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Pathfinder Bancorp
PBHC

16 hedge funds and large institutions have $7.83M invested in Pathfinder Bancorp in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 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

32% more capital invested

Capital invested by funds: $5.94M → $7.83M (+$1.89M)

14% more funds holding

Funds holding: 14 → 16 (+2)

0.55% more ownership

Funds ownership: 11.42% → 11.96% (+0.55%)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

Holders
16
Holders Change
+2
Holders Change %
+14.29%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFM
Boothbay Fund Management
New York
+$410K
2
MI
M3F Inc
Utah
+$21.7K
3
UBS Group
UBS Group
Switzerland
+$2.58K
4
Bank of America
Bank of America
North Carolina
+$284
5
Wells Fargo
Wells Fargo
California
+$14

Top Sellers

Rank Fund Capital Flow
1
MA
Minerva Advisors
Pennsylvania
-$70.9K
2
Osaic Holdings
Osaic Holdings
Arizona
-$14.1K
3
TRCT
Tower Research Capital (TRC)
New York
-$13K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1
Minerva Advisors
Pennsylvania
$3.62M -$70.9K -5,248 -2%
OC
2
Oppenheimer & Close
New York
$1.46M – – –
MI
3
M3F Inc
Utah
$912K +$21.7K +1,606 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$461K – – –
BFM
5
Boothbay Fund Management
New York
$444K +$410K +30,341 New
HPIA
6
Hamilton Point Investment Advisors
North Carolina
$293K – – –
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$206K – – –
SMP
8
Santa Monica Partners
Florida
$180K – – –
Osaic Holdings
9
Osaic Holdings
Arizona
$157K -$14.1K -1,045 -9%
NFG
10
Next Financial Group
Texas
$73K – – –
BlackRock
11
BlackRock
New York
$24K – – –
UBS Group
12
UBS Group
Switzerland
$3K +$2.58K +191 New
Morgan Stanley
13
Morgan Stanley
New York
$1K – – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1K – – –
TRCT
15
Tower Research Capital (TRC)
New York
– -$13K -1,122 Closed
Wells Fargo
16
Wells Fargo
California
– +$14 +1 +5%
Bank of America
17
Bank of America
North Carolina
– +$284 +21 New

PBHC Hedge Fund Activity: Q1 2021 in Review

16 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Pathfinder Bancorp (PBHC) for Q1 2021, worth a combined $7.83M — up 32% from $5.94M a quarter earlier.

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

The largest buyer was Boothbay Fund Management, opening a new position worth an estimated $410K. The largest seller was Minerva Advisors, cutting an estimated $70.9K.

  • 16 institutional investors held Pathfinder Bancorp (PBHC) as of Q1 2021, up from 14 in Q4 2020.
  • Funds reported $7.83M of Pathfinder Bancorp stock for Q1 2021, up 32% quarter-over-quarter.
  • 3 funds opened new Pathfinder Bancorp positions in Q1 2021 and 1 closed out, a net change of +2 holders.
  • The largest Pathfinder Bancorp buyer in Q1 2021 was Boothbay Fund Management, an estimated $410K added.
  • The largest Pathfinder Bancorp seller in Q1 2021 was Minerva Advisors, an estimated $70.9K sold.

Based on aggregated 13F filings for Q1 2021.