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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
EA
51
Emerald Advisers
Pennsylvania
$15.3M +$5.97M +71,182 +70%
Mackenzie Financial
52
Mackenzie Financial
Ontario, Canada
$15M +$13.2M +157,562 +1,267%
Point72 Asset Management
53
Point72 Asset Management
Connecticut
$14.2M +$13.5M +161,147 New
KCM
54
Kennedy Capital Management
Missouri
$13.1M -$624K -7,445 -5%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$12.9M -$567K -6,758 -4%
UBS AM
56
UBS AM
Illinois
$12.7M -$21.8K -260 -0.2%
SCA
57
Stieven Capital Advisors
Missouri
$12.6M +$1.15M +13,700 +11%
Swiss National Bank
58
Swiss National Bank
Switzerland
$12.5M +$25.2K +300 +0.2%
EMFAT
59
Emerald Mutual Fund Advisers Trust
Pennsylvania
$11.8M +$3.34M +39,837 +42%
TSW
60
Thompson Siegel & Walmsley
Virginia
$11.2M +$464K +5,533 +5%
HF
61
HRT Financial
New York
$11.1M +$9.65M +115,139 +1,039%
Legal & General Group
62
Legal & General Group
United Kingdom
$10.3M -$785K -9,361 -7%
CS
63
Credit Suisse
Switzerland
$10.2M -$298K -3,559 -3%
Wells Fargo
64
Wells Fargo
California
$10M -$468K -5,583 -5%
PL
65
Perpetual Ltd
Australia
$9.96M +$495K +5,900 +5%
Los Angeles Capital Management
66
Los Angeles Capital Management
California
$9.2M -$30.3K -361 -0.3%
Boston Partners
67
Boston Partners
Massachusetts
$9.1M +$6.27M +74,818 +263%
Goldman Sachs
68
Goldman Sachs
New York
$9.07M +$944K +11,262 +12%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$8.86M +$219K +2,617 +3%
Balyasny Asset Management
70
Balyasny Asset Management
Illinois
$8.81M +$8.38M +100,013 New
JAM
71
Jacobs Asset Management
New York
$8.81M -$3.14M -37,500 -27%
Allianz Asset Management
72
Allianz Asset Management
Germany
$8.81M +$1.24M +14,797 +17%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$8.68M -$1.67M -19,876 -17%
Assenagon Asset Management
74
Assenagon Asset Management
Luxembourg
$8.65M +$8.23M +98,176 New
Citigroup
75
Citigroup
New York
$8.19M +$1.62M +19,285 +26%

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.