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Pathfinder Bancorp
PBHC

20 hedge funds and large institutions have $12.4M invested in Pathfinder Bancorp in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

15% more capital invested

Capital invested by funds: $10.8M → $12.4M (+$1.61M)

11% more funds holding

Funds holding: 18 → 20 (+2)

1.46% more ownership

Funds ownership: 18.57% → 20.03% (+1.5%)

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$588K
2
AllianceBernstein
AllianceBernstein
Tennessee
+$166K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$72.7K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$24.2K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$10.4K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$7.49K
2
TRCT
Tower Research Capital (TRC)
New York
-$1.47K
3
Wells Fargo
Wells Fargo
California
-$237
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$3.44M +$166K +13,317 +5%
MA
2
Minerva Advisors
Pennsylvania
$3.41M – – –
OC
3
Oppenheimer & Close
New York
$1.21M +$2.46K +197 +0.2%
MI
4
M3F Inc
Utah
$1.02M – – –
FL
5
Fourthstone LLC
Missouri
$621K +$588K +47,117 New
HPIA
6
Hamilton Point Investment Advisors
North Carolina
$507K – – –
Vanguard Group
7
Vanguard Group
Pennsylvania
$497K – – –
MWA
8
Monograph Wealth Advisors
California
$391K +$400 +32 +0.1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$316K +$10.4K +833 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$245K +$24.2K +1,941 +12%
Osaic Holdings
11
Osaic Holdings
Arizona
$215K – – –
CSC
12
Caldwell Sutter Capital
California
$203K – – –
BCM
13
Bridgeway Capital Management
Texas
$134K – – –
BlackRock
14
BlackRock
New York
$109K -$7.49K -600 -7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$78K +$72.7K +5,826 +5,111%
TRCT
16
Tower Research Capital (TRC)
New York
$14.2K -$1.47K -118 -10%
Morgan Stanley
17
Morgan Stanley
New York
$6.52K – – –
UBS Group
18
UBS Group
Switzerland
$4.83K +$3.57K +286 +358%
Bank of America
19
Bank of America
North Carolina
$251 +$237 +19 New
IC
20
Innealta Capital
Texas
$105 +$100 +8 New
Wells Fargo
21
Wells Fargo
California
$6 -$237 -19 Closed

PBHC Hedge Fund Activity: Q2 2024 in Review

20 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pathfinder Bancorp (PBHC) for Q2 2024, worth a combined $12.4M — up 15% from $10.8M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PBHC positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was Fourthstone LLC, opening a new position worth an estimated $588K. The largest seller was BlackRock, cutting an estimated $7.49K.

  • 20 institutional investors held Pathfinder Bancorp (PBHC) as of Q2 2024, up from 18 in Q1 2024.
  • Funds reported $12.4M of Pathfinder Bancorp stock for Q2 2024, up 15% quarter-over-quarter.
  • 3 funds opened new Pathfinder Bancorp positions in Q2 2024 and 1 closed out, a net change of +2 holders.
  • The largest Pathfinder Bancorp buyer in Q2 2024 was Fourthstone LLC, an estimated $588K added.
  • The largest Pathfinder Bancorp seller in Q2 2024 was BlackRock, an estimated $7.49K sold.

Based on aggregated 13F filings for Q2 2024.