Ponce Financial Group
PDLB
37 hedge funds and large institutions have $44.8M invested in Ponce Financial Group in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 1 closing their positions.
17% more capital invested
Capital invested by funds: $38.3M → $44.8M (+$6.46M)
3.26% more ownership
Funds ownership: 29.8% → 33.06% (+3.3%)
0% more funds holding
Funds holding: 37 → 37 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
31% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.74M |
| 2 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$792K |
| 3 |
Renaissance Technologies
New York
|
+$77.9K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$47.7K |
| 5 |
Barclays
London,
United Kingdom
|
+$40.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$144K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$115K |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$114K |
| 4 |
BlackRock
New York
|
-$80.7K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$64.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $19K | +$2.28K | +300 | +15% |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $13K | -$26.7K | -3,515 | -68% |
|
28
Citigroup
New York
| $10K | -$10.6K | -1,395 | -51% |
|
|
AIP
29
Ameritas Investment Partners
Lincoln,
Nebraska
| $8K | – | – | – |
|
30
Legal & General Group
London,
United Kingdom
| $7K | – | – | – |
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| $7K | +$2.55K | +336 | +65% |
|
|
PAM
32
Panagora Asset Management
Boston,
Massachusetts
| $4K | – | – | – |
|
|
SO
33
STRS Ohio
Columbus,
Ohio
| $4K | – | – | – |
|
34
Bank of Montreal
Toronto,
Ontario, Canada
| $2K | -$9.99K | -1,314 | -84% |
|
35
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $1K | +$806 | +106 | New |
|
|
AIG
36
American International Group
New York
| $48 | +$122 | +16 | +0.3% |
|
|
IWM
37
IHT Wealth Management
Chicago,
Illinois
| – | -$114K | -15,161 | Closed |
|
38
Morgan Stanley
New York
| – | -$57.1K | -7,517 | -99% |
|
PDLB Hedge Fund Activity: Q1 2021 in Review
37 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Ponce Financial Group (PDLB) for Q1 2021, worth a combined $44.8M — up 17% from $38.3M a quarter earlier.
Fund positioning in PDLB was balanced in Q1 2021: 1 fund opened new positions, 1 closed out, 11 added to existing stakes and 16 trimmed.
The largest buyer was Bank of America, adding an estimated $3.74M. The largest seller was State Street, cutting an estimated $144K.
- 37 institutional investors held Ponce Financial Group (PDLB) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $44.8M of Ponce Financial Group stock for Q1 2021, up 17% quarter-over-quarter.
- 1 fund opened new Ponce Financial Group positions in Q1 2021 and 1 closed out, a net change of 0 holders.
- The largest Ponce Financial Group buyer in Q1 2021 was Bank of America, an estimated $3.74M added.
- The largest Ponce Financial Group seller in Q1 2021 was State Street, an estimated $144K sold.
Based on aggregated 13F filings for Q1 2021.