Patriot Financial Partners Gp, L.P. 13F annual report

Patriot Financial Partners Gp, L.P. is an investment fund managing more than $254 billion ran by W. Wycoff. There are currently 9 companies in Wycoff’s portfolio. The largest investments include Uscb Financial Holdings, Inc. and Amerant Bancorp, together worth $110 billion.

$254 billion Assets Under Management (AUM)

As of 2nd August 2024, Patriot Financial Partners Gp, L.P.’s top holding is 4,485,909 shares of Uscb Financial Holdings, Inc. currently worth over $57.6 billion and making up 22.6% of the portfolio value. In addition, the fund holds 2,315,589 shares of Amerant Bancorp worth $52.6 billion, whose value fell approximately 0.1% in the past six months. The third-largest holding is Equity Bancshares Inc worth $35.3 billion and the next is Metropolitan Bank Corp worth $32.2 billion, with 764,884 shares owned.

Currently, Patriot Financial Partners Gp, L.P.'s portfolio is worth at least $254 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Patriot Financial Partners Gp, L.P.

The Patriot Financial Partners Gp, L.P. office and employees reside in Radnor, Pennsylvania. According to the last 13-F report filed with the SEC, W. Wycoff serves as the Managing Partner at Patriot Financial Partners Gp, L.P..

Recent trades

In the most recent 13F filing, Patriot Financial Partners Gp, L.P. revealed that it had increased its stake in First Internet Bancorp and bought 85,390 additional shares worth around $3 million. This means they effectively own approximately 0.1% of the company. First Internet Bancorp makes up 5.8% of the fund's Finance sector allocation and has grown its share price by 41.9% in the past year.

On the other hand, W. Wycoff disclosed a decreased stake in Peoples Bancorp Inc. by 0.7%. This leaves the value of the investment at $5.74 billion and 191,306 shares.

One of the smaller hedge funds

The two most similar investment funds to Patriot Financial Partners Gp, L.P. are Stableford Capital Ii and Pilgrim Global Advisors. They manage $254 billion and $255 billion respectively.


W. Wycoff investment strategy

Patriot Financial Partners Gp, L.P.’s portfolio is diversified across 2 sectors. Currently, their heaviest sector is Finance — making up 59.9% of the total portfolio value. The fund focuses on investments in the United States as 55.6% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up approximately 0.1% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $693 million.

The complete list of Patriot Financial Partners Gp, L.P. trades based on 13F SEC filings

These positions were updated on August 9th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security Shares Owned Value Allocation
Uscb Financial Holdings, Inc.
No change
4,485,909
$57,554,212,000 22.62%
Amerant Bancorp Inc.
No change
2,315,589
$52,563,870,000 20.66%
Equity Bancshares Inc
No change
1,002,214
$35,277,933,000 13.86%
Metropolitan Bank Holding Corp
No change
764,884
$32,193,968,000 12.65%
First Bank
No change
2,031,437
$25,880,507,000 10.17%
Banc of California Inc
No change
1,855,232
$23,709,865,000 9.32%
Primis Financial Corp.
No change
1,217,531
$12,759,725,000 5.01%
First Internet Bancorp
35.57%
325,482
$8,794,524,000 3.46%
Peoples Bancorp Inc.
71.52%
191,306
$5,739,180,000 2.26%
No transactions found
Showing first 500 out of 9 holdings