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Pioneer Bancorp

42 hedge funds and large institutions have $62.8M invested in Pioneer Bancorp in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

18% more capital invested

Capital invested by funds: $53.3M → $62.8M (+$9.51M)

2% more funds holding

Funds holding: 4142 (+1)

0.13% more ownership

Funds ownership: 24.01%24.14% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
19
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MI
1
M3F Inc
Utah
$18.1M +$521K +59,800 +3%
FCM
2
FJ Capital Management
Virginia
$16.1M -$1.65M -189,448 -11%
BlackRock
3
BlackRock
New York
$6.83M +$552K +63,352 +10%
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.8M +$31.4K +3,608 +0.5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.9M +$100K +11,487 +6%
State Street
6
State Street
Massachusetts
$1.8M -$398K -45,678 -20%
AllianceBernstein
7
AllianceBernstein
Tennessee
$1.54M
BCM
8
Bridgeway Capital Management
Texas
$1.3M +$36.8K +4,224 +3%
BCM
9
BHZ Capital Management
California
$1.19M +$269K +30,901 +35%
BGIM
10
Brandywine Global Investment Management
Pennsylvania
$1.16M -$205K -23,507 -17%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$1.11M +$235K +26,965 +32%
Northern Trust
12
Northern Trust
Illinois
$858K -$47.3K -5,436 -6%
Morgan Stanley
13
Morgan Stanley
New York
$742K +$449K +51,602 +229%
EF
14
Empowered Funds
Pennsylvania
$470K +$36.8K +4,224 +10%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$341K
Charles Schwab
16
Charles Schwab
California
$293K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$216K +$14.1K +1,622 +8%
N
18
Nuveen
North Carolina
$176K +$113 +13 +0.1%
FA
19
Fagan Associates
New York
$170K +$148K +17,000 New
Bank of America
20
Bank of America
North Carolina
$170K +$35.2K +4,047 +31%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$169K +$966 +111 +0.7%
Barclays
22
Barclays
United Kingdom
$160K +$122K +14,010 +713%
Osaic Holdings
23
Osaic Holdings
Arizona
$151K
IWC
24
Integrated Wealth Concepts
Massachusetts
$150K
KTA
25
Keeley-Teton Advisors
Illinois
$150K

PBFS Hedge Fund Activity: Q4 2023 in Review

42 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Pioneer Bancorp (PBFS) for Q4 2023, worth a combined $62.8M — up 18% from $53.3M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new PBFS positions and 1 closed out — a net gain of 1 holder — while 19 added to existing stakes and 9 trimmed.

The largest buyer was BlackRock, adding an estimated $552K. The largest seller was FJ Capital Management, cutting an estimated $1.65M.

  • 42 institutional investors held Pioneer Bancorp (PBFS) as of Q4 2023, up from 41 in Q3 2023.
  • Funds reported $62.8M of Pioneer Bancorp stock for Q4 2023, up 18% quarter-over-quarter.
  • 2 funds opened new Pioneer Bancorp positions in Q4 2023 and 1 closed out, a net change of +1 holder.
  • The largest Pioneer Bancorp buyer in Q4 2023 was BlackRock, an estimated $552K added.
  • The largest Pioneer Bancorp seller in Q4 2023 was FJ Capital Management, an estimated $1.65M sold.

Based on aggregated 13F filings for Q4 2023.