Pathfinder Bancorp
PBHC
17 hedge funds and large institutions have $13.7M invested in Pathfinder Bancorp in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.
368% more capital inflows, than outflows
Capital inflows: $977K | Capital outflows: $209K
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
6% more funds holding
Funds holding: 16 → 17 (+1)
0.78% more ownership
Funds ownership: 16.27% → 17.05% (+0.78%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$629K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$32.1K |
| 3 |
BlackRock
New York
|
+$4.72K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$974 |
| 5 |
Monograph Wealth Advisors
Manhattan Beach,
California
|
+$337 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Basswood Capital Management
New York
|
-$188K |
| 2 |
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$19.1K |
| 3 |
Tower Research Capital (TRC)
New York
|
-$1.48K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$19 |
PBHC Hedge Fund Activity: Q1 2023 in Review
17 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in Pathfinder Bancorp (PBHC) for Q1 2023, worth a combined $13.7M — down 4.3% from $14.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PBHC positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 3 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $629K. The largest seller was Basswood Capital Management, cutting an estimated $188K.
- 17 institutional investors held Pathfinder Bancorp (PBHC) as of Q1 2023, up from 16 in Q4 2022.
- Funds reported $13.7M of Pathfinder Bancorp stock for Q1 2023, down 4.3% quarter-over-quarter.
- 2 funds opened new Pathfinder Bancorp positions in Q1 2023 and 1 closed out, a net change of +1 holder.
- The largest Pathfinder Bancorp buyer in Q1 2023 was AllianceBernstein, an estimated $629K added.
- The largest Pathfinder Bancorp seller in Q1 2023 was Basswood Capital Management, an estimated $188K sold.
Based on aggregated 13F filings for Q1 2023.