +1 +0.4%
Citigroup
22
Citigroup
New York
$2K +$2.3K +295 New
Bank of America
23
Bank of America
North Carolina
$1K -$1.56K -200 -58%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1K
CT
25
Clearstead Trust
Maine
-$4K -500 Closed

PATI Hedge Fund Activity: Q2 2022 in Review

25 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Patriot Transportation Holding, Inc. Common Stock (PATI) for Q2 2022, worth a combined $9.13M — down 9.5% from $10.1M a quarter earlier.

Fund positioning in PATI was balanced in Q2 2022: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 8 trimmed.

The largest buyer was Wittenberg Investment Management, adding an estimated $41.9K. The largest seller was Capco Asset Management, cutting an estimated $192K.

  • 25 institutional investors held Patriot Transportation Holding, Inc. Common Stock (PATI) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $9.13M of Patriot Transportation Holding, Inc. Common Stock stock for Q2 2022, down 9.5% quarter-over-quarter.
  • 1 fund opened new Patriot Transportation Holding, Inc. Common Stock positions in Q2 2022 and 1 closed out, a net change of 0 holders.
  • The largest Patriot Transportation Holding, Inc. Common Stock buyer in Q2 2022 was Wittenberg Investment Management, an estimated $41.9K added.
  • The largest Patriot Transportation Holding, Inc. Common Stock seller in Q2 2022 was Capco Asset Management, an estimated $192K sold.

Based on aggregated 13F filings for Q2 2022.