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Popular Inc

312 hedge funds and large institutions have $5.36B invested in Popular Inc in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 87 increasing their positions, 127 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 39

2.3% more ownership

Funds ownership: 86.52%88.82% (+2.3%)

4% more capital invested

Capital invested by funds: $5.15B → $5.36B (+$216M)

1% more funds holding

Funds holding: 309312 (+3)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

31% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 127

76% less call options, than puts

Call options by funds: $23.9M | Put options by funds: $98.6M

Holders
312
Holders Change
+3
Holders Change %
+0.97%
% of All Funds
5.43%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
43
Increased
87
Reduced
127
Closed
39
Calls
$23.9M
Puts
$98.6M
Net Calls
-$74.7M
Net Calls Change
-$84.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
276
Sutton Wealth Advisors
Florida
$19.2K
TWA
277
TCI Wealth Advisors
Arizona
$16K +$2.14K +28 +15%
CA
278
Clearstead Advisors
Ohio
$12K
QCG
279
Quadrant Capital Group
Ohio
$10K -$25.3K -331 -71%
EW
280
Evoke Wealth
California
$10K
PA
281
Parallel Advisors
California
$10K
LF
282
Lee Financial
Texas
$10K +$10.2K +133 New
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$8K
PCG
284
Private Capital Group
Connecticut
$8K
WT
285
Whittier Trust
California
$8K
PFGIA
286
Patriot Financial Group Insurance Agency
Massachusetts
$7K
DA
287
Denali Advisors
California
$6K -$612 -8 -10%
BWM
288
BerganKDV Wealth Management
Minnesota
$6K
M
289
MOTCO
Texas
$6K
BWM
290
Baystate Wealth Management
Massachusetts
$6K +$5.74K +75 +750%
Nisa Investment Advisors
291
Nisa Investment Advisors
Missouri
$5.11K -$1.26M -16,439 -19%
PNC Financial Services Group
292
PNC Financial Services Group
Pennsylvania
$5K -$77 -1 -2%
1IA
293
1834 Investment Advisors
Wisconsin
$5K
TFO
294
Tarbox Family Office
California
$4K
Walleye Capital
295
Walleye Capital
New York
$3.93K -$219K -2,862 -5%
BCA
296
Berman Capital Advisors
Georgia
$3K
CFO
297
CVA Family Office
Colorado
$3K
IRC
298
Investors Research Corp
Georgia
$3K
VCM
299
Vigilant Capital Management
Maine
$3K +$2.76K +36 New
EARNEST Partners
300
EARNEST Partners
Georgia
$2K