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Pioneer Bancorp

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.

New
Increased
Maintained
Reduced
Closed

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: 3336 (+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: 11 (0)

10% less capital invested

Capital invested by funds: $67.1M → $60.3M (-$6.77M)

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
13
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
FJ Capital Management
Virginia
$22.8M
MI
2
M3F Inc
Utah
$11M -$68.6K -5,542 -0.6%
BlackRock
3
BlackRock
New York
$7.12M -$12.9K -1,044 -0.2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.44M +$43.4K +3,506 +0.6%
State Street
5
State Street
Massachusetts
$2.2M -$11.7K -948 -0.5%
AllianceBernstein
6
AllianceBernstein
Tennessee
$2.12M -$107K -8,628 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.06M +$13.6K +1,102 +0.6%
BGIM
8
Brandywine Global Investment Management
Pennsylvania
$1.99M -$60.7K -4,900 -3%
Northern Trust
9
Northern Trust
Illinois
$1.15M -$35.1K -2,837 -3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$423K +$4.46K +360 +1%
Russell Investments Group
11
Russell Investments Group
United Kingdom
$287K
Charles Schwab
12
Charles Schwab
California
$281K -$14.4K -1,161 -4%
BCM
13
BHZ Capital Management
California
$246K +$269K +21,720 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$232K +$12.3K +995 +5%
FC
15
Farley Capital
New York
$225K -$9.29K -750 -4%
FA
16
Fagan Associates
New York
$215K
N
17
Nuveen
North Carolina
$207K -$149K -12,063 -41%
JP Morgan Chase
18
JP Morgan Chase
New York
$194K +$97.9K +7,908 +85%
Osaic Holdings
19
Osaic Holdings
Arizona
$171K +$780 +63 +0.4%
KTA
20
Keeley-Teton Advisors
Illinois
$170K
Bank of America
21
Bank of America
North Carolina
$133K +$87K +7,030 +149%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$126K +$2.08K +168 +2%
Deutsche Bank
23
Deutsche Bank
Germany
$80K +$4.47K +361 +5%
Wells Fargo
24
Wells Fargo
California
$73K +$79.7K +6,438 New
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$71K

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.