Pathfinder Bancorp
PBHC
21 hedge funds and large institutions have $14.4M invested in Pathfinder Bancorp in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
45% more capital invested
Capital invested by funds: $9.92M → $14.4M (+$4.47M)
31% more funds holding
Funds holding: 16 → 21 (+5)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
4.99% more ownership
Funds ownership: 13.47% → 18.46% (+5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Rockbridge Investment Management
Syracuse,
New York
|
+$2.25M |
| 2 |
HR
Howe & Rusling
Rochester,
New York
|
+$711K |
| 3 |
BCM
Basswood Capital Management
New York
|
+$332K |
| 4 |
HPIA
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
+$311K |
| 5 |
EVC
Eidelman Virant Capital
Saint Louis,
Missouri
|
+$169K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFM
Boothbay Fund Management
New York
|
-$773K |
| 2 |
OC
Oppenheimer & Close
New York
|
-$128K |
| 3 |
NFG
Next Financial Group
Houston,
Texas
|
-$81K |
| 4 |
MA
Minerva Advisors
Bala Cynwyd,
Pennsylvania
|
-$38.8K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$5.72K |
PBHC Hedge Fund Activity: Q4 2021 in Review
21 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Pathfinder Bancorp (PBHC) for Q4 2021, worth a combined $14.4M — up 45% from $9.92M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PBHC positions and 2 closed out — a net gain of 5 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Rockbridge Investment Management, opening a new position worth an estimated $2.25M. The largest seller was Boothbay Fund Management, exiting entirely with an estimated $773K sold.
- 21 institutional investors held Pathfinder Bancorp (PBHC) as of Q4 2021, up from 16 in Q3 2021.
- Funds reported $14.4M of Pathfinder Bancorp stock for Q4 2021, up 45% quarter-over-quarter.
- 7 funds opened new Pathfinder Bancorp positions in Q4 2021 and 2 closed out, a net change of +5 holders.
- The largest Pathfinder Bancorp buyer in Q4 2021 was Rockbridge Investment Management, an estimated $2.25M added.
- The largest Pathfinder Bancorp seller in Q4 2021 was Boothbay Fund Management, an estimated $773K sold.
Based on aggregated 13F filings for Q4 2021.