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Ponce Financial Group
PDLB

41 hedge funds and large institutions have $36.5M invested in Ponce Financial Group in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

8% more funds holding

Funds holding: 38 → 41 (+3)

0.11% more ownership

Funds ownership: 28.82% → 28.94% (+0.11%)

1% less capital invested

Capital invested by funds: $36.8M → $36.5M (-$223K)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
14
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$390K
2
MI
M3F Inc
Utah
+$211K
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$134K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$76.1K
5
BFIM
Beese Fulmer Investment Management
Ohio
+$49.4K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$437K
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$119K
3
JP Morgan Chase
JP Morgan Chase
New York
-$68.4K
4
Northern Trust
Northern Trust
Illinois
-$62.4K
5
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
-$47.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$46K +$24.9K +3,791 +154%
Barclays
27
Barclays
United Kingdom
$45K +$15K +2,282 +59%
Deutsche Bank
28
Deutsche Bank
Germany
$35K +$7.36K +1,122 +30%
UBS Group
29
UBS Group
Switzerland
$30K -$17.9K -2,731 -40%
Morgan Stanley
30
Morgan Stanley
New York
$24K +$15.3K +2,335 +259%
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$19K -$119K -18,149 -87%
Nisa Investment Advisors
32
Nisa Investment Advisors
Missouri
$19K +$17.4K +2,651 New
TRCT
33
Tower Research Capital (TRC)
New York
$18K +$16.5K +2,518 New
Citigroup
34
Citigroup
New York
$15K -$8.3K -1,265 -37%
Legal & General Group
35
Legal & General Group
United Kingdom
$12K – – –
AIP
36
Ameritas Investment Partners
Nebraska
$7K – – –
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$5K +$5.37K +819 New
PAM
38
Panagora Asset Management
Massachusetts
$4K – – –
SO
39
STRS Ohio
Ohio
$4K – – –
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$3.53K -$20.8K -3,172 -87%
Victory Capital Management
41
Victory Capital Management
Texas
– -$24K -3,228 Closed
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
– -$335 -51 -98%
1
2

PDLB Hedge Fund Activity: Q2 2020 in Review

41 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Ponce Financial Group (PDLB) for Q2 2020, worth a combined $36.5M — down 0.61% from $36.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PDLB positions and 1 closed out — a net gain of 3 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $390K. The largest seller was BlackRock, cutting an estimated $437K.

  • 41 institutional investors held Ponce Financial Group (PDLB) as of Q2 2020, up from 38 in Q1 2020.
  • Funds reported $36.5M of Ponce Financial Group stock for Q2 2020, down 0.61% quarter-over-quarter.
  • 4 funds opened new Ponce Financial Group positions in Q2 2020 and 1 closed out, a net change of +3 holders.
  • The largest Ponce Financial Group buyer in Q2 2020 was T. Rowe Price Associates, an estimated $390K added.
  • The largest Ponce Financial Group seller in Q2 2020 was BlackRock, an estimated $437K sold.

Based on aggregated 13F filings for Q2 2020.