Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Patterson-Uti Energy Inc (PTEN)

406 + Investors. Track Smart Money conviction in PTEN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +41
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — PTEN

Based on 409 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added PTEN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
409 hedge funds hold PTEN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+34 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

228 buying180 selling
Last quarter: 228 funds bought or added vs 180 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+20 vs last Q)

new funds entering per quarter
Funds opening a new PTEN position: 57 → 53 → 71 → 91. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 18% medium ■ 21% new
249 out of 409 hedge funds have held PTEN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+68% value, -1% shares)

Value
+68%
Shares
0%
Last quarter: total value of institutional PTEN holdings rose +68% even though funds reduced share count by 1%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

65 → 57 → 53 → 71 → 91 new funds/Q
New funds entering each quarter: 57 → 53 → 71 → 91. A growing number of institutions are discovering PTEN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 21% newcomers

■ 69% veterans ■ 10% 1-2yr ■ 21% new
Entry-cohort mix of 418 holders: 288 (69%) are 2+ year veterans, 43 entered 1–2 years ago, and 87 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
53 of 406 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in PTEN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PTEN

In 2026 Q1, 228 hedge funds were net buyers of PTEN (91 opened a new position, 137 added to an existing one), while 180 reduced or exited (130 trimmed, 50 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 41% of total institutional value in PTEN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +41 funds (more new holders than closures). Total institutional holders: 409.

Hedge Fund Ownership: PTEN

How many hedge funds hold PTEN — quarterly history vs. share price
Quarterly hedge fund ownership of PTEN vs. share price

Market Analysis: PTEN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PTEN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Patterson-Uti Energy Inc (PTEN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PTEN has moved relative to its sector benchmark (XLE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
PTEN
+6.1%
XLE
-6.1%

PTEN outperformed XLE by +12.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
PTEN
-6.7%
XLE
-3.2%

Since the filing became public, PTEN outperformed XLE by -3.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 4 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
4.7
/ 10
conviction
Hedge Fund Positioning: PTEN
406 + Investors

Track Smart Money conviction in PTEN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 406 368 10.33%
13F Shares 425M 428M -0.83%
Total Value $4.40B $2.62B 68.19%
New Positions 89 71 +18
Increased Positions 131 121 +10
Closed Positions 51 65 -14
Reduced Positions 130 122 +8
Total Calls 6 9 -33.33%
Total Puts 6 10 -40.0%
PUT/CALL Ratio 1.0 1.11 Neutral

Statistics: PTEN

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Financial Highlights

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Institutional Holders (2026 Q1)

406 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PTEN. Verified SEC 13F-HR filings.

QUARTER:
Top 25 PTEN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Monaco Asset Management SAM 9.20% 4,609,355 $49.9M
2 Webs Creek Capital Management LP 8.21% 4,379,658 $47.4M
3 Sourcerock Group LLC 7.12% 16,309,517 $176.6M
4 Corigliano Investment Advisers, LLC 3.26% 769,600 $8.3M
5 Kahn Brothers Group Inc 3.25% 1,690,156 $18.3M
6 Lisanti Capital Growth, LLC 2.45% 896,470 $9.7M
7 SIR Capital Management, L.P. 1.74% 1,716,893 $18.6M
8 Fulcrum Asset Management LLP 1.57% 940,736 $10.4M
9 ARGA Investment Management, LP 1.39% 3,908,308 $42.3M
10 Phocas Financial Corp. 1.01% 596,671 $6.5M
11 Templeton & Phillips Capital Management, LLC 1.00% 113,790 $1.2M
12 Pingora Partners LLC 0.91% 141,647 $1.5M
13 SummerHaven Investment Management, LLC 0.81% 121,497 $1.3M
14 Neo Ivy Capital Management 0.80% 278,795 $3.0M
15 Gagnon Securities LLC 0.79% 314,646 $3.4M
16 CoreCommodity Management, LLC 0.71% 353,300 $3.8M
17 Stanley-Laman Group, Ltd. 0.71% 530,634 $5.7M
18 Hara Capital LLC 0.66% 121,754 $1.3M
19 Merewether Investment Management, LP 0.63% 3,003,324 $32.5M
20 Cambria Investment Management, L.P. 0.57% 935,059 $10.1M
21 Bridgeway Capital Management, LLC 0.53% 2,432,518 $26.3M
22 Carrera Capital Advisors 0.50% 300,069 $3.2M
23 Atom Investors LP 0.48% 614,212 $6.7M
24 NYL Investors LLC 0.45% 110,785 $1.2M
25 Fuller & Thaler Asset Management, INC. 0.45% 12,253,350 $132.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Patterson-Uti Energy Inc (PTEN)

What does the Smart Money Trend signal show for PTEN?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added PTEN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PTEN?

Slight buying edge — 56% buying: Last quarter: 228 funds bought or added vs 180 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PTEN holders?

Elite ownership — 41% AUM from top-100 funds: 53 of 406 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in PTEN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PTEN?

61% of holders stayed for 2+ years: 249 out of 409 hedge funds have held PTEN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Patterson-Uti Energy Inc (PTEN) following the 2026 Q1 hedge fund 13F filings?

As of today, PTEN has moved -6.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to -3.2% for the XLE sector ETF — an outperformance of -3.5%. Since the quarter end (March 31, 2026), PTEN has gained +6.1% vs -6.1% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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