Pathfinder Bancorp
PBHC
8 hedge funds and large institutions have $2.15M invested in Pathfinder Bancorp in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
11% more capital invested
Capital invested by funds: $1.94M → $2.15M (+$210K)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Maltese Capital Management
New York
|
+$3.8K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$60 |
| 3 |
Morgan Stanley
New York
|
+$60 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$879 |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$26 |
| 3 |
Wells Fargo
San Francisco,
California
|
-$17 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MA
1
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $1.34M | – | – | – |
|
|
MCM
2
Maltese Capital Management
New York
| $795K | +$3.8K | +445 | +0.5% |
|
|
TRCT
3
Tower Research Capital (TRC)
New York
| $14K | -$879 | -103 | -6% |
|
|
U
4
UBS
Zurich,
Switzerland
| $2K | -$26 | -3 | -1% |
|
|
QAM
5
QCI Asset Management
Pittsford,
New York
| $2K | – | – | – |
|
6
Citigroup
New York
| $1K | – | – | – |
|
|
7
Wells Fargo
San Francisco,
California
| – | -$17 | -2 | Closed |
|
|
8
Bank of America
Charlotte,
North Carolina
| – | +$60 | +7 | +233% |
|
|
9
Morgan Stanley
New York
| – | +$60 | +7 | New |
|
PBHC Hedge Fund Activity: Q1 2014 in Review
8 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Pathfinder Bancorp (PBHC) for Q1 2014, worth a combined $2.15M — up 11% from $1.94M a quarter earlier.
Fund positioning in PBHC was balanced in Q1 2014: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Maltese Capital Management, adding an estimated $3.8K. The largest seller was Tower Research Capital (TRC), cutting an estimated $879.
- 8 institutional investors held Pathfinder Bancorp (PBHC) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $2.15M of Pathfinder Bancorp stock for Q1 2014, up 11% quarter-over-quarter.
- 1 fund opened new Pathfinder Bancorp positions in Q1 2014 and 1 closed out, a net change of 0 holders.
- The largest Pathfinder Bancorp buyer in Q1 2014 was Maltese Capital Management, an estimated $3.8K added.
- The largest Pathfinder Bancorp seller in Q1 2014 was Tower Research Capital (TRC), an estimated $879 sold.
Based on aggregated 13F filings for Q1 2014.