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Pioneer Bancorp

42 hedge funds and large institutions have $40.1M invested in Pioneer Bancorp in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

0.38% more ownership

Funds ownership: 16.49%16.87% (+0.38%)

7% less funds holding

Funds holding: 4542 (-3)

10% less capital invested

Capital invested by funds: $44.5M → $40.1M (-$4.38M)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
42
Holders Change
-3
Holders Change %
-6.67%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
20
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$96K -$77.9K -8,348 -44%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$92K
AIG
28
American International Group
New York
$65K +$5.18K +556 +9%
Deutsche Bank
29
Deutsche Bank
Germany
$49K +$17.5K +1,877 +54%
UBS Group
30
UBS Group
Switzerland
$41K -$7.2K -772 -15%
Bank of America
31
Bank of America
North Carolina
$41K +$21.1K +2,263 +100%
Morgan Stanley
32
Morgan Stanley
New York
$33K +$25.5K +2,736 +320%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$28K -$392 -42 -1%
TRCT
34
Tower Research Capital (TRC)
New York
$27K +$27.4K +2,937 New
FHA
35
Flagship Harbor Advisors
Massachusetts
$16K
Citigroup
36
Citigroup
New York
$14K -$17.2K -1,841 -55%
AF
37
Advisornet Financial
Minnesota
$14K
Legal & General Group
38
Legal & General Group
United Kingdom
$12K
AIP
39
Ameritas Investment Partners
Nebraska
$8K
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$8K +$8.61K +923 New
GWM
41
Geneos Wealth Management
Colorado
$1K
GWS
42
Glassman Wealth Services
Virginia
$1K +$401 +43 +269%
FA
43
Fagan Associates
New York
-$223K -21,500 Closed
Citadel Advisors
44
Citadel Advisors
Florida
-$113K -10,860 Closed
PPA
45
Parametric Portfolio Associates
Washington
-$111K -10,739 Closed
Victory Capital Management
46
Victory Capital Management
Texas
-$42K -4,050 Closed
MAM
47
Meeder Asset Management
Ohio
-$3K -241 Closed

PBFS Hedge Fund Activity: Q2 2020 in Review

42 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Pioneer Bancorp (PBFS) for Q2 2020, worth a combined $40.1M — down 9.9% from $44.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PBFS and 3 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 20 added.

The largest buyer was Kennedy Capital Management, adding an estimated $391K. The largest seller was BlackRock, cutting an estimated $327K.

  • 42 institutional investors held Pioneer Bancorp (PBFS) as of Q2 2020, down from 45 in Q1 2020.
  • Funds reported $40.1M of Pioneer Bancorp stock for Q2 2020, down 9.9% quarter-over-quarter.
  • 3 funds opened new Pioneer Bancorp positions in Q2 2020 and 6 closed out, a net change of -3 holders.
  • The largest Pioneer Bancorp buyer in Q2 2020 was Kennedy Capital Management, an estimated $391K added.
  • The largest Pioneer Bancorp seller in Q2 2020 was BlackRock, an estimated $327K sold.

Based on aggregated 13F filings for Q2 2020.