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Pathfinder Bancorp
PBHC

16 hedge funds and large institutions have $9.92M invested in Pathfinder Bancorp in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

9% more capital invested

Capital invested by funds: $9.07M → $9.92M (+$848K)

7% more funds holding

Funds holding: 15 → 16 (+1)

0.85% more ownership

Funds ownership: 12.61% → 13.47% (+0.85%)

Holders
16
Holders Change
+1
Holders Change %
+6.67%
% 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
3
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$361K
2
AllianceBernstein
AllianceBernstein
Tennessee
+$349K
3
BFM
Boothbay Fund Management
New York
+$105K
4
UBS Group
UBS Group
Switzerland
+$19.3K
5
BlackRock
BlackRock
New York
+$10.5K

Top Sellers

Rank Fund Capital Flow
1
SMP
Santa Monica Partners
Florida
-$196K
2
Wells Fargo
Wells Fargo
California
-$16
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1
Minerva Advisors
Pennsylvania
$4.09M – – –
OC
2
Oppenheimer & Close
New York
$1.61M – – –
MI
3
M3F Inc
Utah
$1.1M – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$876K +$361K +22,366 +71%
BFM
5
Boothbay Fund Management
New York
$773K +$105K +6,501 +16%
AllianceBernstein
6
AllianceBernstein
Tennessee
$350K +$349K +21,617 New
HPIA
7
Hamilton Point Investment Advisors
North Carolina
$324K – – –
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$247K – – –
Osaic Holdings
9
Osaic Holdings
Arizona
$173K – – –
BlackRock
10
BlackRock
New York
$153K +$10.5K +650 +7%
APA
11
American Portfolios Advisors
New York
$120K – – –
NFG
12
Next Financial Group
Texas
$81K – – –
UBS Group
13
UBS Group
Switzerland
$19K +$19.3K +1,198 New
TRCT
14
Tower Research Capital (TRC)
New York
$2K +$2.27K +141 New
Morgan Stanley
15
Morgan Stanley
New York
$1K – – –
SMP
16
Santa Monica Partners
Florida
– -$196K -12,285 Closed
Wells Fargo
17
Wells Fargo
California
– -$16 -1 -5%

PBHC Hedge Fund Activity: Q3 2021 in Review

16 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Pathfinder Bancorp (PBHC) for Q3 2021, worth a combined $9.92M — up 9.3% from $9.07M a quarter earlier.

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

The largest buyer was Vanguard Group, adding an estimated $361K. The largest seller was Santa Monica Partners, exiting entirely with an estimated $196K sold.

  • 16 institutional investors held Pathfinder Bancorp (PBHC) as of Q3 2021, up from 15 in Q2 2021.
  • Funds reported $9.92M of Pathfinder Bancorp stock for Q3 2021, up 9.3% quarter-over-quarter.
  • 3 funds opened new Pathfinder Bancorp positions in Q3 2021 and 2 closed out, a net change of +1 holder.
  • The largest Pathfinder Bancorp buyer in Q3 2021 was Vanguard Group, an estimated $361K added.
  • The largest Pathfinder Bancorp seller in Q3 2021 was Santa Monica Partners, an estimated $196K sold.

Based on aggregated 13F filings for Q3 2021.