Pioneer Bancorp
PBFS
36 hedge funds and large institutions have $61.7M invested in Pioneer Bancorp in 2021 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 19 reducing their positions, and 3 closing their positions.
8% more capital invested
Capital invested by funds: $57.4M → $61.7M (+$4.33M)
0.81% more ownership
Funds ownership: 18.99% → 19.8% (+0.81%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less funds holding
Funds holding: 39 → 36 (-3)
58% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 19
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$8.05M |
| 2 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$1.3M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$206K |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$161K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$21.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$4.21M |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$1.75M |
| 3 |
JP Morgan Chase
New York
|
-$227K |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$177K |
| 5 |
BlackRock
New York
|
-$158K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
26
Tower Research Capital (TRC)
New York
| $15K | +$2.04K | +170 | +15% |
|
|
AIP
27
Ameritas Investment Partners
Lincoln,
Nebraska
| $11K | – | – | – |
|
28
Legal & General Group
London,
United Kingdom
| $11K | – | – | – |
|
29
Citigroup
New York
| $7K | -$2.28K | -190 | -25% |
|
30
Morgan Stanley
New York
| $7K | +$6.12K | +511 | +881% |
|
|
PAM
31
Panagora Asset Management
Boston,
Massachusetts
| $6K | -$1.75M | -145,983 | -100% |
|
32
UBS Group
Zurich,
Switzerland
| $6K | -$49.1K | -4,096 | -89% |
|
33
Wells Fargo
San Francisco,
California
| $2K | -$46.1K | -3,847 | -96% |
|
|
GWS
34
Glassman Wealth Services
Vienna,
Virginia
| $2K | -$323 | -27 | -16% |
|
|
GWM
35
Geneos Wealth Management
Englewood,
Colorado
| $2K | – | – | – |
|
|
AIG
36
American International Group
New York
| $78 | -$3.02K | -252 | -4% |
|
|
KCM
37
Kennedy Capital Management
St Louis,
Missouri
| – | -$4.21M | -361,726 | Closed |
|
38
D.E. Shaw & Co
New York
| – | -$121K | -10,414 | Closed |
|
39
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$4K | -348 | Closed |
|
PBFS Hedge Fund Activity: Q2 2021 in Review
36 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Pioneer Bancorp (PBFS) for Q2 2021, worth a combined $61.7M — up 7.5% from $57.4M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PBFS and 0 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 8 added.
The largest buyer was FJ Capital Management, adding an estimated $8.05M. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $4.21M sold.
- 36 institutional investors held Pioneer Bancorp (PBFS) as of Q2 2021, down from 39 in Q1 2021.
- Funds reported $61.7M of Pioneer Bancorp stock for Q2 2021, up 7.5% quarter-over-quarter.
- 0 funds opened new Pioneer Bancorp positions in Q2 2021 and 3 closed out, a net change of -3 holders.
- The largest Pioneer Bancorp buyer in Q2 2021 was FJ Capital Management, an estimated $8.05M added.
- The largest Pioneer Bancorp seller in Q2 2021 was Kennedy Capital Management, an estimated $4.21M sold.
Based on aggregated 13F filings for Q2 2021.