Pathfinder Bancorp
PBHC
19 hedge funds and large institutions have $11.7M invested in Pathfinder Bancorp in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
6% more funds holding
Funds holding: 18 → 19 (+1)
0.97% more ownership
Funds ownership: 17.72% → 18.68% (+0.97%)
1% more capital invested
Capital invested by funds: $11.6M → $11.7M (+$90.3K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$1.01M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$155K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$142K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$106K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$38K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Basswood Capital Management
New York
|
-$786K |
| 2 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$27.8K |
| 3 |
BlackRock
New York
|
-$15.8K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$5.3K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$4.32K |
PBHC Hedge Fund Activity: Q3 2023 in Review
19 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pathfinder Bancorp (PBHC) for Q3 2023, worth a combined $11.7M — up 0.78% from $11.6M 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 5 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $1.01M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $786K sold.
- 19 institutional investors held Pathfinder Bancorp (PBHC) as of Q3 2023, up from 18 in Q2 2023.
- Funds reported $11.7M of Pathfinder Bancorp stock for Q3 2023, up 0.78% quarter-over-quarter.
- 3 funds opened new Pathfinder Bancorp positions in Q3 2023 and 2 closed out, a net change of +1 holder.
- The largest Pathfinder Bancorp buyer in Q3 2023 was AllianceBernstein, an estimated $1.01M added.
- The largest Pathfinder Bancorp seller in Q3 2023 was Basswood Capital Management, an estimated $786K sold.
Based on aggregated 13F filings for Q3 2023.