Pathfinder Bancorp
PBHC
14 hedge funds and large institutions have $5.94M invested in Pathfinder Bancorp in 2020 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
6% more capital invested
Capital invested by funds: $5.62M → $5.94M (+$319K)
0.25% more ownership
Funds ownership: 11.17% → 11.42% (+0.25%)
18% less funds holding
Funds holding: 17 → 14 (-3)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$9.96K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$11 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WS
Wedbush Securities
Los Angeles,
California
|
-$142K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$7K |
| 3 |
Morgan Stanley
New York
|
-$707 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MA
1
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $2.98M | – | – | – |
|
|
OC
2
Oppenheimer & Close
New York
| $1.14M | – | – | – |
|
|
MI
3
M3F Inc
Salt Lake City,
Utah
| $697K | – | – | – |
|
4
Vanguard Group
Malvern,
Pennsylvania
| $362K | – | – | – |
|
|
HPIA
5
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $230K | – | – | – |
|
6
Dimensional Fund Advisors
Austin,
Texas
| $166K | – | – | – |
|
|
SMP
7
Santa Monica Partners
Palm Beach Gardens,
Florida
| $141K | – | – | – |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $135K | – | – | – |
|
|
NFG
9
Next Financial Group
Houston,
Texas
| $57K | – | – | – |
|
10
BlackRock
New York
| $19K | – | – | – |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| $13K | +$9.96K | +902 | +410% |
|
|
12
Morgan Stanley
New York
| $1K | -$707 | -64 | -50% |
|
13
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
|
WS
14
Wedbush Securities
Los Angeles,
California
| – | -$142K | -13,373 | Closed |
|
|
15
UBS Group
Zurich,
Switzerland
| – | -$7K | -692 | Closed |
|
|
16
Wells Fargo
San Francisco,
California
| – | +$11 | +1 | +5% |
|
PBHC Hedge Fund Activity: Q4 2020 in Review
14 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Pathfinder Bancorp (PBHC) for Q4 2020, worth a combined $5.94M — up 5.7% from $5.62M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PBHC and 0 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 2 added.
The largest buyer was Tower Research Capital (TRC), adding an estimated $9.96K. The largest seller was Wedbush Securities, exiting entirely with an estimated $142K sold.
- 14 institutional investors held Pathfinder Bancorp (PBHC) as of Q4 2020, down from 17 in Q3 2020.
- Funds reported $5.94M of Pathfinder Bancorp stock for Q4 2020, up 5.7% quarter-over-quarter.
- 0 funds opened new Pathfinder Bancorp positions in Q4 2020 and 3 closed out, a net change of -3 holders.
- The largest Pathfinder Bancorp buyer in Q4 2020 was Tower Research Capital (TRC), an estimated $9.96K added.
- The largest Pathfinder Bancorp seller in Q4 2020 was Wedbush Securities, an estimated $142K sold.
Based on aggregated 13F filings for Q4 2020.