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Pathfinder Bancorp
PBHC

16 hedge funds and large institutions have $4.97M invested in Pathfinder Bancorp in 2020 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.2% more ownership

Funds ownership: 9.89% → 10.09% (+0.2%)

16% less funds holding

Funds holding: 19 → 16 (-3)

23% less capital invested

Capital invested by funds: $6.49M → $4.97M (-$1.52M)

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
16
Holders Change
-3
Holders Change %
-15.79%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
+$151K
2
BlackRock
BlackRock
New York
+$2.62K

Top Sellers

Rank Fund Capital Flow
1
MA
Minerva Advisors
Pennsylvania
-$10.4K
2
TRCT
Tower Research Capital (TRC)
New York
-$4.13K
3
UBS Group
UBS Group
Switzerland
-$3.76K
4
Deutsche Bank
Deutsche Bank
Germany
-$2K
5
Morgan Stanley
Morgan Stanley
New York
-$1.97K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1
Minerva Advisors
Pennsylvania
$2.53M -$10.4K -791 -0.3%
OC
2
Oppenheimer & Close
New York
$767K – – –
MI
3
M3F Inc
Utah
$621K +$151K +11,489 +25%
Vanguard Group
4
Vanguard Group
Pennsylvania
$338K – – –
HPIA
5
Hamilton Point Investment Advisors
North Carolina
$214K – – –
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$155K – – –
SMP
7
Santa Monica Partners
Florida
$131K – – –
Osaic Holdings
8
Osaic Holdings
Arizona
$126K +$154K +11,736 New
NFG
9
Next Financial Group
Texas
$54K – – –
BlackRock
10
BlackRock
New York
$18K +$2.62K +200 +14%
UBS Group
11
UBS Group
Switzerland
$9K -$3.76K -287 -26%
QAM
12
QCI Asset Management
New York
$3K – – –
Morgan Stanley
13
Morgan Stanley
New York
$1K -$1.97K -150 -54%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1K -$13 -1 -1%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$1K – – –
TRCT
16
Tower Research Capital (TRC)
New York
– -$4.13K -315 -92%
Deutsche Bank
17
Deutsche Bank
Germany
– -$2K -200 Closed
Wells Fargo
18
Wells Fargo
California
– -$13 -1 Closed

PBHC Hedge Fund Activity: Q1 2020 in Review

16 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Pathfinder Bancorp (PBHC) for Q1 2020, worth a combined $4.97M — down 23% from $6.49M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of PBHC and 1 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 2 added.

The largest buyer was M3F Inc, adding an estimated $151K. The largest seller was Minerva Advisors, cutting an estimated $10.4K.

  • 16 institutional investors held Pathfinder Bancorp (PBHC) as of Q1 2020, down from 19 in Q4 2019.
  • Funds reported $4.97M of Pathfinder Bancorp stock for Q1 2020, down 23% quarter-over-quarter.
  • 1 fund opened new Pathfinder Bancorp positions in Q1 2020 and 3 closed out, a net change of -2 holders.
  • The largest Pathfinder Bancorp buyer in Q1 2020 was M3F Inc, an estimated $151K added.
  • The largest Pathfinder Bancorp seller in Q1 2020 was Minerva Advisors, an estimated $10.4K sold.

Based on aggregated 13F filings for Q1 2020.