We are live on ! Find out more
BPOP icon

Popular Inc

275 hedge funds and large institutions have $3.64B invested in Popular Inc in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 81 increasing their positions, 116 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.8% more ownership

Funds ownership: 84.34%88.14% (+3.8%)

4% less capital invested

Capital invested by funds: $3.8B → $3.64B (-$156M)

11% less funds holding

Funds holding: 310275 (-35)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

30% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 116

32% less call options, than puts

Call options by funds: $3.37M | Put options by funds: $4.95M

46% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 68

Holders
275
Holders Change
-35
Holders Change %
-11.29%
% of All Funds
4.38%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
37
Increased
81
Reduced
116
Closed
68
Calls
$3.37M
Puts
$4.95M
Net Calls
-$1.58M
Net Calls Change
+$373K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
251
BerganKDV Wealth Management
Minnesota
$4.02K
PVH
252
Psagot Value Holdings
Israel
$3K +$3.65K +56 New
NA
253
NewEdge Advisors
Louisiana
$2.66K -$3.71K -57 -55%
IRC
254
Investors Research Corp
Georgia
$2.64K
MC
255
Machina Capital
France
$2.35K +$2.67K +41 New
TAIM
256
TD Ameritrade Investment Management
Nebraska
$2K
PFBT
257
Parkside Financial Bank & Trust
Missouri
$1.78K +$2.02K +31 New
EWA
258
EverSource Wealth Advisors
Alabama
$1.78K +$2.02K +31 New
GWS
259
Glassman Wealth Services
Virginia
$1.15K +$1.3K +20 New
FCA
260
FinTrust Capital Advisors
South Carolina
$1.06K
GEA
261
Glen Eagle Advisors
New Jersey
$1.03K +$1.17K +18 New
CCM
262
Copeland Capital Management
Pennsylvania
$1K -$19.2M -295,173 -100%
BTI
263
Blue Trust Inc
Georgia
$1K +$1.37K +21 New
AF
264
Allworth Financial
California
$976
HI
265
Harbour Investments
Wisconsin
$746 -$586 -9 -41%
GRP
266
Global Retirement Partners
California
$606 +$716 +11 New
FHA
267
First Horizon Advisors
Tennessee
$574
SIC
268
SJS Investment Consulting
Ohio
$517 -$651 -10 -53%
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$459
SC
270
Schubert & Co
Texas
$345 -$847 -13 -68%
RFG
271
RFP Financial Group
Georgia
$344
MCM
272
Manchester Capital Management
Vermont
$288
DI
273
Disciplined Investments
Oklahoma
$172 -$521 -8 -73%
BWA
274
BDO Wealth Advisors
Florida
$115
LC
275
Lindbrook Capital
California
$57