Pioneer Bancorp
PBFS
36 hedge funds and large institutions have $60.3M invested in Pioneer Bancorp in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
9% more funds holding
Funds holding: 33 → 36 (+3)
0.08% more ownership
Funds ownership: 20.42% → 20.5% (+0.08%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less capital invested
Capital invested by funds: $67.1M → $60.3M (-$6.77M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
BHZ Capital Management
San Jose,
California
|
+$269K |
| 2 |
JP Morgan Chase
New York
|
+$97.9K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$87K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$79.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$67.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$149K |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$107K |
| 3 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$68.6K |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$60.7K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$35.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIG
26
American International Group
New York
| $70K | -$2.29K | -185 | -3% |
|
|
27
UBS Group
Zurich,
Switzerland
| $68K | +$67.8K | +5,479 | +1,079% |
|
28
New York State Common Retirement Fund
Albany,
New York
| $45K | – | – | – |
|
29
Citigroup
New York
| $33K | +$20.1K | +1,622 | +123% |
|
30
Morgan Stanley
New York
| $29K | +$21.3K | +1,718 | +214% |
|
|
TRCT
31
Tower Research Capital (TRC)
New York
| $14K | +$6.05K | +489 | +70% |
|
|
AIP
32
Ameritas Investment Partners
Lincoln,
Nebraska
| $10K | – | – | – |
|
33
Legal & General Group
London,
United Kingdom
| $10K | – | – | – |
|
|
GWM
34
Geneos Wealth Management
Englewood,
Colorado
| $2K | – | – | – |
|
|
GWS
35
Glassman Wealth Services
Vienna,
Virginia
| – | -$2K | -144 | Closed |
|
36
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | +$12 | +1 | New |
|
|
MAM
37
Meeder Asset Management
Dublin,
Ohio
| – | +$25 | +2 | New |
|
PBFS Hedge Fund Activity: Q4 2021 in Review
36 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pioneer Bancorp (PBFS) for Q4 2021, worth a combined $60.3M — down 10% from $67.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PBFS positions and 1 closed out — a net gain of 3 holders — while 13 added to existing stakes and 10 trimmed.
The largest buyer was BHZ Capital Management, opening a new position worth an estimated $269K. The largest seller was Nuveen, cutting an estimated $149K.
- 36 institutional investors held Pioneer Bancorp (PBFS) as of Q4 2021, up from 33 in Q3 2021.
- Funds reported $60.3M of Pioneer Bancorp stock for Q4 2021, down 10% quarter-over-quarter.
- 4 funds opened new Pioneer Bancorp positions in Q4 2021 and 1 closed out, a net change of +3 holders.
- The largest Pioneer Bancorp buyer in Q4 2021 was BHZ Capital Management, an estimated $269K added.
- The largest Pioneer Bancorp seller in Q4 2021 was Nuveen, an estimated $149K sold.
Based on aggregated 13F filings for Q4 2021.