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Pathfinder Bancorp
PBHC

15 hedge funds and large institutions have $9.56M invested in Pathfinder Bancorp in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

6% more capital invested

Capital invested by funds: $9.04M → $9.56M (+$529K)

0.64% more ownership

Funds ownership: 13.92% → 14.56% (+0.64%)

0% more funds holding

Funds holding: 15 → 15 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
15
Holders Change
–
Holders Change %
0%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MA
Minerva Advisors
Pennsylvania
+$288K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$136K
3
WS
Wedbush Securities
California
+$8.91K
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$3.41K
5
UBS Group
UBS Group
Switzerland
+$1.23K

Top Sellers

Rank Fund Capital Flow
1
TG
TCW Group
California
-$175K
2
LTFS
Ladenburg Thalmann Financial Services
Florida
-$10K
3
TRCT
Tower Research Capital (TRC)
New York
-$7K
4
Wells Fargo
Wells Fargo
California
-$15
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1
Maltese Capital Management
New York
$3.91M – – –
MA
2
Minerva Advisors
Pennsylvania
$2.92M +$288K +18,794 +11%
OC
3
Oppenheimer & Close
New York
$947K – – –
TG
4
TCW Group
California
$551K -$175K -11,400 -24%
Vanguard Group
5
Vanguard Group
Pennsylvania
$424K +$136K +8,899 +47%
HPIA
6
Hamilton Point Investment Advisors
North Carolina
$308K – – –
WS
7
Wedbush Securities
California
$232K +$8.91K +582 +4%
SMP
8
Santa Monica Partners
Florida
$218K +$217K +14,154 New
UBS Group
9
UBS Group
Switzerland
$24K +$1.23K +80 +5%
BlackRock
10
BlackRock
New York
$19K – – –
QAM
11
QCI Asset Management
New York
$4K – – –
Wells Fargo
12
Wells Fargo
California
$3K -$15 -1 -0.5%
Morgan Stanley
13
Morgan Stanley
New York
$3K – – –
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$3K +$3.41K +223 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2K – – –
LTFS
16
Ladenburg Thalmann Financial Services
Florida
– -$10K -658 Closed
TRCT
17
Tower Research Capital (TRC)
New York
– -$7K -487 Closed

PBHC Hedge Fund Activity: Q4 2017 in Review

15 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Pathfinder Bancorp (PBHC) for Q4 2017, worth a combined $9.56M — up 5.9% from $9.04M a quarter earlier.

Fund positioning in PBHC was balanced in Q4 2017: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 2 trimmed.

The largest buyer was Minerva Advisors, adding an estimated $288K. The largest seller was TCW Group, cutting an estimated $175K.

  • 15 institutional investors held Pathfinder Bancorp (PBHC) as of Q4 2017, unchanged from Q3 2017.
  • Funds reported $9.56M of Pathfinder Bancorp stock for Q4 2017, up 5.9% quarter-over-quarter.
  • 2 funds opened new Pathfinder Bancorp positions in Q4 2017 and 2 closed out, a net change of 0 holders.
  • The largest Pathfinder Bancorp buyer in Q4 2017 was Minerva Advisors, an estimated $288K added.
  • The largest Pathfinder Bancorp seller in Q4 2017 was TCW Group, an estimated $175K sold.

Based on aggregated 13F filings for Q4 2017.