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Ponce Financial Group

50 hedge funds and large institutions have $93.7M invested in Ponce Financial Group in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

20% more capital invested

Capital invested by funds: $78.4M → $93.7M (+$15.4M)

3.24% more ownership

Funds ownership: 40.09%43.33% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 5350 (-3)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
16
Reduced
10
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$155K -$299K -38,331 -68%
SIA
27
SkyView Investment Advisors
New Jersey
$140K
JP Morgan Chase
28
JP Morgan Chase
New York
$138K -$261K -33,437 -68%
EST
29
EA Series Trust
Pennsylvania
$117K +$105K +13,469 New
EF
30
Empowered Funds
Pennsylvania
$117K +$105K +13,469 New
Cerity Partners
31
Cerity Partners
New York
$113K
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$102K +$92K +11,793 New
UBS Group
33
UBS Group
Switzerland
$102K +$78.3K +10,035 +579%
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$101K +$90.4K +11,579 New
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$99.1K +$89K +11,400 New
MIM
36
MetLife Investment Management
New Jersey
$96.1K +$86.3K +11,054 New
LPL Financial
37
LPL Financial
California
$96K +$4.02K +515 +5%
Wells Fargo
38
Wells Fargo
California
$94.1K +$59.7K +7,653 +241%
AIG
39
American International Group
New York
$85.6K +$76.9K +9,847 New
Acadian Asset Management
40
Acadian Asset Management
Massachusetts
$82K -$75.4K -9,656 -51%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$59.1K +$53.1K +6,806 New
Citigroup
42
Citigroup
New York
$52.9K -$449K -57,588 -90%
Barclays
43
Barclays
United Kingdom
$35.6K +$2.76K +354 +9%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$29K +$25.3K +3,239 +21,593%
AB
45
Amalgamated Bank
New York
$17K +$15.5K +1,990 New
Legal & General Group
46
Legal & General Group
United Kingdom
$16.4K +$14.7K +1,884 New
AIP
47
Ameritas Investment Partners
Nebraska
$14.7K +$13.2K +1,689 New
MLICM
48
Metropolitan Life Insurance Company (MetLife)
New York
$9.96K +$8.95K +1,146 New
TRCT
49
Tower Research Capital (TRC)
New York
$8.46K +$7.6K +974 New
Fidelity Investments
50
Fidelity Investments
Massachusetts
$5.19K +$211 +27 +5%

PDLB Hedge Fund Activity: Q2 2023 in Review

50 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ponce Financial Group (PDLB) for Q2 2023, worth a combined $93.7M — up 20% from $78.4M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of PDLB and 16 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 16 added.

The largest buyer was BlackRock, adding an estimated $9.49M. The largest seller was Rhino Investment Partners, exiting entirely with an estimated $3.79M sold.

  • 50 institutional investors held Ponce Financial Group (PDLB) as of Q2 2023, down from 53 in Q1 2023.
  • Funds reported $93.7M of Ponce Financial Group stock for Q2 2023, up 20% quarter-over-quarter.
  • 16 funds opened new Ponce Financial Group positions in Q2 2023 and 19 closed out, a net change of -3 holders.
  • The largest Ponce Financial Group buyer in Q2 2023 was BlackRock, an estimated $9.49M added.
  • The largest Ponce Financial Group seller in Q2 2023 was Rhino Investment Partners, an estimated $3.79M sold.

Based on aggregated 13F filings for Q2 2023.