Pathfinder Bancorp
PBHC
10 hedge funds and large institutions have $5.52M invested in Pathfinder Bancorp in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 3 closing their positions.
6% more capital invested
Capital invested by funds: $5.21M → $5.52M (+$310K)
17% less funds holding
Funds holding: 12 → 10 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Maltese Capital Management
New York
|
+$232K |
| 2 |
MA
Minerva Advisors
Bala Cynwyd,
Pennsylvania
|
+$11.9K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$990 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$27K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCM
1
Maltese Capital Management
New York
| $2.99M | +$232K | +23,400 | +8% |
|
|
MA
2
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $1.56M | +$11.9K | +1,200 | +0.8% |
|
|
OC
3
Oppenheimer & Close
New York
| $614K | – | – | – |
|
|
HPIA
4
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $199K | – | – | – |
|
|
FC
5
Farley Capital
New York
| $156K | – | – | – |
|
|
QAM
6
QCI Asset Management
Pittsford,
New York
| $2K | – | – | – |
|
|
BIM
7
BlackRock Investment Management
Wilmington,
Delaware
| $1K | – | – | – |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | +$990 | +100 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$27K | -2,780 | Closed |
|
PBHC Hedge Fund Activity: Q1 2015 in Review
10 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Pathfinder Bancorp (PBHC) for Q1 2015, worth a combined $5.52M — up 5.9% from $5.21M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PBHC and 1 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 2 added.
The largest buyer was Maltese Capital Management, adding an estimated $232K. The largest seller was UBS Group, exiting entirely with an estimated $27K sold.
- 10 institutional investors held Pathfinder Bancorp (PBHC) as of Q1 2015, down from 12 in Q4 2014.
- Funds reported $5.52M of Pathfinder Bancorp stock for Q1 2015, up 5.9% quarter-over-quarter.
- 1 fund opened new Pathfinder Bancorp positions in Q1 2015 and 3 closed out, a net change of -2 holders.
- The largest Pathfinder Bancorp buyer in Q1 2015 was Maltese Capital Management, an estimated $232K added.
- The largest Pathfinder Bancorp seller in Q1 2015 was UBS Group, an estimated $27K sold.
Based on aggregated 13F filings for Q1 2015.