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Patrick Industries

301 hedge funds and large institutions have $3.17B invested in Patrick Industries in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 105 increasing their positions, 96 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 18

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

34% more capital invested

Capital invested by funds: $2.37B → $3.17B (+$796M)

14% more funds holding

Funds holding: 263301 (+38)

2.68% more ownership

Funds ownership: 146.53%149.21% (+2.7%)

9% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 96

51% less call options, than puts

Call options by funds: $4.74M | Put options by funds: $9.66M

Holders
301
Holders Change
+38
Holders Change %
+14.45%
% of All Funds
4.32%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
57
Increased
105
Reduced
96
Closed
18
Calls
$4.74M
Puts
$9.66M
Net Calls
-$4.92M
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
201
Kendall Capital Management
Maryland
$336K -$31.5K -375 -10%
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$326K +$34K +405 +13%
FMI
203
F/M Investments
District of Columbia
$323K +$285K +3,401 New
SCA
204
Snowden Capital Advisors
New York
$314K +$278K +3,312 New
AIP
205
Ameritas Investment Partners
Nebraska
$302K
HFO
206
Heritage Family Offices
Arizona
$295K -$2.77K -33 -1%
BCM
207
BTC Capital Management
Iowa
$290K -$45.7K -545 -15%
HIIFS
208
Harel Insurance Investments & Financial Services
Israel
$272K
TI
209
Tidal Investments
Wisconsin
$271K +$240K +2,861 New
Millennium Management
210
Millennium Management
New York
$269K -$2.96M -35,339 -93%
Corient Private Wealth
211
Corient Private Wealth
Florida
$263K +$232K +2,768 New
SOW
212
State of Wyoming
Wyoming
$258K -$79.1K -943 -26%
Neuberger Berman Group
213
Neuberger Berman Group
New York
$250K +$221K +2,634 New
CC
214
Centiva Capital
New York
$249K -$299K -3,570 -58%
ECM
215
Evergreen Capital Management
Washington
$241K +$213K +2,543 New
CGH
216
Crossmark Global Holdings
Texas
$236K +$209K +2,490 New
CAM
217
Cresset Asset Management
Illinois
$228K +$202K +2,403 New
FIM
218
Freedom Investment Management
Connecticut
$224K -$40.3K -480 -17%
AWS
219
Atria Wealth Solutions
New York
$223K +$197K +2,348 New
HW
220
Hancock Whitney
Mississippi
$220K +$195K +2,319 New
CA
221
Clearstead Advisors
Ohio
$219K +$10.2K +122 +6%
Cerity Partners
222
Cerity Partners
New York
$207K +$183K +2,177 New
DCM
223
DGS Capital Management
New Jersey
$200K +$177K +2,112 New
EI
224
Ethic Inc
New York
$200K -$56.7K -676 -21%
Osaic Holdings
225
Osaic Holdings
Arizona
$193K -$59K -703 -26%

PATK Hedge Fund Activity: Q3 2024 in Review

301 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Patrick Industries (PATK) for Q3 2024, worth a combined $3.17B — up 34% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new PATK positions and 18 closed out — a net gain of 39 holders — while 105 added to existing stakes and 96 trimmed.

The largest buyer was Capital World Investors, adding an estimated $34.2M. The largest seller was Pacer Advisors, cutting an estimated $52.9M.

  • 301 institutional investors held Patrick Industries (PATK) as of Q3 2024, up from 263 in Q2 2024.
  • Funds reported $3.17B of Patrick Industries stock for Q3 2024, up 34% quarter-over-quarter.
  • 57 funds opened new Patrick Industries positions in Q3 2024 and 18 closed out, a net change of +39 holders.
  • The largest Patrick Industries buyer in Q3 2024 was Capital World Investors, an estimated $34.2M added.
  • The largest Patrick Industries seller in Q3 2024 was Pacer Advisors, an estimated $52.9M sold.

Based on aggregated 13F filings for Q3 2024.