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Pioneer Bancorp

41 hedge funds and large institutions have $42.7M invested in Pioneer Bancorp in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $40.1M → $42.7M (+$2.66M)

1.66% more ownership

Funds ownership: 16.87%18.53% (+1.7%)

2% less funds holding

Funds holding: 4241 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

41% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 17

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
3
Increased
10
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
FJ Capital Management
Virginia
$9.23M +$1.19M +137,000 +15%
MI
2
M3F Inc
Utah
$5.8M +$2.58M +297,825 +84%
BlackRock
3
BlackRock
New York
$5.09M +$131K +15,085 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.75M -$6.07K -699 -0.1%
KCM
5
Kennedy Capital Management
Missouri
$3.42M +$317K +36,566 +10%
LBS
6
Lawrence B. Seidman
$2.07M
AllianceBernstein
7
AllianceBernstein
Tennessee
$1.75M -$11.3K -1,300 -0.7%
State Street
8
State Street
Massachusetts
$1.74M -$13.6K -1,570 -0.8%
BGIM
9
Brandywine Global Investment Management
Pennsylvania
$1.48M +$206K +23,700 +17%
PAM
10
Panagora Asset Management
Massachusetts
$1.47M +$56.3K +6,488 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.47M +$16.5K +1,900 +1%
Northern Trust
12
Northern Trust
Illinois
$1.17M -$81.4K -9,373 -7%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$380K +$372K +42,808 New
SV
14
Stilwell Value
New York
$355K
Bank of New York Mellon
15
Bank of New York Mellon
New York
$323K -$4.34K -500 -1%
Wells Fargo
16
Wells Fargo
California
$259K -$17K -1,963 -6%
Charles Schwab
17
Charles Schwab
California
$251K -$19.4K -2,238 -7%
N
18
Nuveen
North Carolina
$249K
FA
19
Fagan Associates
New York
$191K +$187K +21,500 New
FC
20
Farley Capital
New York
$183K
California State Teachers Retirement System (CalSTRS)
21
California State Teachers Retirement System (CalSTRS)
California
$151K
KTA
22
Keeley-Teton Advisors
Illinois
$133K
TRCT
23
Tower Research Capital (TRC)
New York
$110K +$81.8K +9,423 +321%
JP Morgan Chase
24
JP Morgan Chase
New York
$100K +$5.36K +617 +6%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$95K

PBFS Hedge Fund Activity: Q3 2020 in Review

41 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Pioneer Bancorp (PBFS) for Q3 2020, worth a combined $42.7M — up 6.6% from $40.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PBFS and 3 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 10 added.

The largest buyer was M3F Inc, adding an estimated $2.58M. The largest seller was Maltese Capital Management, exiting entirely with an estimated $1.07M sold.

  • 41 institutional investors held Pioneer Bancorp (PBFS) as of Q3 2020, down from 42 in Q2 2020.
  • Funds reported $42.7M of Pioneer Bancorp stock for Q3 2020, up 6.6% quarter-over-quarter.
  • 3 funds opened new Pioneer Bancorp positions in Q3 2020 and 4 closed out, a net change of -1 holder.
  • The largest Pioneer Bancorp buyer in Q3 2020 was M3F Inc, an estimated $2.58M added.
  • The largest Pioneer Bancorp seller in Q3 2020 was Maltese Capital Management, an estimated $1.07M sold.

Based on aggregated 13F filings for Q3 2020.