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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$791M -$1.57M -18,700 -0.2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$361M -$16M -190,264 -4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$353M -$8.38M -99,903 -2%
BlackRock
4
BlackRock
New York
$299M -$3.46M -41,223 -1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$286M +$375K +4,475 +0.1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$281M -$52.8M -629,878 -17%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$238M -$3.86M -46,020 -2%
State Street
8
State Street
Massachusetts
$188M -$6.94M -82,768 -4%
PCM
9
Polaris Capital Management
Massachusetts
$174M -$19.3M -229,900 -10%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$156M -$17.2M -204,970 -10%
Ameriprise
11
Ameriprise
Minnesota
$141M -$347K -4,139 -0.3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$106M +$147K +1,753 +0.1%
American Century Companies
13
American Century Companies
Missouri
$97.3M +$14M +167,168 +18%
Principal Financial Group
14
Principal Financial Group
Iowa
$88.9M +$30.8M +366,870 +57%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$82.9M +$43.3M +516,876 +122%
Norges Bank
16
Norges Bank
Norway
$76.8M +$4.8M +57,226 +7%
Charles Schwab
17
Charles Schwab
California
$66M +$1.31M +15,648 +2%
EARNEST Partners
18
EARNEST Partners
Georgia
$62.9M +$1.24M +14,810 +2%
LSV Asset Management
19
LSV Asset Management
Illinois
$62.4M +$837K +9,985 +1%
AQR Capital Management
20
AQR Capital Management
Connecticut
$60.9M +$32.2M +384,115 +123%
First Trust Advisors
21
First Trust Advisors
Illinois
$59.2M -$189M -2,248,651 -77%
FCM
22
Frontier Capital Management
Massachusetts
$55M -$1.7M -20,323 -3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$51.7M -$2.85M -33,964 -5%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$48.3M +$46M +548,861 New
Millennium Management
25
Millennium Management
New York
$47.1M +$36.2M +432,153 +420%

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.