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Ponce Financial Group
PDLB

37 hedge funds and large institutions have $38.3M invested in Ponce Financial Group in 2020 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $32.1M → $38.3M (+$6.2M)

0.25% more ownership

Funds ownership: 29.55% → 29.8% (+0.25%)

8% less funds holding

Funds holding: 40 → 37 (-3)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
37
Holders Change
-3
Holders Change %
-7.5%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
13
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$302K
2
BGIM
Brandywine Global Investment Management
Pennsylvania
+$203K
3
JP Morgan Chase
JP Morgan Chase
New York
+$170K
4
Morgan Stanley
Morgan Stanley
New York
+$49.3K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$25.4K

Top Sellers

Rank Fund Capital Flow
1
SKK
Shepherd Kaplan Krochuk
Massachusetts
-$133K
2
Vanguard Group
Vanguard Group
Pennsylvania
-$125K
3
Renaissance Technologies
Renaissance Technologies
New York
-$86.4K
4
Wells Fargo
Wells Fargo
California
-$51.5K
5
TRCT
Tower Research Capital (TRC)
New York
-$50.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
26
Tower Research Capital (TRC)
New York
$39K -$50.1K -6,791 -57%
Barclays
27
Barclays
United Kingdom
$25K -$11.2K -1,514 -31%
Citigroup
28
Citigroup
New York
$21K +$11.6K +1,577 +136%
BNP Paribas Financial Markets
29
BNP Paribas Financial Markets
France
$20.3K +$2.95K +400 +17%
UBS Group
30
UBS Group
Switzerland
$15K +$302 +41 +2%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$12K +$7.95K +1,078 +223%
AIP
32
Ameritas Investment Partners
Nebraska
$8K – – –
Legal & General Group
33
Legal & General Group
United Kingdom
$7K – – –
PAM
34
Panagora Asset Management
Massachusetts
$4K -$649 -88 -15%
SO
35
STRS Ohio
Ohio
$4K – – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$4K +$3.8K +515 +51,500%
AIG
37
American International Group
New York
$45 -$1.87K -253 -4%
SKK
38
Shepherd Kaplan Krochuk
Massachusetts
– -$133K -20,971 Closed
Russell Investments Group
39
Russell Investments Group
United Kingdom
– -$25K -4,046 Closed
Nisa Investment Advisors
40
Nisa Investment Advisors
Missouri
– -$17K -2,651 Closed
1
2

PDLB Hedge Fund Activity: Q4 2020 in Review

37 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Ponce Financial Group (PDLB) for Q4 2020, worth a combined $38.3M — up 19% from $32.1M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of PDLB and 0 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 13 added.

The largest buyer was BlackRock, adding an estimated $302K. The largest seller was Shepherd Kaplan Krochuk, exiting entirely with an estimated $133K sold.

  • 37 institutional investors held Ponce Financial Group (PDLB) as of Q4 2020, down from 40 in Q3 2020.
  • Funds reported $38.3M of Ponce Financial Group stock for Q4 2020, up 19% quarter-over-quarter.
  • 0 funds opened new Ponce Financial Group positions in Q4 2020 and 3 closed out, a net change of -3 holders.
  • The largest Ponce Financial Group buyer in Q4 2020 was BlackRock, an estimated $302K added.
  • The largest Ponce Financial Group seller in Q4 2020 was Shepherd Kaplan Krochuk, an estimated $133K sold.

Based on aggregated 13F filings for Q4 2020.