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Patria Investments

59 hedge funds and large institutions have $689M invested in Patria Investments in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

13% more funds holding

Funds holding: 5259 (+7)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

3.62% less ownership

Funds ownership: 95.45%91.82% (-3.6%)

24% less capital invested

Capital invested by funds: $908M → $689M (-$219M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

54% less call options, than puts

Call options by funds: $450K | Put options by funds: $987K

Holders
59
Holders Change
+7
Holders Change %
+13.46%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
16
Reduced
16
Closed
6
Calls
$450K
Puts
$987K
Net Calls
-$537K
Net Calls Change
-$3.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$129M
Blackstone Inc
2
Blackstone Inc
New York
$117M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$71.7M -$16 -1 -0%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$57.9M +$1.58M +100,218 +2%
GPGA
5
Grandeur Peak Global Advisors
Utah
$49M +$3.31M +210,075 +6%
Adage Capital Partners
6
Adage Capital Partners
Massachusetts
$34.4M -$838K -53,113 -2%
Capital International Investors
7
Capital International Investors
California
$29.9M
SC
8
Samlyn Capital
New York
$21.9M +$2.13M +135,173 +9%
Fidelity International
9
Fidelity International
Bermuda
$21M -$1.68M -106,376 -6%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$19.3M
PP
11
Pertento Partners
United Kingdom
$19M +$3.64M +230,888 +19%
American Century Companies
12
American Century Companies
Missouri
$18.5M +$1.79M +113,204 +9%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$16.2M +$510K +32,327 +3%
CII
14
Capital International Inc
California
$15.7M
TCM
15
TimesSquare Capital Management
New York
$12.7M -$1.5M -94,900 -9%
Millennium Management
16
Millennium Management
New York
$9.36M +$9.88M +626,439 +772%
Invesco
17
Invesco
Georgia
$6.14M +$435K +27,607 +6%
JP Morgan Chase
18
JP Morgan Chase
New York
$3.97M -$297K -18,825 -6%
MIP
19
Mondrian Investment Partners
United Kingdom
$3.65M +$943K +59,780 +28%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$3.36M
Renaissance Technologies
21
Renaissance Technologies
New York
$2.63M +$1.12M +70,900 +55%
CI Investments Inc
22
CI Investments Inc
Ontario, Canada
$2.07M -$491K -31,163 -17%
CIS
23
Capital International Sarl
California
$2.06M
SEI Investments
24
SEI Investments
Pennsylvania
$1.87M +$383K +24,315 +21%
HF
25
HRT Financial
New York
$1.72M -$95.1K -6,031 -4%

PAX Hedge Fund Activity: Q2 2022 in Review

59 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Patria Investments (PAX) for Q2 2022, worth a combined $689M — down 24% from $908M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PAX positions and 6 closed out — a net gain of 9 holders — while 16 added to existing stakes and 16 trimmed.

The largest buyer was Millennium Management, adding an estimated $9.88M. The largest seller was Echo Street Capital Management, exiting entirely with an estimated $25.5M sold.

  • 59 institutional investors held Patria Investments (PAX) as of Q2 2022, up from 52 in Q1 2022.
  • Funds reported $689M of Patria Investments stock for Q2 2022, down 24% quarter-over-quarter.
  • 15 funds opened new Patria Investments positions in Q2 2022 and 6 closed out, a net change of +9 holders.
  • The largest Patria Investments buyer in Q2 2022 was Millennium Management, an estimated $9.88M added.
  • The largest Patria Investments seller in Q2 2022 was Echo Street Capital Management, an estimated $25.5M sold.

Based on aggregated 13F filings for Q2 2022.