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Patria Investments
PAX

Overview Fund Activity

133 hedge funds and large institutions have $544M invested in Patria Investments in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 41 increasing their positions, 46 reducing their positions, and 22 closing their positions.

Holders
133
Holders Change
+9
Holders Change %
+7.26%
% of All Funds
1.77%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
41
Reduced
46
Closed
22
Calls
$418K
Puts
$1.84M
Net Calls
-$1.42M
Net Calls Change
-$40K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$21.8M
2
BlackRock
2
BlackRock
New York
$59.7M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$15.3M
4
PP
4
Pertento Partners
United Kingdom
$38.5M
5
State Street
5
State Street
Massachusetts
$16M

Top Sellers

1
GPGA
1
Grandeur Peak Global Advisors
Utah
$26.5M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$117M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$11.2M
4
Capital International Investors
4
Capital International Investors
California
$2.92M
5
P2P
5
Phase 2 Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
101
Ameritas Investment Partners
Nebraska
$62.4K – – –
RF
102
Roxbury Financial
New Jersey
$55K +$55K +4,600 New
MFG
103
Mendota Financial Group
Wisconsin
$53.4K -$4.89K -420 -8%
California State Teachers Retirement System (CalSTRS)
104
California State Teachers Retirement System (CalSTRS)
California
$47.9K +$1.56K +134 +3%
SS
105
SBI Securities
Japan
$40.5K +$40.5K +3,486 New
EAM
106
Empirical Asset Management
Massachusetts
$33.6K +$33.6K +33,600 New
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$32K +$6.81K +586 +27%
RS
108
R Squared
Hong Kong
$29.3K +$29.3K +2,520 New
Russell Investments Group
109
Russell Investments Group
United Kingdom
$29.1K +$6.47K +556 +29%
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$26K -$54.5K -4,781 -68%
S
111
SignatureFD
Georgia
$24.1K +$20.4K +1,752 +546%
AB
112
Amalgamated Bank
New York
$21K – – –
FCMT
113
Founders Capital Management (Texas)
Texas
$18.6K – – –
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$15.1K – – –
TRCT
115
Tower Research Capital (TRC)
New York
$13.2K -$106K -9,093 -89%
SPIA
116
Steward Partners Investment Advisory
New York
$11.9K +$140 +12 +1%
PS
117
Principal Securities
Iowa
$10.2K – – –
PA
118
Parallel Advisors
California
$5.72K +$5.72K +492 New
GI
119
GAMMA Investing
California
$4.5K +$1.11K +95 +33%
VCM
120
Versant Capital Management
Arizona
$4.07K +$4.07K +350 New
US Bancorp
121
US Bancorp
Minnesota
$3.77K +$3.77K +324 New
CPG
122
Cornerstone Planning Group
New Jersey
$2.5K – – –
SAM
123
Smartleaf Asset Management
Massachusetts
$2.42K +$2.42K +211 New
EWA
124
EverSource Wealth Advisors
Alabama
$1.79K +$1.79K +154 New
MPWT
125
MassMutual Private Wealth & Trust
Connecticut
$1.62K +$1.62K +139 New
3 4
5
6 7