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Ponce Financial Group
PDLB

38 hedge funds and large institutions have $36.8M invested in Ponce Financial Group in 2020 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

0.91% more ownership

Funds ownership: 27.92% → 28.82% (+0.91%)

7% less funds holding

Funds holding: 41 → 38 (-3)

29% less capital invested

Capital invested by funds: $51.7M → $36.8M (-$15M)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
38
Holders Change
-3
Holders Change %
-7.32%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
17
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
+$720K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$248K
3
Northern Trust
Northern Trust
Illinois
+$127K
4
Wells Fargo
Wells Fargo
California
+$97K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$85.7K

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$238K
2
Morgan Stanley
Morgan Stanley
New York
-$141K
3
Renaissance Technologies
Renaissance Technologies
New York
-$98.9K
4
UBS Group
UBS Group
Switzerland
-$86.3K
5
Barclays
Barclays
United Kingdom
-$76.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
26
Barclays
United Kingdom
$29K -$76.8K -8,018 -67%
Deutsche Bank
27
Deutsche Bank
Germany
$27K -$8.65K -903 -20%
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$26.9K +$7.68K +802 +28%
Citigroup
29
Citigroup
New York
$25K +$10.1K +1,053 +45%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$24K – – –
Victory Capital Management
31
Victory Capital Management
Texas
$24K +$30.9K +3,228 New
Bank of America
32
Bank of America
North Carolina
$18K -$46.1K -4,813 -66%
Legal & General Group
33
Legal & General Group
United Kingdom
$13K -$2.09K -218 -12%
AIP
34
Ameritas Investment Partners
Nebraska
$8K – – –
Morgan Stanley
35
Morgan Stanley
New York
$7K -$141K -14,724 -94%
PAM
36
Panagora Asset Management
Massachusetts
$4K -$51.6K -5,388 -90%
SO
37
STRS Ohio
Ohio
$4K – – –
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
– -$15K -1,470 Closed
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
– -$9.19K -959 -95%
TRCT
40
Tower Research Capital (TRC)
New York
– -$3K -261 Closed
ASN
41
Advisory Services Network
Georgia
– -$1K -66 Closed
1
2

PDLB Hedge Fund Activity: Q1 2020 in Review

38 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Ponce Financial Group (PDLB) for Q1 2020, worth a combined $36.8M — down 29% from $51.7M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of PDLB and 1 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 17 added.

The largest buyer was M3F Inc, adding an estimated $720K. The largest seller was T. Rowe Price Associates, cutting an estimated $238K.

  • 38 institutional investors held Ponce Financial Group (PDLB) as of Q1 2020, down from 41 in Q4 2019.
  • Funds reported $36.8M of Ponce Financial Group stock for Q1 2020, down 29% quarter-over-quarter.
  • 1 fund opened new Ponce Financial Group positions in Q1 2020 and 3 closed out, a net change of -2 holders.
  • The largest Ponce Financial Group buyer in Q1 2020 was M3F Inc, an estimated $720K added.
  • The largest Ponce Financial Group seller in Q1 2020 was T. Rowe Price Associates, an estimated $238K sold.

Based on aggregated 13F filings for Q1 2020.