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Pioneer Bancorp

40 hedge funds and large institutions have $55.5M invested in Pioneer Bancorp in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

3% more funds holding

Funds holding: 3940 (+1)

0.57% more ownership

Funds ownership: 21.23%21.8% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $58M → $55.5M (-$2.52M)

39% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 18

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% 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
4
Increased
11
Reduced
18
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
FJ Capital Management
Virginia
$18.4M -$473K -46,708 -2%
MI
2
M3F Inc
Utah
$14.2M +$1.89M +186,060 +15%
BlackRock
3
BlackRock
New York
$5.8M -$117K -11,499 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.54M -$45K -4,437 -0.8%
State Street
5
State Street
Massachusetts
$2.08M +$101K +10,001 +5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.82M +$32K +3,155 +2%
AllianceBernstein
7
AllianceBernstein
Tennessee
$1.5M -$203K -20,008 -12%
BGIM
8
Brandywine Global Investment Management
Pennsylvania
$1.5M -$230K -22,700 -13%
Northern Trust
9
Northern Trust
Illinois
$921K -$20.1K -1,987 -2%
BCM
10
BHZ Capital Management
California
$723K +$330K +32,574 +79%
BFM
11
Boothbay Fund Management
New York
$586K -$73K -7,203 -11%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$326K -$33.4K -3,295 -9%
Charles Schwab
13
Charles Schwab
California
$316K -$15K -1,482 -4%
N
14
Nuveen
North Carolina
$279K +$6.81K +672 +2%
FA
15
Fagan Associates
New York
$186K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$177K -$6.58K -650 -3%
RhumbLine Advisers
17
RhumbLine Advisers
Massachusetts
$174K +$180K +17,801 New
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$168K +$174K +17,152 New
Osaic Holdings
19
Osaic Holdings
Arizona
$148K
KTA
20
Keeley-Teton Advisors
Illinois
$147K
Morgan Stanley
21
Morgan Stanley
New York
$126K +$112K +11,077 +603%
JP Morgan Chase
22
JP Morgan Chase
New York
$61K -$11.9K -1,172 -16%
Bank of America
23
Bank of America
North Carolina
$55K +$30.5K +3,013 +118%
Deutsche Bank
24
Deutsche Bank
Germany
$54K -$8.07K -797 -13%
AIG
25
American International Group
New York
$53K -$3.39K -335 -6%

PBFS Hedge Fund Activity: Q2 2022 in Review

40 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pioneer Bancorp (PBFS) for Q2 2022, worth a combined $55.5M — down 4.3% from $58M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PBFS positions and 2 closed out — a net gain of 2 holders — while 11 added to existing stakes and 18 trimmed.

The largest buyer was M3F Inc, adding an estimated $1.89M. The largest seller was FJ Capital Management, cutting an estimated $473K.

  • 40 institutional investors held Pioneer Bancorp (PBFS) as of Q2 2022, up from 39 in Q1 2022.
  • Funds reported $55.5M of Pioneer Bancorp stock for Q2 2022, down 4.3% quarter-over-quarter.
  • 4 funds opened new Pioneer Bancorp positions in Q2 2022 and 2 closed out, a net change of +2 holders.
  • The largest Pioneer Bancorp buyer in Q2 2022 was M3F Inc, an estimated $1.89M added.
  • The largest Pioneer Bancorp seller in Q2 2022 was FJ Capital Management, an estimated $473K sold.

Based on aggregated 13F filings for Q2 2022.