We are live on ! Find out more
PDLB icon

Ponce Financial Group

45 hedge funds and large institutions have $94.3M invested in Ponce Financial Group in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

7% more funds holding

Funds holding: 4245 (+3)

1.41% more ownership

Funds ownership: 40.32%41.74% (+1.4%)

3% more capital invested

Capital invested by funds: $91.3M → $94.3M (+$2.91M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
12
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$249K +$254K +26,700 New
Morgan Stanley
27
Morgan Stanley
New York
$239K +$178K +18,714 +269%
Citadel Advisors
28
Citadel Advisors
Florida
$226K +$104K +10,926 +82%
FL
29
Fourthstone LLC
Missouri
$217K +$222K +23,330 New
Man Group
30
Man Group
United Kingdom
$215K +$220K +23,040 New
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$185K +$189K +19,826 New
6CM
32
683 Capital Management
New York
$173K -$24.7K -2,591 -12%
Citigroup
33
Citigroup
New York
$172K +$145K +15,187 +469%
Cerity Partners
34
Cerity Partners
New York
$121K
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$120K +$123K +12,870 New
Jane Street
36
Jane Street
New York
$103K +$105K +11,061 New
Charles Schwab
37
Charles Schwab
California
$102K
LPL Financial
38
LPL Financial
California
$98.2K
Barclays
39
Barclays
United Kingdom
$95.2K +$39.2K +4,114 +67%
TRCT
40
Tower Research Capital (TRC)
New York
$29K +$30K +3,144 New
Wells Fargo
41
Wells Fargo
California
$27.2K -$19K -1,996 -41%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$3.18K
Osaic Holdings
43
Osaic Holdings
Arizona
$3K
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$1.94K +$87.5K +9,182 +5%
WPC
45
White Pine Capital
Minnesota
-$167K -18,197 Closed
Russell Investments Group
46
Russell Investments Group
United Kingdom
-$38K -4,242 Closed
UBS Group
47
UBS Group
Switzerland
-$23K -2,471 Closed
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
-$1K -95 Closed
JP Morgan Chase
49
JP Morgan Chase
New York
-$486 -51 -68%

PDLB Hedge Fund Activity: Q4 2022 in Review

45 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ponce Financial Group (PDLB) for Q4 2022, worth a combined $94.3M — up 3.2% from $91.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PDLB positions and 4 closed out — a net gain of 4 holders — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Rhino Investment Partners, adding an estimated $1.58M. The largest seller was BHZ Capital Management, cutting an estimated $690K.

  • 45 institutional investors held Ponce Financial Group (PDLB) as of Q4 2022, up from 42 in Q3 2022.
  • Funds reported $94.3M of Ponce Financial Group stock for Q4 2022, up 3.2% quarter-over-quarter.
  • 8 funds opened new Ponce Financial Group positions in Q4 2022 and 4 closed out, a net change of +4 holders.
  • The largest Ponce Financial Group buyer in Q4 2022 was Rhino Investment Partners, an estimated $1.58M added.
  • The largest Ponce Financial Group seller in Q4 2022 was BHZ Capital Management, an estimated $690K sold.

Based on aggregated 13F filings for Q4 2022.