Pathfinder Bancorp
PBHC
12 hedge funds and large institutions have $5.21M invested in Pathfinder Bancorp in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
288% more capital invested
Capital invested by funds: $1.34M → $5.21M (+$3.87M)
100% more funds holding
Funds holding: 6 → 12 (+6)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Maltese Capital Management
New York
|
+$2.69M |
| 2 |
OC
Oppenheimer & Close
New York
|
+$599K |
| 3 |
HPIA
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
+$195K |
| 4 |
FC
Farley Capital
New York
|
+$152K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$934 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
EJF Capital
Arlington,
Virginia
|
-$1K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$856 |
| 3 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
-$10 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCM
1
Maltese Capital Management
New York
| $2.71M | +$2.69M | +276,600 | New |
|
|
MA
2
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $1.52M | +$165 | +17 | +0% |
|
|
OC
3
Oppenheimer & Close
New York
| $603K | +$599K | +61,550 | New |
|
|
HPIA
4
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $196K | +$195K | +20,000 | New |
|
|
FC
5
Farley Capital
New York
| $153K | +$152K | +15,608 | New |
|
6
UBS Group
Zurich,
Switzerland
| $27K | +$27K | +2,780 | New |
|
|
QAM
7
QCI Asset Management
Pittsford,
New York
| $2K | – | – | – |
|
|
BIM
8
BlackRock Investment Management
Wilmington,
Delaware
| $1K | -$10 | -1 | -0.9% |
|
|
EC
9
EJF Capital
Arlington,
Virginia
| – | -$1K | -165 | Closed |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| – | -$856 | -88 | -64% |
|
11
Wells Fargo
San Francisco,
California
| – | +$10 | +1 | New |
|
|
12
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | +$934 | +96 | New |
|
PBHC Hedge Fund Activity: Q4 2014 in Review
12 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Pathfinder Bancorp (PBHC) for Q4 2014, worth a combined $5.21M — up 288% from $1.34M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PBHC positions and 1 closed out — a net gain of 6 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Maltese Capital Management, opening a new position worth an estimated $2.69M. The largest seller was EJF Capital, exiting entirely with an estimated $1K sold.
- 12 institutional investors held Pathfinder Bancorp (PBHC) as of Q4 2014, up from 6 in Q3 2014.
- Funds reported $5.21M of Pathfinder Bancorp stock for Q4 2014, up 288% quarter-over-quarter.
- 7 funds opened new Pathfinder Bancorp positions in Q4 2014 and 1 closed out, a net change of +6 holders.
- The largest Pathfinder Bancorp buyer in Q4 2014 was Maltese Capital Management, an estimated $2.69M added.
- The largest Pathfinder Bancorp seller in Q4 2014 was EJF Capital, an estimated $1K sold.
Based on aggregated 13F filings for Q4 2014.