The dominant institutional selling, particularly the near-exit by Hotchkis & Wiley (a significant active manager), suggests deteriorating fundamentals or a negative catalyst. Monitor upcoming earnings or sector headwinds in trucking. The small buying by two asset managers is negligible and does not offset the selling signal.
Executive Summary
Institutional cluster in PAMT shows a mixed conviction pattern: two small asset managers doubled their tiny positions (aggregate buying of $653), while three larger institutional holders made significant reductions totaling ~$2M in selling. The net selling pressure from Hotchkis & Wiley Capital Management (near-exit of an $1.8M position) and Legal & General Group (near-exit of $105K) dominates the cluster, indicating a bearish institutional tilt despite minor buying by Nisa and Cwm.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$2.0M
▲ Buyers (2)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Nisa Investment Advisors | DOUBLED | +875% | $722.00 | $653.00 |
| Cwm | DOUBLED | +123.3% | $1.00 | $0.00 |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Hotchkis & Wiley Capital Manag | NEAR_EXIT | -84.2% | $2.2M | -$1.8M |
| Los Angeles Capital Management | TRIM | -28.2% | $376.0K | -$88.3K |
| Legal & General Group | NEAR_EXIT | -91.2% | $116.0K | -$104.9K |
Key Facts
- 2 buyers (Nisa Investment Advisors, Cwm) added $653 in aggregate, both doubling small positions.
- 3 sellers (Hotchkis & Wiley, Los Angeles Capital, Legal & General) reduced holdings by ~$2M in aggregate.
- Hotchkis & Wiley Capital Management cut 84.2% of its position, exiting from $2.2M to $366K.
- Legal & General Group reduced 91.2% of its stake, from $116K to $11K.
- Net institutional conviction is mixed but skewed heavily toward selling in dollar terms.
Financial Impact
Institutional selling of approximately $2M vs buying of $653 — net selling of ~$2M.
Risk Factors
- 13F data is 45 days stale — positions may have been adjusted since quarter-end.
- The buying side is extremely small in dollar terms, possibly noise or passive rebalancing.
- Selling by Hotchkis & Wiley could reflect fund-level redemptions rather than a stock-specific thesis.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-PAMT-2024-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 4, 2026 11w ago | 8-K | $14.39 | awaiting T+60 | — | — |
Jun 12, 2026 19w ago | Institutional Cluster | $15.87 $11.93 | ▲ +24.83% | ▲ +28.09% | — |
US Market Status
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