Pathfinder Bancorp
PBHC
19 hedge funds and large institutions have $12.2M invested in Pathfinder Bancorp in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
5% more capital invested
Capital invested by funds: $11.7M → $12.2M (+$584K)
0% more funds holding
Funds holding: 19 → 19 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.07% less ownership
Funds ownership: 18.68% → 18.62% (-0.07%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$161K |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$54.5K |
| 3 |
RIM
Rockbridge Investment Management
Syracuse,
New York
|
+$28.3K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$7.95K |
| 5 |
BlackRock
New York
|
+$7.26K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$150K |
| 2 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$56.8K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$28.1K |
| 4 |
Morgan Stanley
New York
|
-$432 |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$238 |
PBHC Hedge Fund Activity: Q4 2023 in Review
19 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Pathfinder Bancorp (PBHC) for Q4 2023, worth a combined $12.2M — up 5% from $11.7M a quarter earlier.
Fund positioning in PBHC was balanced in Q4 2023: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 3 trimmed.
The largest buyer was Northern Trust, opening a new position worth an estimated $161K. The largest seller was Osaic Holdings, cutting an estimated $150K.
- 19 institutional investors held Pathfinder Bancorp (PBHC) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $12.2M of Pathfinder Bancorp stock for Q4 2023, up 5% quarter-over-quarter.
- 2 funds opened new Pathfinder Bancorp positions in Q4 2023 and 2 closed out, a net change of 0 holders.
- The largest Pathfinder Bancorp buyer in Q4 2023 was Northern Trust, an estimated $161K added.
- The largest Pathfinder Bancorp seller in Q4 2023 was Osaic Holdings, an estimated $150K sold.
Based on aggregated 13F filings for Q4 2023.