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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 1 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

0.42% more ownership

Funds ownership: 16.63% → 17.05% (+0.42%)

0% more funds holding

Funds holding: 17 → 17 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

4% less capital invested

Capital invested by funds: $14.3M → $13.7M (-$622K)

Holders
17
Holders Change
–
Holders Change %
0%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$629K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$32.1K
3
BlackRock
BlackRock
New York
+$4.72K
4
Osaic Holdings
Osaic Holdings
Arizona
+$974
5
MWA
Monograph Wealth Advisors
California
+$337

Top Sellers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
-$188K
2
MCC
Money Concepts Capital
Florida
-$19.1K
3
TRCT
Tower Research Capital (TRC)
New York
-$1.48K
4
Wells Fargo
Wells Fargo
California
-$19
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1
Minerva Advisors
Pennsylvania
$4.35M – – –
AllianceBernstein
2
AllianceBernstein
Tennessee
$2.1M +$629K +33,615 +38%
OC
3
Oppenheimer & Close
New York
$1.58M – – –
MI
4
M3F Inc
Utah
$1.39M – – –
BCM
5
Basswood Capital Management
New York
$1.2M -$188K -10,056 -13%
HPIA
6
Hamilton Point Investment Advisors
North Carolina
$664K – – –
Vanguard Group
7
Vanguard Group
Pennsylvania
$597K +$32.1K +1,712 +5%
MWA
8
Monograph Wealth Advisors
California
$511K +$337 +18 +0.1%
Osaic Holdings
9
Osaic Holdings
Arizona
$317K +$974 +52 +0.3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$285K – – –
Geode Capital Management
11
Geode Capital Management
Massachusetts
$268K – – –
CSC
12
Caldwell Sutter Capital
California
$265K – – –
BlackRock
13
BlackRock
New York
$152K +$4.72K +252 +3%
TRCT
14
Tower Research Capital (TRC)
New York
$9K -$1.48K -79 -13%
Morgan Stanley
15
Morgan Stanley
New York
$1.1K – – –
Wells Fargo
16
Wells Fargo
California
$419 -$19 -1 -4%
UBS Group
17
UBS Group
Switzerland
$17 +$19 +1 New
MCC
18
Money Concepts Capital
Florida
– -$19.1K -1,000 Closed

PBHC Hedge Fund Activity: Q1 2023 in Review

17 of the 6,275 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.

Fund positioning in PBHC was balanced in Q1 2023: 1 fund opened new positions, 1 closed out, 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, unchanged from Q4 2022.
  • Funds reported $13.7M of Pathfinder Bancorp stock for Q1 2023, down 4.3% quarter-over-quarter.
  • 1 fund opened new Pathfinder Bancorp positions in Q1 2023 and 1 closed out, a net change of 0 holders.
  • 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.