Pathfinder Bancorp
PBHC
16 hedge funds and large institutions have $14.3M invested in Pathfinder Bancorp in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
0.62% less ownership
Funds ownership: 16.89% → 16.27% (-0.62%)
6% less funds holding
Funds holding: 17 → 16 (-1)
10% less capital invested
Capital invested by funds: $15.9M → $14.3M (-$1.55M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$970K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$144K |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$19.3K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$12K |
| 5 |
BlackRock
New York
|
+$5.13K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HR
Howe & Rusling
Rochester,
New York
|
-$1.21M |
| 2 |
BCM
Basswood Capital Management
New York
|
-$340K |
| 3 |
FIA
FNY Investment Advisers
New York
|
-$48K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$386 |
PBHC Hedge Fund Activity: Q4 2022 in Review
16 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Pathfinder Bancorp (PBHC) for Q4 2022, worth a combined $14.3M — down 9.8% from $15.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PBHC positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 2 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $970K. The largest seller was Howe & Rusling, exiting entirely with an estimated $1.21M sold.
- 16 institutional investors held Pathfinder Bancorp (PBHC) as of Q4 2022, down from 17 in Q3 2022.
- Funds reported $14.3M of Pathfinder Bancorp stock for Q4 2022, down 9.8% quarter-over-quarter.
- 3 funds opened new Pathfinder Bancorp positions in Q4 2022 and 2 closed out, a net change of +1 holder.
- The largest Pathfinder Bancorp buyer in Q4 2022 was AllianceBernstein, an estimated $970K added.
- The largest Pathfinder Bancorp seller in Q4 2022 was Howe & Rusling, an estimated $1.21M sold.
Based on aggregated 13F filings for Q4 2022.