Patria Investments
PAX
135 hedge funds and large institutions have $546M invested in Patria Investments in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 23 closing their positions.
48% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 23
6% more funds holding
Funds holding: 127 → 135 (+8)
3% more capital invested
Capital invested by funds: $528M → $546M (+$17.8M)
0.5% less ownership
Funds ownership: 79.05% → 78.55% (-0.5%)
15% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 48
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
77% less call options, than puts
Call options by funds: $418K | Put options by funds: $1.84M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$20.5M |
| 2 |
BlackRock
New York
|
+$8.72M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$4.51M |
| 4 |
PP
Pertento Partners
London,
United Kingdom
|
+$3.19M |
| 5 |
State Street
Boston,
Massachusetts
|
+$2.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GPGA
Grandeur Peak Global Advisors
Salt Lake City,
Utah
|
-$13.6M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$10.2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$7.69M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$6.74M |
| 5 |
P2P
Phase 2 Partners
San Francisco,
California
|
-$6.05M |
PAX Hedge Fund Activity: Q4 2024 in Review
135 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Patria Investments (PAX) for Q4 2024, worth a combined $546M — up 3.4% from $528M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new PAX positions and 23 closed out — a net gain of 11 holders — while 41 added to existing stakes and 48 trimmed.
The largest buyer was UBS Group, adding an estimated $20.5M. The largest seller was Grandeur Peak Global Advisors, cutting an estimated $13.6M.
- 135 institutional investors held Patria Investments (PAX) as of Q4 2024, up from 127 in Q3 2024.
- Funds reported $546M of Patria Investments stock for Q4 2024, up 3.4% quarter-over-quarter.
- 34 funds opened new Patria Investments positions in Q4 2024 and 23 closed out, a net change of +11 holders.
- The largest Patria Investments buyer in Q4 2024 was UBS Group, an estimated $20.5M added.
- The largest Patria Investments seller in Q4 2024 was Grandeur Peak Global Advisors, an estimated $13.6M sold.
Based on aggregated 13F filings for Q4 2024.