Pathfinder Bancorp
PBHC
21 hedge funds and large institutions have $17.6M invested in Pathfinder Bancorp in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
13% more capital invested
Capital invested by funds: $15.6M → $17.6M (+$1.99M)
5% more funds holding
Funds holding: 20 → 21 (+1)
0.66% more ownership
Funds ownership: 20.87% → 21.53% (+0.66%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$226K |
| 2 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$148K |
| 3 |
II
Inspire Investing
Meridian,
Idaho
|
+$146K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$61.4K |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$46.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWA
Monograph Wealth Advisors
Manhattan Beach,
California
|
-$111K |
| 2 |
BlackRock
New York
|
-$9.61K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$4.07K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$52 |
| 5 |
Wells Fargo
San Francisco,
California
|
-$17 |
PBHC Hedge Fund Activity: Q4 2024 in Review
21 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Pathfinder Bancorp (PBHC) for Q4 2024, worth a combined $17.6M — up 13% from $15.6M 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 3 trimmed.
The largest buyer was Northern Trust, opening a new position worth an estimated $226K. The largest seller was Monograph Wealth Advisors, cutting an estimated $111K.
- 21 institutional investors held Pathfinder Bancorp (PBHC) as of Q4 2024, up from 20 in Q3 2024.
- Funds reported $17.6M of Pathfinder Bancorp stock for Q4 2024, up 13% quarter-over-quarter.
- 3 funds opened new Pathfinder Bancorp positions in Q4 2024 and 2 closed out, a net change of +1 holder.
- The largest Pathfinder Bancorp buyer in Q4 2024 was Northern Trust, an estimated $226K added.
- The largest Pathfinder Bancorp seller in Q4 2024 was Monograph Wealth Advisors, an estimated $111K sold.
Based on aggregated 13F filings for Q4 2024.