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Pathfinder Bancorp
PBHC

17 hedge funds and large institutions have $5.62M invested in Pathfinder Bancorp in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

11% more capital invested

Capital invested by funds: $5.07M → $5.62M (+$553K)

6% more funds holding

Funds holding: 16 → 17 (+1)

0.06% less ownership

Funds ownership: 11.23% → 11.17% (-0.06%)

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NFG
Next Financial Group
Texas
+$49.3K
2
OC
Oppenheimer & Close
New York
+$32.8K
3
UBS Group
UBS Group
Switzerland
+$3.23K
4
BlackRock
BlackRock
New York
+$2.18K
5
Bank of America
Bank of America
North Carolina
+$286

Top Sellers

Rank Fund Capital Flow
1
MA
Minerva Advisors
Pennsylvania
-$117K
2
TRCT
Tower Research Capital (TRC)
New York
-$365
3
Wells Fargo
Wells Fargo
California
-$30
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1
Minerva Advisors
Pennsylvania
$2.75M -$117K -11,890 -4%
OC
2
Oppenheimer & Close
New York
$1.05M +$32.8K +3,326 +3%
MI
3
M3F Inc
Utah
$643K – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$334K – – –
HPIA
5
Hamilton Point Investment Advisors
North Carolina
$212K – – –
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$153K – – –
WS
7
Wedbush Securities
California
$142K – – –
SMP
8
Santa Monica Partners
Florida
$130K – – –
Osaic Holdings
9
Osaic Holdings
Arizona
$124K – – –
NFG
10
Next Financial Group
Texas
$53K +$49.3K +5,000 New
BlackRock
11
BlackRock
New York
$18K +$2.18K +221 +15%
UBS Group
12
UBS Group
Switzerland
$7K +$3.23K +328 +90%
TRCT
13
Tower Research Capital (TRC)
New York
$2K -$365 -37 -14%
Morgan Stanley
14
Morgan Stanley
New York
$1K – – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1K – – –
Wells Fargo
16
Wells Fargo
California
– -$30 -3 -13%
Bank of America
17
Bank of America
North Carolina
– +$286 +29 +223%

PBHC Hedge Fund Activity: Q3 2020 in Review

17 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Pathfinder Bancorp (PBHC) for Q3 2020, worth a combined $5.62M — up 11% from $5.07M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new PBHC positions and 0 closed out — a net gain of 1 holder — while 4 added to existing stakes and 3 trimmed.

The largest buyer was Next Financial Group, opening a new position worth an estimated $49.3K. The largest seller was Minerva Advisors, cutting an estimated $117K.

  • 17 institutional investors held Pathfinder Bancorp (PBHC) as of Q3 2020, up from 16 in Q2 2020.
  • Funds reported $5.62M of Pathfinder Bancorp stock for Q3 2020, up 11% quarter-over-quarter.
  • 1 fund opened new Pathfinder Bancorp positions in Q3 2020 and 0 closed out, a net change of +1 holder.
  • The largest Pathfinder Bancorp buyer in Q3 2020 was Next Financial Group, an estimated $49.3K added.
  • The largest Pathfinder Bancorp seller in Q3 2020 was Minerva Advisors, an estimated $117K sold.

Based on aggregated 13F filings for Q3 2020.