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Pathfinder Bancorp
PBHC

18 hedge funds and large institutions have $11.6M invested in Pathfinder Bancorp in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

6% more funds holding

Funds holding: 17 → 18 (+1)

0.67% more ownership

Funds ownership: 17.05% → 17.72% (+0.67%)

16% less capital invested

Capital invested by funds: $13.7M → $11.6M (-$2.13M)

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
9
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$570K
2
MA
Minerva Advisors
Pennsylvania
+$70.4K
3
MI
M3F Inc
Utah
+$44.7K
4
BlackRock
BlackRock
New York
+$12.4K
5
UBS Group
UBS Group
Switzerland
+$5.39K

Top Sellers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
-$217K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$284
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1
Minerva Advisors
Pennsylvania
$3.58M +$70.4K +4,950 +2%
AllianceBernstein
2
AllianceBernstein
Tennessee
$2.26M +$570K +40,089 +33%
OC
3
Oppenheimer & Close
New York
$1.28M – – –
MI
4
M3F Inc
Utah
$1.16M +$44.7K +3,143 +4%
BCM
5
Basswood Capital Management
New York
$786K -$217K -15,288 -22%
HPIA
6
Hamilton Point Investment Advisors
North Carolina
$536K – – –
Vanguard Group
7
Vanguard Group
Pennsylvania
$482K – – –
MWA
8
Monograph Wealth Advisors
California
$412K +$370 +26 +0.1%
Osaic Holdings
9
Osaic Holdings
Arizona
$257K +$1.02K +72 +0.4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$230K -$284 -20 -0.1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$216K – – –
CSC
12
Caldwell Sutter Capital
California
$214K – – –
BlackRock
13
BlackRock
New York
$135K +$12.4K +874 +10%
TRCT
14
Tower Research Capital (TRC)
New York
$9.97K +$2.44K +172 +32%
UBS Group
15
UBS Group
Switzerland
$5.3K +$5.39K +379 +37,900%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2K +$2.25K +158 New
Morgan Stanley
17
Morgan Stanley
New York
$892 – – –
Wells Fargo
18
Wells Fargo
California
$357 +$14 +1 +4%

PBHC Hedge Fund Activity: Q2 2023 in Review

18 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pathfinder Bancorp (PBHC) for Q2 2023, worth a combined $11.6M — down 16% from $13.7M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new PBHC positions and 0 closed out — a net gain of 1 holder — while 9 added to existing stakes and 2 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $570K. The largest seller was Basswood Capital Management, cutting an estimated $217K.

  • 18 institutional investors held Pathfinder Bancorp (PBHC) as of Q2 2023, up from 17 in Q1 2023.
  • Funds reported $11.6M of Pathfinder Bancorp stock for Q2 2023, down 16% quarter-over-quarter.
  • 1 fund opened new Pathfinder Bancorp positions in Q2 2023 and 0 closed out, a net change of +1 holder.
  • The largest Pathfinder Bancorp buyer in Q2 2023 was AllianceBernstein, an estimated $570K added.
  • The largest Pathfinder Bancorp seller in Q2 2023 was Basswood Capital Management, an estimated $217K sold.

Based on aggregated 13F filings for Q2 2023.