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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$738M -$1.57M -22,214 -0.2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$352M -$25.2M -356,035 -8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$337M +$1.4M +19,849 +0.5%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$313M +$15.3M +216,855 +6%
BlackRock
5
BlackRock
New York
$282M +$6.07M +85,761 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$266M +$85.6K +1,210 +0%
First Trust Advisors
7
First Trust Advisors
Illinois
$240M -$19.9M -280,867 -9%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$226M -$7.63M -107,809 -4%
State Street
9
State Street
Massachusetts
$182M +$14.9M +210,488 +11%
PCM
10
Polaris Capital Management
Massachusetts
$181M -$3.84M -54,300 -2%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$162M -$27.3M -385,255 -16%
Ameriprise
12
Ameriprise
Minnesota
$132M +$1.68M +23,666 +1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$98.8M +$3.57M +50,394 +4%
American Century Companies
14
American Century Companies
Missouri
$77M +$14.9M +211,079 +29%
Morgan Stanley
15
Morgan Stanley
New York
$69.5M +$23.8M +335,562 +66%
Norges Bank
16
Norges Bank
Norway
$66.9M +$1.58M +22,350 +3%
Charles Schwab
17
Charles Schwab
California
$60.2M +$1.51M +21,386 +3%
EARNEST Partners
18
EARNEST Partners
Georgia
$57.4M +$398K +5,620 +0.8%
LSV Asset Management
19
LSV Asset Management
Illinois
$57.3M +$2.05M +28,900 +4%
FCM
20
Frontier Capital Management
Massachusetts
$52.9M +$4.94M +69,860 +12%
Principal Financial Group
21
Principal Financial Group
Iowa
$52.7M +$4.5M +63,588 +11%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$50.9M -$4.47M -63,159 -9%
Northern Trust
23
Northern Trust
Illinois
$42.3M +$808K +11,409 +2%
RIP
24
Rhino Investment Partners
Pennsylvania
$41.4M +$1.91M +27,010 +6%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40.7M -$2.98M -42,123 -8%