PTY (PTY) Institutional Ownership Changes & 13F Activity

PTY. Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2013Sequoia Financial AdvisorsBuy14,97114,971$258

Frequently asked questions about PTY activity

  • Which institutional owners are buying PTY?

    Institutional owners buying PTY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PTY activity?

    "Buy" means an investor increased their reported position in PTY compared to the prior reporting period. This reflects growing exposure to PTY rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PTY increasing?

    Institutional interest in PTY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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