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Pathfinder Bancorp

20 hedge funds and large institutions have $15.6M invested in Pathfinder Bancorp in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $12.4M → $15.6M (+$3.16M)

0.84% more ownership

Funds ownership: 20.03%20.87% (+0.84%)

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

Holders
20
Holders Change
Holders Change %
0%
% 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
5
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$4.52M +$389K +25,229 +10%
MA
2
Minerva Advisors
Pennsylvania
$4.11M
OC
3
Oppenheimer & Close
New York
$1.46M
FL
4
Fourthstone LLC
Missouri
$1.26M +$503K +32,604 +69%
II
5
Inspire Investing
Idaho
$807K +$779K +50,524 New
HPIA
6
Hamilton Point Investment Advisors
North Carolina
$608K
Vanguard Group
7
Vanguard Group
Pennsylvania
$602K
MWA
8
Monograph Wealth Advisors
California
$475K +$370 +24 +0.1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$371K -$11.8K -763 -3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$297K +$62 +4 +0%
Osaic Holdings
11
Osaic Holdings
Arizona
$258K
CSC
12
Caldwell Sutter Capital
California
$234K -$9.25K -600 -4%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$178K +$172K +11,154 New
BCM
14
Bridgeway Capital Management
Texas
$163K
BlackRock
15
BlackRock
New York
$131K -$493 -32 -0.4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$93K -$1.14K -74 -1%
Morgan Stanley
17
Morgan Stanley
New York
$7.82K
TRCT
18
Tower Research Capital (TRC)
New York
$4.07K -$12.7K -821 -76%
Bank of America
19
Bank of America
North Carolina
$348 +$46 +3 +16%
Wells Fargo
20
Wells Fargo
California
$13 +$15 +1 New
MI
21
M3F Inc
Utah
-$1.02M -77,265 Closed
UBS Group
22
UBS Group
Switzerland
-$4.83K -366 Closed
IC
23
Innealta Capital
Texas
-$105 -8 Closed

PBHC Hedge Fund Activity: Q3 2024 in Review

20 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pathfinder Bancorp (PBHC) for Q3 2024, worth a combined $15.6M — up 25% from $12.4M a quarter earlier.

Fund positioning in PBHC was balanced in Q3 2024: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 5 trimmed.

The largest buyer was Inspire Investing, opening a new position worth an estimated $779K. The largest seller was M3F Inc, exiting entirely with an estimated $1.02M sold.

  • 20 institutional investors held Pathfinder Bancorp (PBHC) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $15.6M of Pathfinder Bancorp stock for Q3 2024, up 25% quarter-over-quarter.
  • 3 funds opened new Pathfinder Bancorp positions in Q3 2024 and 3 closed out, a net change of 0 holders.
  • The largest Pathfinder Bancorp buyer in Q3 2024 was Inspire Investing, an estimated $779K added.
  • The largest Pathfinder Bancorp seller in Q3 2024 was M3F Inc, an estimated $1.02M sold.

Based on aggregated 13F filings for Q3 2024.