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Pioneer Bancorp

41 hedge funds and large institutions have $53.3M invested in Pioneer Bancorp in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.03% less ownership

Funds ownership: 24.04%24.01% (-0.03%)

5% less capital invested

Capital invested by funds: $55.9M → $53.3M (-$2.63M)

7% less funds holding

Funds holding: 4441 (-3)

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
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
$15.3M -$1.28M -138,124 -7%
MI
2
M3F Inc
Utah
$14.9M +$660K +71,264 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.77M +$1.08M +116,337 +21%
BlackRock
4
BlackRock
New York
$5.28M +$57.7K +6,231 +1%
State Street
5
State Street
Massachusetts
$1.92M -$51.4K -5,549 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.52M -$72.6K -7,842 -4%
AllianceBernstein
7
AllianceBernstein
Tennessee
$1.31M
BGIM
8
Brandywine Global Investment Management
Pennsylvania
$1.19M +$25.9K +2,800 +2%
BCM
9
Bridgeway Capital Management
Texas
$1.07M +$32.2K +3,476 +3%
Northern Trust
10
Northern Trust
Illinois
$779K -$7.72K -833 -0.9%
BCM
11
BHZ Capital Management
California
$755K
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$720K +$185K +19,994 +31%
EF
13
Empowered Funds
Pennsylvania
$365K +$32.2K +3,476 +9%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$291K -$9 -1 -0%
Charles Schwab
15
Charles Schwab
California
$250K
Morgan Stanley
16
Morgan Stanley
New York
$192K -$22.1K -2,382 -10%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$171K +$6.87K +742 +4%
N
18
Nuveen
North Carolina
$150K
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$143K -$435 -47 -0.3%
Osaic Holdings
20
Osaic Holdings
Arizona
$129K
IWC
21
Integrated Wealth Concepts
Massachusetts
$128K
KTA
22
Keeley-Teton Advisors
Illinois
$128K
Bank of America
23
Bank of America
North Carolina
$110K +$621 +67 +0.5%
PAM
24
Panagora Asset Management
Massachusetts
$103K +$12.5K +1,354 +13%
SFA
25
Sequoia Financial Advisors
Ohio
$93.7K

PBFS Hedge Fund Activity: Q3 2023 in Review

41 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pioneer Bancorp (PBFS) for Q3 2023, worth a combined $53.3M — down 4.7% from $55.9M a quarter earlier.

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

The largest buyer was Vanguard Group, adding an estimated $1.08M. The largest seller was FJ Capital Management, cutting an estimated $1.28M.

  • 41 institutional investors held Pioneer Bancorp (PBFS) as of Q3 2023, down from 44 in Q2 2023.
  • Funds reported $53.3M of Pioneer Bancorp stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 1 fund opened new Pioneer Bancorp positions in Q3 2023 and 3 closed out, a net change of -2 holders.
  • The largest Pioneer Bancorp buyer in Q3 2023 was Vanguard Group, an estimated $1.08M added.
  • The largest Pioneer Bancorp seller in Q3 2023 was FJ Capital Management, an estimated $1.28M sold.

Based on aggregated 13F filings for Q3 2023.