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Pathfinder Bancorp
PBHC

17 hedge funds and large institutions have $8.99M invested in Pathfinder Bancorp in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

37% more capital invested

Capital invested by funds: $6.57M → $8.99M (+$2.41M)

15.95% more ownership

Funds ownership: 0% → 15.95% (+16%)

6% more funds holding

Funds holding: 16 → 17 (+1)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 4

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TG
TCW Group
California
+$1.82M
2
Creative Planning
Creative Planning
Kansas
+$5.62K

Top Sellers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
-$132K
2
Wells Fargo
Wells Fargo
California
-$9.68K
3
UBS Group
UBS Group
Switzerland
-$9.08K
4
TRCT
Tower Research Capital (TRC)
New York
-$212
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1
Maltese Capital Management
New York
$3.59M -$132K -10,544 -4%
MA
2
Minerva Advisors
Pennsylvania
$2.04M – – –
TG
3
TCW Group
California
$1.96M +$1.82M +145,550 New
OC
4
Oppenheimer & Close
New York
$830K – – –
HPIA
5
Hamilton Point Investment Advisors
North Carolina
$270K – – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$241K – – –
MFS
7
MSI Financial Services
Massachusetts
$11K – – –
BFA
8
BlackRock Fund Advisors
California
$10K – – –
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$8K – – –
BIM
10
BlackRock Investment Management
Delaware
$7K – – –
Creative Planning
11
Creative Planning
Kansas
$6K +$5.62K +450 New
Wells Fargo
12
Wells Fargo
California
$3K -$9.68K -775 -79%
Morgan Stanley
13
Morgan Stanley
New York
$3K – – –
QAM
14
QCI Asset Management
New York
$3K – – –
UBS Group
15
UBS Group
Switzerland
$1K -$9.08K -727 -88%
TRCT
16
Tower Research Capital (TRC)
New York
$1K -$212 -17 -15%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1K – – –

PBHC Hedge Fund Activity: Q4 2016 in Review

17 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Pathfinder Bancorp (PBHC) for Q4 2016, worth a combined $8.99M — up 37% from $6.57M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new PBHC positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 4 trimmed.

The largest buyer was TCW Group, opening a new position worth an estimated $1.82M. The largest seller was Maltese Capital Management, cutting an estimated $132K.

  • 17 institutional investors held Pathfinder Bancorp (PBHC) as of Q4 2016, up from 16 in Q3 2016.
  • Funds reported $8.99M of Pathfinder Bancorp stock for Q4 2016, up 37% quarter-over-quarter.
  • 2 funds opened new Pathfinder Bancorp positions in Q4 2016 and 1 closed out, a net change of +1 holder.
  • The largest Pathfinder Bancorp buyer in Q4 2016 was TCW Group, an estimated $1.82M added.
  • The largest Pathfinder Bancorp seller in Q4 2016 was Maltese Capital Management, an estimated $132K sold.

Based on aggregated 13F filings for Q4 2016.