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Pioneer Bancorp

43 hedge funds and large institutions have $67.9M invested in Pioneer Bancorp in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 7

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

25% more capital invested

Capital invested by funds: $54.2M → $67.9M (+$13.7M)

10% more funds holding

Funds holding: 3943 (+4)

1.12% more ownership

Funds ownership: 21.9%23.01% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
19
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
FJ Capital Management
Virginia
$23M +$1.52M +139,437 +7%
MI
2
M3F Inc
Utah
$17.3M -$103K -9,489 -0.6%
BlackRock
3
BlackRock
New York
$6.83M +$198K +18,175 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.45M +$28.9K +2,651 +0.5%
State Street
5
State Street
Massachusetts
$2.61M +$145K +13,345 +6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.13M +$17.1K +1,573 +0.8%
AllianceBernstein
7
AllianceBernstein
Tennessee
$1.75M +$3.27K +300 +0.2%
BGIM
8
Brandywine Global Investment Management
Pennsylvania
$1.73M
Northern Trust
9
Northern Trust
Illinois
$1.08M +$4.1K +377 +0.4%
BCM
10
BHZ Capital Management
California
$1.01M +$53.6K +4,920 +6%
BCM
11
Bridgeway Capital Management
Texas
$543K +$518K +47,600 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$412K -$18.9K -1,739 -5%
Charles Schwab
13
Charles Schwab
California
$375K +$46.7K +4,287 +15%
Morgan Stanley
14
Morgan Stanley
New York
$324K +$152K +13,974 +97%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$226K +$18.6K +1,710 +9%
RhumbLine Advisers
16
RhumbLine Advisers
Massachusetts
$217K +$4.25K +390 +2%
N
17
Nuveen
North Carolina
$200K -$119K -10,900 -38%
Bank of America
18
Bank of America
North Carolina
$198K +$105K +9,653 +125%
FA
19
Fagan Associates
New York
$194K
Osaic Holdings
20
Osaic Holdings
Arizona
$172K
KTA
21
Keeley-Teton Advisors
Illinois
$171K
IWC
22
Integrated Wealth Concepts
Massachusetts
$171K +$163K +15,000 New
Invesco
23
Invesco
Georgia
$125K +$120K +11,000 New
SFA
24
Sequoia Financial Advisors
Ohio
$125K +$119K +10,967 New
JP Morgan Chase
25
JP Morgan Chase
New York
$91K +$18.5K +1,704 +27%

PBFS Hedge Fund Activity: Q4 2022 in Review

43 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pioneer Bancorp (PBFS) for Q4 2022, worth a combined $67.9M — up 25% from $54.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PBFS positions and 3 closed out — a net gain of 4 holders — while 19 added to existing stakes and 7 trimmed.

The largest buyer was FJ Capital Management, adding an estimated $1.52M. The largest seller was Nuveen, cutting an estimated $119K.

  • 43 institutional investors held Pioneer Bancorp (PBFS) as of Q4 2022, up from 39 in Q3 2022.
  • Funds reported $67.9M of Pioneer Bancorp stock for Q4 2022, up 25% quarter-over-quarter.
  • 7 funds opened new Pioneer Bancorp positions in Q4 2022 and 3 closed out, a net change of +4 holders.
  • The largest Pioneer Bancorp buyer in Q4 2022 was FJ Capital Management, an estimated $1.52M added.
  • The largest Pioneer Bancorp seller in Q4 2022 was Nuveen, an estimated $119K sold.

Based on aggregated 13F filings for Q4 2022.