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Pioneer Bancorp
PBFS

39 hedge funds and large institutions have $54.2M invested in Pioneer Bancorp in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% more ownership

Funds ownership: 21.8% → 21.9% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $55.5M → $54.2M (-$1.35M)

3% less funds holding

Funds holding: 40 → 39 (-1)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
14
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
+$777K
2
BCM
BHZ Capital Management
California
+$93.5K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$53.4K
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$44.5K
5
State Street
State Street
Massachusetts
+$39.2K

Top Sellers

Rank Fund Capital Flow
1
BFM
Boothbay Fund Management
New York
-$586K
2
BlackRock
BlackRock
New York
-$109K
3
Charles Schwab
Charles Schwab
California
-$35.2K
4
SWM
SeaCrest Wealth Management
New York
-$35K
5
FA
Fagan Associates
New York
-$19.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$38K +$251 +26 +0.7%
AB
27
Amalgamated Bank
New York
$14K – – –
TRCT
28
Tower Research Capital (TRC)
New York
$10K -$839 -87 -7%
Legal & General Group
29
Legal & General Group
United Kingdom
$9K – – –
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$8.26K +$8.37K +868 New
AIP
31
Ameritas Investment Partners
Nebraska
$8K – – –
Fidelity Investments
32
Fidelity Investments
Massachusetts
$7K -$4.75K -493 -41%
IA
33
IFP Advisors
Florida
$7K – – –
UBS Group
34
UBS Group
Switzerland
$5K -$10.3K -1,070 -68%
Barclays
35
Barclays
United Kingdom
$5K -$868 -90 -15%
Citigroup
36
Citigroup
New York
$2K -$6.43K -667 -79%
CS
37
Credit Suisse
Switzerland
$1K +$501 +52 +433%
BFM
38
Boothbay Fund Management
New York
– -$586K -59,835 Closed
SWM
39
SeaCrest Wealth Management
New York
– -$35K -3,600 Closed
GWM
40
Geneos Wealth Management
Colorado
– -$1K -200 Closed
Wells Fargo
41
Wells Fargo
California
– -$1.12K -116 -85%
C
42
Covestor
United Kingdom
– +$260 +27 New
1
2

PBFS Hedge Fund Activity: Q3 2022 in Review

39 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Pioneer Bancorp (PBFS) for Q3 2022, worth a combined $54.2M — down 2.4% from $55.5M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of PBFS and 2 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 14 added.

The largest buyer was M3F Inc, adding an estimated $777K. The largest seller was Boothbay Fund Management, exiting entirely with an estimated $586K sold.

  • 39 institutional investors held Pioneer Bancorp (PBFS) as of Q3 2022, down from 40 in Q2 2022.
  • Funds reported $54.2M of Pioneer Bancorp stock for Q3 2022, down 2.4% quarter-over-quarter.
  • 2 funds opened new Pioneer Bancorp positions in Q3 2022 and 3 closed out, a net change of -1 holder.
  • The largest Pioneer Bancorp buyer in Q3 2022 was M3F Inc, an estimated $777K added.
  • The largest Pioneer Bancorp seller in Q3 2022 was Boothbay Fund Management, an estimated $586K sold.

Based on aggregated 13F filings for Q3 2022.