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Popular Inc

249 hedge funds and large institutions have $3.92B invested in Popular Inc in 2016 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 83 increasing their positions, 80 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

86.39% more ownership

Funds ownership: 0%86.39% (+86%)

56% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 34

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more capital invested

Capital invested by funds: $3.35B → $3.92B (+$576M)

6% more funds holding

Funds holding: 234249 (+15)

4% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 80

18% less call options, than puts

Call options by funds: $13.7M | Put options by funds: $16.8M

Holders
249
Holders Change
+15
Holders Change %
+6.41%
% of All Funds
6.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
53
Increased
83
Reduced
80
Closed
34
Calls
$13.7M
Puts
$16.8M
Net Calls
-$3.1M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$428M +$12.8M +316,618 +3%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$284M -$14.3M -352,340 -5%
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$241M -$7.76M -191,919 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$204M +$72.5K +1,791 +0%
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$174M -$24.9M -614,914 -13%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$169M +$2.23M +55,074 +1%
State Street
7
State Street
Massachusetts
$128M +$29.3M +723,618 +33%
FCM
8
Frontier Capital Management
Massachusetts
$127M +$8.42M +208,086 +8%
BIT
9
BlackRock Institutional Trust
California
$118M +$4.45M +109,907 +4%
AL
10
AJO LP
Pennsylvania
$117M +$70.1M +1,732,201 +185%
AQR Capital Management
11
AQR Capital Management
Connecticut
$106M +$43.9M +1,085,518 +81%
PCM
12
Polaris Capital Management
Massachusetts
$102M +$4.19M +103,700 +5%
Ninety One (UK)
13
Ninety One (UK)
United Kingdom
$99.4M -$13.8M -340,282 -13%
BGIM
14
Brandywine Global Investment Management
Pennsylvania
$92M -$13.1M -322,718 -13%
ECU
15
Egerton Capital (UK)
United Kingdom
$82.3M -$1.39M -34,427 -2%
JP Morgan Chase
16
JP Morgan Chase
New York
$61M +$6.05M +149,465 +12%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$60.1M +$55.8M +1,379,146 New
Wellington Management Group
18
Wellington Management Group
Massachusetts
$59.5M -$10.3M -253,930 -16%
BFA
19
BlackRock Fund Advisors
California
$57.5M +$5.33M +131,802 +11%
Goldman Sachs
20
Goldman Sachs
New York
$43.5M +$13M +322,170 +48%
Norges Bank
21
Norges Bank
Norway
$40M -$1.84M -45,368 -5%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$38.4M -$2.92M -72,206 -8%
PPA
23
Parametric Portfolio Associates
Washington
$38.2M +$419K +10,350 +1%
Millennium Management
24
Millennium Management
New York
$36.9M +$867K +21,440 +3%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$34.8M +$1.93M +47,731 +6%