PAPI

Parametric Equity Prem Inco

+$49.0M

Net Activity

Institutions Holding

28

Popularity Rank

#7464

Avg Weight

0.20%

Total Value

$234.9M

Ownership Trend

28 institutions currently hold PAPI, with 20 net buyers and 10 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

10

Net Buying Institutions

20

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$200.9M
LF
LPL Financial LLC
$6.8M
LW
LeClair Wealth Partners LLC
$5.3M
BW
Blue Water Asset Management
$5.3M
PA
Private Advisor Group, LLC
$2.8M

Top 5 by Conviction

LW
LeClair Wealth Partners LLC
1.84%
BW
Blue Water Asset Management
1.84%
WF
Wayfinding Financial, LLC
1.18%
FA
Flagstar Advisors INC
0.21%
AW
AGH Wealth Advisors, LLC
0.18%
View all 28 holding institutions

Quarterly Activity

Recent Activity

+$231.0M

Total Buy Value

$7.4M

Total Sell Value

New buy9
Trim4
Add11
Sold out6

20

Net Buyers

10

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding PARAMETRIC EQUITY PREM INCO (PAPI)?
Major stakeholders currently include Morgan Stanley ($200.9M), LPL Financial LLC ($6.8M), LeClair Wealth Partners LLC ($5.3M). Based on the latest 13F filings, there are a total of 28 tracked investment funds and institutions maintaining positions in PAPI.
What is the overall institutional sentiment toward PAPI recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $49.0M, driven by 20 managers accumulating shares while 10 reduced their exposure.
Which institutions have been selling or reducing their PAPI positions?
In the latest period, 4 funds trimmed their holdings, and 6 managers completely exited their positions. The aggregate reported sell value was $7.4M.
Are there any notable investors adding PAPI to their portfolios?
Yes, buying activity remains notable. 9 institutions opened new positions in {ticker}, and 11 existing holders added to their shares. The total reported buy value for the quarter amounted to $231.0M.

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