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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
EGM
176
Engineers Gate Manager
New York
$804K +$370K +4,418 +94%
PP
177
PDT Partners
New York
$777K +$739K +8,819 New
FM
178
Foster & Motley
Ohio
$753K -$129K -1,542 -15%
G
179
GenTrust
Florida
$738K
NYLIM
180
New York Life Investment Management
New York
$690K -$16.9K -202 -3%
GLA
181
Great Lakes Advisors
Illinois
$682K -$3.35K -40 -0.5%
VIA
182
Virtus Investment Advisers
Connecticut
$669K +$637K +7,600 New
APG
183
Abacus Planning Group
South Carolina
$655K
Citadel Advisors
184
Citadel Advisors
Florida
$646K -$1.58M -18,851 -72%
USCWA
185
U.S. Capital Wealth Advisors
Texas
$614K -$438K -5,230 -43%
Truist Financial
186
Truist Financial
North Carolina
$598K -$186K -2,216 -25%
OAC
187
OMERS Administration Corp
Ontario, Canada
$590K +$562K +6,700 New
SAM
188
Shell Asset Management
Netherlands
$590K -$55.8K -665 -9%
Creative Planning
189
Creative Planning
Kansas
$553K +$205K +2,446 +64%
CAM
190
Cresset Asset Management
Illinois
$547K -$7.13K -85 -1%
Mariner
191
Mariner
Kansas
$546K +$58.8K +701 +13%
VC
192
Veery Capital
Delaware
$542K
EI
193
Ethic Inc
New York
$520K +$153K +1,824 +45%
Osaic Holdings
194
Osaic Holdings
Arizona
$517K -$373K -4,454 -43%
Cerity Partners
195
Cerity Partners
New York
$512K +$488K +5,817 New
MCM
196
MAI Capital Management
Ohio
$494K -$4.36K -52 -0.9%
LPL Financial
197
LPL Financial
California
$492K -$75.5K -901 -14%
ECM
198
EMC Capital Management
Texas
$486K +$96.2K +1,147 +26%
VI
199
Vestcor Inc
New Brunswick, Canada
$473K
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$469K -$343K -4,096 -43%

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.