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Pioneer Bancorp

46 hedge funds and large institutions have $61.8M invested in Pioneer Bancorp in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

10% more funds holding

Funds holding: 4246 (+4)

0.12% more ownership

Funds ownership: 24.14%24.26% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $62.8M → $61.8M (-$943K)

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
17
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
26
Panagora Asset Management
Massachusetts
$126K +$7.16K +749 +6%
UBS Group
27
UBS Group
Switzerland
$119K -$20.1K -2,103 -15%
SFA
28
Sequoia Financial Advisors
Ohio
$108K
Bank of America
29
Bank of America
North Carolina
$101K -$63.6K -6,649 -39%
Barclays
30
Barclays
United Kingdom
$79.5K -$75.3K -7,874 -49%
AIG
31
American International Group
New York
$56.4K -$468 -49 -0.8%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$49K
Wells Fargo
33
Wells Fargo
California
$40.2K +$5.04K +527 +15%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$39.5K +$163 +17 +0.4%
Citigroup
35
Citigroup
New York
$32K +$9.67K +1,012 +45%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$11.5K -$7.15K -748 -39%
FFA
37
Farther Finance Advisors
California
$9.46K
Legal & General Group
38
Legal & General Group
United Kingdom
$9.05K
AIP
39
Ameritas Investment Partners
Nebraska
$9.01K
AB
40
Amalgamated Bank
New York
$4K -$6.48K -678 -63%
TRCT
41
Tower Research Capital (TRC)
New York
$3.03K -$7.02K -734 -70%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$1.53K +$363 +38 +32%
C
43
Covestor
United Kingdom
$1K +$698 +73 New
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$245
AWM
45
Avior Wealth Management
Nebraska
$9 +$10 +1 New
Osaic Holdings
46
Osaic Holdings
Arizona
-$151K -15,063 Closed
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
+$48 +5 New

PBFS Hedge Fund Activity: Q1 2024 in Review

46 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pioneer Bancorp (PBFS) for Q1 2024, worth a combined $61.8M — down 1.5% from $62.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PBFS positions and 1 closed out — a net gain of 4 holders — while 17 added to existing stakes and 12 trimmed.

The largest buyer was M3F Inc, adding an estimated $816K. The largest seller was BHZ Capital Management, cutting an estimated $450K.

  • 46 institutional investors held Pioneer Bancorp (PBFS) as of Q1 2024, up from 42 in Q4 2023.
  • Funds reported $61.8M of Pioneer Bancorp stock for Q1 2024, down 1.5% quarter-over-quarter.
  • 5 funds opened new Pioneer Bancorp positions in Q1 2024 and 1 closed out, a net change of +4 holders.
  • The largest Pioneer Bancorp buyer in Q1 2024 was M3F Inc, an estimated $816K added.
  • The largest Pioneer Bancorp seller in Q1 2024 was BHZ Capital Management, an estimated $450K sold.

Based on aggregated 13F filings for Q1 2024.