Pathfinder Bancorp
PBHC
17 hedge funds and large institutions have $15.9M invested in Pathfinder Bancorp in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 17 → 17 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.1% less ownership
Funds ownership: 16.99% → 16.89% (-0.1%)
6% less capital inflows, than outflows
Capital inflows: $396K | Capital outflows: $422K
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$310K |
| 2 |
FNY Investment Advisers
New York
|
+$47.5K |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$22.7K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$14.9K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$976 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Monograph Wealth Advisors
Manhattan Beach,
California
|
-$204K |
| 2 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$170K |
| 3 |
Rockbridge Investment Management
Syracuse,
New York
|
-$41.7K |
| 4 |
BlackRock
New York
|
-$2.09K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.99K |
PBHC Hedge Fund Activity: Q3 2022 in Review
17 of the 5,832 institutional investors tracked by Wall St. Rank reported a position in Pathfinder Bancorp (PBHC) for Q3 2022, worth a combined $15.9M — up 2.6% from $15.5M a quarter earlier.
Fund positioning in PBHC was balanced in Q3 2022: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 5 trimmed.
The largest buyer was Geode Capital Management, opening a new position worth an estimated $310K. The largest seller was Monograph Wealth Advisors, cutting an estimated $204K.
- 17 institutional investors held Pathfinder Bancorp (PBHC) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $15.9M of Pathfinder Bancorp stock for Q3 2022, up 2.6% quarter-over-quarter.
- 2 funds opened new Pathfinder Bancorp positions in Q3 2022 and 2 closed out, a net change of 0 holders.
- The largest Pathfinder Bancorp buyer in Q3 2022 was Geode Capital Management, an estimated $310K added.
- The largest Pathfinder Bancorp seller in Q3 2022 was Monograph Wealth Advisors, an estimated $204K sold.
Based on aggregated 13F filings for Q3 2022.