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Pioneer Bancorp
PBFS

42 hedge funds and large institutions have $60M invested in Pioneer Bancorp in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.42% more ownership

Funds ownership: 23.01% → 23.43% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 43 → 42 (-1)

12% less capital invested

Capital invested by funds: $67.9M → $60M (-$7.82M)

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% 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
13
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
+$899K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$269K
3
State Street
State Street
Massachusetts
+$143K
4
Mariner
Mariner
Kansas
+$111K
5
Wells Fargo
Wells Fargo
California
+$99.8K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$200K
2
Invesco
Invesco
Georgia
-$125K
3
Vanguard Group
Vanguard Group
Pennsylvania
-$40.9K
4
Charles Schwab
Charles Schwab
California
-$39.9K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$25.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$89.7K +$99.8K +9,093 New
JP Morgan Chase
27
JP Morgan Chase
New York
$88K +$10.2K +931 +12%
Deutsche Bank
28
Deutsche Bank
Germany
$68.4K +$23.3K +2,122 +44%
MIM
29
MetLife Investment Management
New Jersey
$61.2K – – –
Barclays
30
Barclays
United Kingdom
$58.2K +$30.6K +2,786 +89%
AIG
31
American International Group
New York
$55.2K +$1.23K +112 +2%
UBS Group
32
UBS Group
Switzerland
$52.1K +$17.8K +1,622 +44%
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$42.6K -$5.38K -490 -10%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$39.5K – – –
AB
35
Amalgamated Bank
New York
$12K -$2.96K -270 -18%
Legal & General Group
36
Legal & General Group
United Kingdom
$9.1K – – –
AIP
37
Ameritas Investment Partners
Nebraska
$9.05K – – –
TRCT
38
Tower Research Capital (TRC)
New York
$9K +$1.43K +130 +16%
MLICM
39
Metropolitan Life Insurance Company (MetLife)
New York
$7.22K – – –
Fidelity Investments
40
Fidelity Investments
Massachusetts
$6.79K +$55 +5 +0.7%
EI
41
Ellevest Inc
New York
$3.33K +$3.23K +294 +668%
Citigroup
42
Citigroup
New York
$10 -$867 -79 -99%
Invesco
43
Invesco
Georgia
– -$125K -11,000 Closed
IA
44
IFP Advisors
Florida
– -$7K -500 Closed
1
2

PBFS Hedge Fund Activity: Q1 2023 in Review

42 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pioneer Bancorp (PBFS) for Q1 2023, worth a combined $60M — down 12% from $67.9M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of PBFS and 2 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 13 added.

The largest buyer was M3F Inc, adding an estimated $899K. The largest seller was BlackRock, cutting an estimated $200K.

  • 42 institutional investors held Pioneer Bancorp (PBFS) as of Q1 2023, down from 43 in Q4 2022.
  • Funds reported $60M of Pioneer Bancorp stock for Q1 2023, down 12% quarter-over-quarter.
  • 2 funds opened new Pioneer Bancorp positions in Q1 2023 and 3 closed out, a net change of -1 holder.
  • The largest Pioneer Bancorp buyer in Q1 2023 was M3F Inc, an estimated $899K added.
  • The largest Pioneer Bancorp seller in Q1 2023 was BlackRock, an estimated $200K sold.

Based on aggregated 13F filings for Q1 2023.