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Patrick Industries

210 hedge funds and large institutions have $1B invested in Patrick Industries in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 70 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more capital invested

Capital invested by funds: $632M → $1B (+$371M)

16% more call options, than puts

Call options by funds: $580K | Put options by funds: $498K

5.83% more ownership

Funds ownership: 133.19%139.02% (+5.8%)

6% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 36

0% more funds holding

Funds holding: 210210 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 70

Holders
210
Holders Change
Holders Change %
0%
% of All Funds
4.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
38
Increased
69
Reduced
70
Closed
36
Calls
$580K
Puts
$498K
Net Calls
+$82K
Net Calls Change
+$768K
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
176
Benjamin F. Edwards & Company
Missouri
$37K +$12K +434 +56%
LIA
177
LS Investment Advisors
Michigan
$33K
VCM
178
Versant Capital Management
Arizona
$32K +$30.2K +1,091 New
AssetMark Inc
179
AssetMark Inc
California
$31K
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$31K
FHA
181
First Horizon Advisors
Tennessee
$29K
MOACM
182
Mutual of America Capital Management
New York
$29K +$3.41K +123 +14%
TRCT
183
Tower Research Capital (TRC)
New York
$26K -$136K -4,901 -85%
AAM
184
Advisors Asset Management
Colorado
$25K -$111 -4 -0.5%
Lazard Asset Management
185
Lazard Asset Management
New York
$22K -$1.1M -39,721 -98%
IDBONY
186
Israel Discount Bank of New York
New York
$19K
AQA
187
Alpha Quant Advisors
Texas
$13K +$11.7K +422 New
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$12K +$3.74K +135 +48%
SWA
189
Sutton Wealth Advisors
Florida
$10.1K -$6.62K -239 -42%
HNB
190
Huntington National Bank
Ohio
$10K +$9.19K +332 New
CBT
191
Capital Bank & Trust
California
$9K +$8.06K +291 New
ASN
192
Advisory Services Network
Georgia
$8K -$4.15K -150 -37%
KPW
193
Kore Private Wealth
New York
$7K +$6.56K +237 New
Federated Hermes
194
Federated Hermes
Pennsylvania
$5K -$471 -17 -9%
WAM
195
Wealthspire Advisors (Maryland)
Maryland
$4K
PFBT
196
Parkside Financial Bank & Trust
Missouri
$3K +$2.55K +92 New
PFO
197
Pathstone Family Office
New Jersey
$3K +$2.66K +96 New
EWM
198
Edge Wealth Management
New York
$2K -$291K -10,500 -99%
WEC
199
Winslow Evans & Crocker
Massachusetts
$2K +$1.25K +45 New
HGWM
200
Harvest Group Wealth Management
Massachusetts
$2K +$1.63K +59 New

PATK Hedge Fund Activity: Q1 2019 in Review

210 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Patrick Industries (PATK) for Q1 2019, worth a combined $1B — up 59% from $632M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PATK positions and 36 closed out — a net gain of 2 holders — while 69 added to existing stakes and 70 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $39.6M. The largest seller was Deutsche Bank, cutting an estimated $11.6M.

  • 210 institutional investors held Patrick Industries (PATK) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $1B of Patrick Industries stock for Q1 2019, up 59% quarter-over-quarter.
  • 38 funds opened new Patrick Industries positions in Q1 2019 and 36 closed out, a net change of +2 holders.
  • The largest Patrick Industries buyer in Q1 2019 was Wellington Management Group, an estimated $39.6M added.
  • The largest Patrick Industries seller in Q1 2019 was Deutsche Bank, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2019.