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Pioneer Bancorp

46 hedge funds and large institutions have $61.8M invested in Pioneer Bancorp in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

10% more funds holding

Funds holding: 4246 (+4)

0.12% more ownership

Funds ownership: 24.14%24.26% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $62.8M → $61.8M (-$943K)

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
17
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MI
1
M3F Inc
Utah
$18.6M +$816K +85,382 +5%
FCM
2
FJ Capital Management
Virginia
$15.8M
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.71M +$38.5K +4,027 +0.6%
BlackRock
4
BlackRock
New York
$6.31M -$369K -38,566 -6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.95M +$86.1K +9,007 +5%
State Street
6
State Street
Massachusetts
$1.76M +$2.95K +309 +0.2%
AllianceBernstein
7
AllianceBernstein
Tennessee
$1.51M +$2.1K +220 +0.1%
BCM
8
Bridgeway Capital Management
Texas
$1.31M +$36.5K +3,817 +3%
BGIM
9
Brandywine Global Investment Management
Pennsylvania
$1.14M
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$1.13M +$39.1K +4,092 +4%
Northern Trust
11
Northern Trust
Illinois
$878K +$36.1K +3,775 +4%
BCM
12
BHZ Capital Management
California
$709K -$450K -47,045 -39%
FPA
13
First Pacific Advisors
California
$516K +$503K +52,628 New
EF
14
Empowered Funds
Pennsylvania
$498K +$36.5K +3,817 +8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$314K -$19.7K -2,061 -6%
Morgan Stanley
16
Morgan Stanley
New York
$299K -$417K -43,612 -59%
Charles Schwab
17
Charles Schwab
California
$287K
N
18
Nuveen
North Carolina
$204K +$30.9K +3,230 +18%
JP Morgan Chase
19
JP Morgan Chase
New York
$184K +$95.5K +9,985 +113%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$179K -$31.7K -3,321 -15%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$170K +$4.74K +496 +3%
Invesco
22
Invesco
Georgia
$169K +$165K +17,232 New
FA
23
Fagan Associates
New York
$167K
IWC
24
Integrated Wealth Concepts
Massachusetts
$147K
KTA
25
Keeley-Teton Advisors
Illinois
$147K

PBFS Hedge Fund Activity: Q1 2024 in Review

46 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pioneer Bancorp (PBFS) for Q1 2024, worth a combined $61.8M — down 1.5% from $62.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PBFS positions and 1 closed out — a net gain of 4 holders — while 17 added to existing stakes and 12 trimmed.

The largest buyer was M3F Inc, adding an estimated $816K. The largest seller was BHZ Capital Management, cutting an estimated $450K.

  • 46 institutional investors held Pioneer Bancorp (PBFS) as of Q1 2024, up from 42 in Q4 2023.
  • Funds reported $61.8M of Pioneer Bancorp stock for Q1 2024, down 1.5% quarter-over-quarter.
  • 5 funds opened new Pioneer Bancorp positions in Q1 2024 and 1 closed out, a net change of +4 holders.
  • The largest Pioneer Bancorp buyer in Q1 2024 was M3F Inc, an estimated $816K added.
  • The largest Pioneer Bancorp seller in Q1 2024 was BHZ Capital Management, an estimated $450K sold.

Based on aggregated 13F filings for Q1 2024.