Pathfinder Bancorp
PBHC
20 hedge funds and large institutions have $17.5M invested in Pathfinder Bancorp in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 3 closing their positions.
22% more capital invested
Capital invested by funds: $14.4M → $17.5M (+$3.15M)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
0.87% less ownership
Funds ownership: 18.46% → 17.59% (-0.87%)
5% less funds holding
Funds holding: 21 → 20 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Basswood Capital Management
New York
|
+$1.39M |
| 2 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$478K |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$180K |
| 4 |
BCM
BHZ Capital Management
San Jose,
California
|
+$167K |
| 5 |
HR
Howe & Rusling
Rochester,
New York
|
+$63.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Rockbridge Investment Management
Syracuse,
New York
|
-$2.36M |
| 2 |
MWA
Monograph Wealth Advisors
Manhattan Beach,
California
|
-$349K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$219K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$15K |
| 5 |
BlackRock
New York
|
-$4.57K |
PBHC Hedge Fund Activity: Q1 2022 in Review
20 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Pathfinder Bancorp (PBHC) for Q1 2022, worth a combined $17.5M — up 22% from $14.4M a quarter earlier.
Fund positioning in PBHC was balanced in Q1 2022: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 5 trimmed.
The largest buyer was Basswood Capital Management, adding an estimated $1.39M. The largest seller was Rockbridge Investment Management, cutting an estimated $2.36M.
- 20 institutional investors held Pathfinder Bancorp (PBHC) as of Q1 2022, down from 21 in Q4 2021.
- Funds reported $17.5M of Pathfinder Bancorp stock for Q1 2022, up 22% quarter-over-quarter.
- 3 funds opened new Pathfinder Bancorp positions in Q1 2022 and 3 closed out, a net change of 0 holders.
- The largest Pathfinder Bancorp buyer in Q1 2022 was Basswood Capital Management, an estimated $1.39M added.
- The largest Pathfinder Bancorp seller in Q1 2022 was Rockbridge Investment Management, an estimated $2.36M sold.
Based on aggregated 13F filings for Q1 2022.