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Popular Inc

306 hedge funds and large institutions have $5.5B invested in Popular Inc in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 94 increasing their positions, 112 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $5.69M | Put options by funds: $1.63M

92% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 26

8% more funds holding

Funds holding: 284306 (+22)

6% more capital invested

Capital invested by funds: $5.21B → $5.5B (+$287M)

1.55% less ownership

Funds ownership: 87.94%86.39% (-1.6%)

16% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 112

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
306
Holders Change
+22
Holders Change %
+7.75%
% of All Funds
4.41%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
50
Increased
94
Reduced
112
Closed
26
Calls
$5.69M
Puts
$1.63M
Net Calls
+$4.06M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
AFWM
301
Abich Financial Wealth Management
Virginia
$440
FGAM
302
Financial Gravity Asset Management
Texas
$352 +$335 +4 New
AEPWM
303
Atlantic Edge Private Wealth Management
Florida
$177
LFG
304
Larson Financial Group
Missouri
$176
TFM
305
TFC Financial Management
Massachusetts
$89 +$84 +1 New
VWA
306
Valued Wealth Advisors
Utah
$89 +$84 +1 New
Canada Pension Plan Investment Board
307
Canada Pension Plan Investment Board
Ontario, Canada
-$4.77M -58,100 Closed
RA
308
Raffles Associates
New York
-$4.48M -54,609 Closed
Connor, Clark & Lunn Investment Management (CC&L)
309
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$2.14M -26,108 Closed
GCM
310
Graham Capital Management
Connecticut
-$2M -24,373 Closed
Nisa Investment Advisors
311
Nisa Investment Advisors
Missouri
-$1.56M -19,048 Closed
AWM
312
AE Wealth Management
Kansas
-$1.47M -16,813 Closed
Bank of Montreal
313
Bank of Montreal
Ontario, Canada
-$1.18M -14,278 Closed
Walleye Trading
314
Walleye Trading
New York
-$1.06M -12,861 Closed
PMEF
315
Point72 Middle East FZE
United Arab Emirates
-$985K -12,000 Closed
OQS
316
Occudo Quantitative Strategies
Florida
-$652K -7,944 Closed
RIM
317
Redwood Investment Management
Arizona
-$520K -6,353 Closed
SPA
318
Sherbrooke Park Advisers
New York
-$459K -5,593 Closed
TCM
319
Teza Capital Management
Illinois
-$407K -4,954 Closed
AA
320
ALPS Advisors
Colorado
-$405K -4,939 Closed
BCM
321
Bayesian Capital Management
New York
-$296K -3,602 Closed
QC
322
Quadrature Capital
United Kingdom
-$289K -3,515 Closed
WG
323
Winton Group
United Kingdom
-$287K -3,491 Closed
SCA
324
Snowden Capital Advisors
New York
-$259K -3,158 Closed
SSG
325
Summit Securities Group
New York
-$139K -1,699 Closed

BPOP Hedge Fund Activity: Q1 2024 in Review

306 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Popular Inc (BPOP) for Q1 2024, worth a combined $5.5B — up 5.5% from $5.21B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BPOP positions and 26 closed out — a net gain of 24 holders — while 94 added to existing stakes and 112 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $46M. The largest seller was First Trust Advisors, cutting an estimated $189M.

  • 306 institutional investors held Popular Inc (BPOP) as of Q1 2024, up from 284 in Q4 2023.
  • Funds reported $5.5B of Popular Inc stock for Q1 2024, up 5.5% quarter-over-quarter.
  • 50 funds opened new Popular Inc positions in Q1 2024 and 26 closed out, a net change of +24 holders.
  • The largest Popular Inc buyer in Q1 2024 was Massachusetts Financial Services, an estimated $46M added.
  • The largest Popular Inc seller in Q1 2024 was First Trust Advisors, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2024.