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Pathfinder Bancorp
PBHC

18 hedge funds and large institutions have $10.8M invested in Pathfinder Bancorp in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

0.05% less ownership

Funds ownership: 18.63% → 18.57% (-0.05%)

5% less funds holding

Funds holding: 19 → 18 (-1)

12% less capital invested

Capital invested by funds: $12.2M → $10.8M (-$1.44M)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
7
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$106K
2
MA
Minerva Advisors
Pennsylvania
+$70K
3
TRCT
Tower Research Capital (TRC)
New York
+$2.55K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.07K
5
UBS Group
UBS Group
Switzerland
+$999

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$167K
2
RIM
Rockbridge Investment Management
New York
-$28.9K
3
Osaic Holdings
Osaic Holdings
Arizona
-$27.6K
4
Morgan Stanley
Morgan Stanley
New York
-$6.97K
5
BlackRock
BlackRock
New York
-$2.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1
Minerva Advisors
Pennsylvania
$3.19M +$70K +5,605 +2%
AllianceBernstein
2
AllianceBernstein
Tennessee
$3.06M +$106K +8,485 +4%
OC
3
Oppenheimer & Close
New York
$1.14M – – –
MI
4
M3F Inc
Utah
$957K – – –
HPIA
5
Hamilton Point Investment Advisors
North Carolina
$476K – – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$466K +$137 +11 +0%
MWA
7
Monograph Wealth Advisors
California
$372K +$325 +26 +0.1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$291K – – –
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$209K +$2.07K +166 +1%
Osaic Holdings
10
Osaic Holdings
Arizona
$202K -$27.6K -2,212 -12%
CSC
11
Caldwell Sutter Capital
California
$191K – – –
BCM
12
Bridgeway Capital Management
Texas
$128K – – –
BlackRock
13
BlackRock
New York
$110K -$2.5K -200 -2%
TRCT
14
Tower Research Capital (TRC)
New York
$14.8K +$2.55K +204 +21%
Morgan Stanley
15
Morgan Stanley
New York
$6.12K -$6.97K -558 -53%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1K -$1.26K -101 -47%
UBS Group
17
UBS Group
Switzerland
$990 +$999 +80 New
Wells Fargo
18
Wells Fargo
California
$240 +$12 +1 +6%
Northern Trust
19
Northern Trust
Illinois
– -$167K -11,941 Closed
RIM
20
Rockbridge Investment Management
New York
– -$28.9K -2,092 Closed

PBHC Hedge Fund Activity: Q1 2024 in Review

18 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pathfinder Bancorp (PBHC) for Q1 2024, worth a combined $10.8M — down 12% from $12.2M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of PBHC and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 7 added.

The largest buyer was AllianceBernstein, adding an estimated $106K. The largest seller was Northern Trust, exiting entirely with an estimated $167K sold.

  • 18 institutional investors held Pathfinder Bancorp (PBHC) as of Q1 2024, down from 19 in Q4 2023.
  • Funds reported $10.8M of Pathfinder Bancorp stock for Q1 2024, down 12% quarter-over-quarter.
  • 1 fund opened new Pathfinder Bancorp positions in Q1 2024 and 2 closed out, a net change of -1 holder.
  • The largest Pathfinder Bancorp buyer in Q1 2024 was AllianceBernstein, an estimated $106K added.
  • The largest Pathfinder Bancorp seller in Q1 2024 was Northern Trust, an estimated $167K sold.

Based on aggregated 13F filings for Q1 2024.