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Pathfinder Bancorp
PBHC

19 hedge funds and large institutions have $10.7M invested in Pathfinder Bancorp in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

12% more funds holding

Funds holding: 17 → 19 (+2)

1.26% more ownership

Funds ownership: 15.06% → 16.32% (+1.3%)

4% more capital invested

Capital invested by funds: $10.2M → $10.7M (+$436K)

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
+$705K
2
MA
Minerva Advisors
Pennsylvania
+$202K
3
AG
Advisor Group
Arizona
+$73.2K
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$7.06K
5
UBS Group
UBS Group
Switzerland
+$6.46K

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$45K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1
Maltese Capital Management
New York
$4.86M +$705K +46,037 +17%
MA
2
Minerva Advisors
Pennsylvania
$3.21M +$202K +13,222 +7%
OC
3
Oppenheimer & Close
New York
$926K – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$828K – – –
HPIA
5
Hamilton Point Investment Advisors
North Carolina
$301K – – –
WS
6
Wedbush Securities
California
$211K – – –
SMP
7
Santa Monica Partners
Florida
$185K – – –
AG
8
Advisor Group
Arizona
$72K +$73.2K +4,783 New
UBS Group
9
UBS Group
Switzerland
$27K +$6.46K +422 +31%
BlackRock
10
BlackRock
New York
$19K – – –
TRCT
11
Tower Research Capital (TRC)
New York
$18K +$521 +34 +3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$7K +$7.06K +461 New
QAM
13
QCI Asset Management
New York
$4K – – –
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$3K – – –
Morgan Stanley
15
Morgan Stanley
New York
$3K – – –
Wells Fargo
16
Wells Fargo
California
$3K – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2K – – –
Bank of America
18
Bank of America
North Carolina
$2K +$2.1K +137 +2,283%
Deutsche Bank
19
Deutsche Bank
Germany
– -$45K -2,800 Closed
Barclays
20
Barclays
United Kingdom
– +$490 +32 New

PBHC Hedge Fund Activity: Q3 2018 in Review

19 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Pathfinder Bancorp (PBHC) for Q3 2018, worth a combined $10.7M — up 4.3% from $10.2M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PBHC positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 0 trimmed.

The largest buyer was Maltese Capital Management, adding an estimated $705K. The largest seller was Deutsche Bank, exiting entirely with an estimated $45K sold.

  • 19 institutional investors held Pathfinder Bancorp (PBHC) as of Q3 2018, up from 17 in Q2 2018.
  • Funds reported $10.7M of Pathfinder Bancorp stock for Q3 2018, up 4.3% quarter-over-quarter.
  • 3 funds opened new Pathfinder Bancorp positions in Q3 2018 and 1 closed out, a net change of +2 holders.
  • The largest Pathfinder Bancorp buyer in Q3 2018 was Maltese Capital Management, an estimated $705K added.
  • The largest Pathfinder Bancorp seller in Q3 2018 was Deutsche Bank, an estimated $45K sold.

Based on aggregated 13F filings for Q3 2018.