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Pioneer Bancorp

44 hedge funds and large institutions have $55.9M invested in Pioneer Bancorp in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

5% more funds holding

Funds holding: 4244 (+2)

0.6% more ownership

Funds ownership: 23.43%24.04% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

7% less capital invested

Capital invested by funds: $60M → $55.9M (-$4.13M)

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% 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
6
Increased
13
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
FJ Capital Management
Virginia
$17.3M -$691K -78,860 -4%
MI
2
M3F Inc
Utah
$15M +$679K +77,593 +5%
BlackRock
3
BlackRock
New York
$5.48M +$274K +31,258 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.01M -$20.3K -2,323 -0.4%
State Street
5
State Street
Massachusetts
$2.06M -$100K -11,440 -5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.66M -$88.2K -10,071 -5%
AllianceBernstein
7
AllianceBernstein
Tennessee
$1.37M
BGIM
8
Brandywine Global Investment Management
Pennsylvania
$1.22M -$137K -15,596 -10%
BCM
9
Bridgeway Capital Management
Texas
$1.09M +$669K +76,364 +168%
Northern Trust
10
Northern Trust
Illinois
$824K -$18.5K -2,117 -2%
BCM
11
BHZ Capital Management
California
$791K
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$575K +$114K +13,051 +26%
EST
13
EA Series Trust
Pennsylvania
$352K +$344K +39,274 New
EF
14
Empowered Funds
Pennsylvania
$352K +$344K +39,274 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$305K +$2.47K +282 +0.8%
Charles Schwab
16
Charles Schwab
California
$262K
Morgan Stanley
17
Morgan Stanley
New York
$223K -$40.1K -4,584 -16%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$172K +$4.88K +557 +3%
N
19
Nuveen
North Carolina
$157K
FA
20
Fagan Associates
New York
$152K
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$150K -$3.27K -374 -2%
Osaic Holdings
22
Osaic Holdings
Arizona
$135K
IWC
23
Integrated Wealth Concepts
Massachusetts
$134K
KTA
24
Keeley-Teton Advisors
Illinois
$134K
Bank of America
25
Bank of America
North Carolina
$115K -$36.6K -4,180 -25%

PBFS Hedge Fund Activity: Q2 2023 in Review

44 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pioneer Bancorp (PBFS) for Q2 2023, worth a combined $55.9M — down 6.9% from $60M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PBFS positions and 4 closed out — a net gain of 2 holders — while 13 added to existing stakes and 13 trimmed.

The largest buyer was M3F Inc, adding an estimated $679K. The largest seller was FJ Capital Management, cutting an estimated $691K.

  • 44 institutional investors held Pioneer Bancorp (PBFS) as of Q2 2023, up from 42 in Q1 2023.
  • Funds reported $55.9M of Pioneer Bancorp stock for Q2 2023, down 6.9% quarter-over-quarter.
  • 6 funds opened new Pioneer Bancorp positions in Q2 2023 and 4 closed out, a net change of +2 holders.
  • The largest Pioneer Bancorp buyer in Q2 2023 was M3F Inc, an estimated $679K added.
  • The largest Pioneer Bancorp seller in Q2 2023 was FJ Capital Management, an estimated $691K sold.

Based on aggregated 13F filings for Q2 2023.