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Pioneer Bancorp

42 hedge funds and large institutions have $60M invested in Pioneer Bancorp in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.42% more ownership

Funds ownership: 23.01%23.43% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 4342 (-1)

12% less capital invested

Capital invested by funds: $67.9M → $60M (-$7.82M)

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% 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
2
Increased
13
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
FJ Capital Management
Virginia
$19.9M -$7.09K -646 -0%
MI
2
M3F Inc
Utah
$15.8M +$899K +81,906 +5%
BlackRock
3
BlackRock
New York
$5.73M -$200K -18,218 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.54M -$40.9K -3,726 -0.7%
State Street
5
State Street
Massachusetts
$2.39M +$143K +12,989 +6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.93M +$98K +8,928 +5%
AllianceBernstein
7
AllianceBernstein
Tennessee
$1.51M -$1.1K -100 -0.1%
BGIM
8
Brandywine Global Investment Management
Pennsylvania
$1.5M
Northern Trust
9
Northern Trust
Illinois
$928K -$7.46K -679 -0.7%
BCM
10
BHZ Capital Management
California
$872K
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$505K +$269K +24,525 +92%
BCM
12
Bridgeway Capital Management
Texas
$449K -$22.9K -2,090 -4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$333K -$25.6K -2,329 -6%
Morgan Stanley
14
Morgan Stanley
New York
$290K +$11.1K +1,009 +4%
Charles Schwab
15
Charles Schwab
California
$288K -$39.9K -3,631 -11%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$184K -$13.1K -1,190 -6%
N
17
Nuveen
North Carolina
$173K -$143 -13 -0.1%
RhumbLine Advisers
18
RhumbLine Advisers
Massachusetts
$169K -$20.8K -1,894 -10%
Bank of America
19
Bank of America
North Carolina
$168K -$3.66K -333 -2%
FA
20
Fagan Associates
New York
$168K
Osaic Holdings
21
Osaic Holdings
Arizona
$149K
IWC
22
Integrated Wealth Concepts
Massachusetts
$148K
KTA
23
Keeley-Teton Advisors
Illinois
$148K
SFA
24
Sequoia Financial Advisors
Ohio
$108K
Mariner
25
Mariner
Kansas
$100K +$111K +10,093 New

PBFS Hedge Fund Activity: Q1 2023 in Review

42 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pioneer Bancorp (PBFS) for Q1 2023, worth a combined $60M — down 12% from $67.9M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of PBFS and 2 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 13 added.

The largest buyer was M3F Inc, adding an estimated $899K. The largest seller was BlackRock, cutting an estimated $200K.

  • 42 institutional investors held Pioneer Bancorp (PBFS) as of Q1 2023, down from 43 in Q4 2022.
  • Funds reported $60M of Pioneer Bancorp stock for Q1 2023, down 12% quarter-over-quarter.
  • 2 funds opened new Pioneer Bancorp positions in Q1 2023 and 3 closed out, a net change of -1 holder.
  • The largest Pioneer Bancorp buyer in Q1 2023 was M3F Inc, an estimated $899K added.
  • The largest Pioneer Bancorp seller in Q1 2023 was BlackRock, an estimated $200K sold.

Based on aggregated 13F filings for Q1 2023.