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Pathfinder Bancorp
PBHC

17 hedge funds and large institutions have $10.2M invested in Pathfinder Bancorp in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

13% more funds holding

Funds holding: 15 → 17 (+2)

5% more capital invested

Capital invested by funds: $9.76M → $10.2M (+$482K)

0.24% more ownership

Funds ownership: 14.82% → 15.06% (+0.24%)

Holders
17
Holders Change
+2
Holders Change %
+13.33%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
+$112K
2
Deutsche Bank
Deutsche Bank
Germany
+$44K
3
MA
Minerva Advisors
Pennsylvania
+$25.6K
4
TRCT
Tower Research Capital (TRC)
New York
+$15.9K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$14.5K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$4.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1
Maltese Capital Management
New York
$4.42M +$112K +7,100 +3%
MA
2
Minerva Advisors
Pennsylvania
$3.1M +$25.6K +1,625 +0.8%
OC
3
Oppenheimer & Close
New York
$982K – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$879K +$14.5K +921 +2%
HPIA
5
Hamilton Point Investment Advisors
North Carolina
$319K – – –
WS
6
Wedbush Securities
California
$224K – – –
SMP
7
Santa Monica Partners
Florida
$196K – – –
Deutsche Bank
8
Deutsche Bank
Germany
$45K +$44K +2,800 New
UBS Group
9
UBS Group
Switzerland
$22K -$4.5K -286 -17%
BlackRock
10
BlackRock
New York
$20K – – –
TRCT
11
Tower Research Capital (TRC)
New York
$19K +$15.9K +1,008 +626%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$4K – – –
Morgan Stanley
13
Morgan Stanley
New York
$4K – – –
QAM
14
QCI Asset Management
New York
$4K – – –
Wells Fargo
15
Wells Fargo
California
$3K – – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2K – – –
Bank of America
17
Bank of America
North Carolina
– +$94 +6 New

PBHC Hedge Fund Activity: Q2 2018 in Review

17 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Pathfinder Bancorp (PBHC) for Q2 2018, worth a combined $10.2M — up 4.9% from $9.76M a quarter earlier.

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

The largest buyer was Maltese Capital Management, adding an estimated $112K. The largest seller was UBS Group, cutting an estimated $4.5K.

  • 17 institutional investors held Pathfinder Bancorp (PBHC) as of Q2 2018, up from 15 in Q1 2018.
  • Funds reported $10.2M of Pathfinder Bancorp stock for Q2 2018, up 4.9% quarter-over-quarter.
  • 2 funds opened new Pathfinder Bancorp positions in Q2 2018 and 0 closed out, a net change of +2 holders.
  • The largest Pathfinder Bancorp buyer in Q2 2018 was Maltese Capital Management, an estimated $112K added.
  • The largest Pathfinder Bancorp seller in Q2 2018 was UBS Group, an estimated $4.5K sold.

Based on aggregated 13F filings for Q2 2018.