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Ponce Financial Group
PDLB

40 hedge funds and large institutions have $32.1M invested in Ponce Financial Group in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.61% more ownership

Funds ownership: 28.94% → 29.55% (+0.61%)

2% less funds holding

Funds holding: 41 → 40 (-1)

12% less capital invested

Capital invested by funds: $36.5M → $32.1M (-$4.44M)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

61% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 18

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
7
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
+$567K
2
BGIM
Brandywine Global Investment Management
Pennsylvania
+$153K
3
SKK
Shepherd Kaplan Krochuk
Massachusetts
+$137K
4
TRCT
Tower Research Capital (TRC)
New York
+$61.7K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$14.5K

Top Sellers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
-$126K
2
Northern Trust
Northern Trust
Illinois
-$57.5K
3
Renaissance Technologies
Renaissance Technologies
New York
-$55.5K
4
BFIM
Beese Fulmer Investment Management
Ohio
-$55K
5
State Street
State Street
Massachusetts
-$50K
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$34K +$3.32K +510 +11%
Barclays
27
Barclays
United Kingdom
$30K -$8.48K -1,301 -21%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$25K -$126K -19,398 -83%
Bank of America
29
Bank of America
North Carolina
$23K -$17.5K -2,688 -43%
Nisa Investment Advisors
30
Nisa Investment Advisors
Missouri
$17K – – –
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$14.5K +$11.8K +1,807 +373%
UBS Group
32
UBS Group
Switzerland
$13K -$13.4K -2,059 -51%
Citigroup
33
Citigroup
New York
$7K -$6.27K -962 -45%
Morgan Stanley
34
Morgan Stanley
New York
$6K -$15.2K -2,335 -72%
Legal & General Group
35
Legal & General Group
United Kingdom
$6K -$4.47K -686 -42%
AIP
36
Ameritas Investment Partners
Nebraska
$6K – – –
PAM
37
Panagora Asset Management
Massachusetts
$4K – – –
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$3K -$2.18K -335 -41%
SO
39
STRS Ohio
Ohio
$3K – – –
BFIM
40
Beese Fulmer Investment Management
Ohio
– -$55K -7,534 Closed
Acadian Asset Management
41
Acadian Asset Management
Massachusetts
– -$19K -2,669 Closed
1
2

PDLB Hedge Fund Activity: Q3 2020 in Review

40 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Ponce Financial Group (PDLB) for Q3 2020, worth a combined $32.1M — down 12% from $36.5M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of PDLB and 1 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 7 added.

The largest buyer was M3F Inc, adding an estimated $567K. The largest seller was Russell Investments Group, cutting an estimated $126K.

  • 40 institutional investors held Ponce Financial Group (PDLB) as of Q3 2020, down from 41 in Q2 2020.
  • Funds reported $32.1M of Ponce Financial Group stock for Q3 2020, down 12% quarter-over-quarter.
  • 1 fund opened new Ponce Financial Group positions in Q3 2020 and 2 closed out, a net change of -1 holder.
  • The largest Ponce Financial Group buyer in Q3 2020 was M3F Inc, an estimated $567K added.
  • The largest Ponce Financial Group seller in Q3 2020 was Russell Investments Group, an estimated $126K sold.

Based on aggregated 13F filings for Q3 2020.