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Popular Inc

284 hedge funds and large institutions have $5.21B invested in Popular Inc in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 102 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $7.04M | Put options by funds: $4.31M

59% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 32

30% more capital invested

Capital invested by funds: $4.02B → $5.21B (+$1.19B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

6% more funds holding

Funds holding: 268284 (+16)

9% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 94

0.36% less ownership

Funds ownership: 88.3%87.94% (-0.36%)

Holders
284
Holders Change
+16
Holders Change %
+5.97%
% of All Funds
4.14%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
51
Increased
102
Reduced
94
Closed
32
Calls
$7.04M
Puts
$4.31M
Net Calls
+$2.73M
Net Calls Change
+$3.46M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$40.3M -$2.35M -33,218 -6%
JP Morgan Chase
27
JP Morgan Chase
New York
$37.1M +$1.79M +25,339 +6%
MPMG
28
Minneapolis Portfolio Management Group
Minnesota
$36M -$1.07M -15,096 -3%
Verition Fund Management
29
Verition Fund Management
Connecticut
$35.2M +$24.2M +342,492 +395%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$34.8M +$5.79M +81,770 +24%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$29.9M +$4.33M +61,192 +20%
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$26.3M -$538K -7,599 -2%
AQR Capital Management
33
AQR Capital Management
Connecticut
$25.6M -$20.3M -286,390 -48%
Bank of America
34
Bank of America
North Carolina
$25.4M +$2.29M +32,317 +12%
BCM
35
Basswood Capital Management
New York
$24.8M -$1.61M -22,682 -7%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$23.3M +$4.37M +61,750 +28%
SEI Investments
37
SEI Investments
Pennsylvania
$22.7M +$1.29M +18,186 +7%
Invesco
38
Invesco
Georgia
$22.6M +$9.7M +137,078 +99%
FSC
39
Fourth Sail Capital
Cayman Islands
$22.2M +$19.1M +270,300 New
Victory Capital Management
40
Victory Capital Management
Texas
$20.9M +$140K +1,980 +0.8%
Federated Hermes
41
Federated Hermes
Pennsylvania
$18.8M +$395K +5,581 +2%
PCM
42
Penn Capital Management
Pennsylvania
$18.3M -$1.41M -19,876 -8%
Loomis, Sayles & Company
43
Loomis, Sayles & Company
Massachusetts
$17.2M -$1.83M -25,835 -11%
RA
44
Royce & Associates
New York
$16.5M -$207K -2,925 -1%
Walleye Capital
45
Walleye Capital
New York
$15.4M +$13.3M +187,737 New
N
46
Nuveen
North Carolina
$14.9M +$169K +2,389 +1%
VF
47
Vest Financial
Virginia
$13.3M +$1.24M +17,467 +12%
KCM
48
Kennedy Capital Management
Missouri
$12.8M +$611K +8,628 +6%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$12.6M -$277K -3,917 -2%
HA
50
Heartland Advisors
Wisconsin
$12.1M -$2.53M -35,789 -20%