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Ponce Financial Group

49 hedge funds and large institutions have $84.4M invested in Ponce Financial Group in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.27% more ownership

Funds ownership: 43.33%45.61% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

2% less funds holding

Funds holding: 5049 (-1)

10% less capital invested

Capital invested by funds: $93.7M → $84.4M (-$9.38M)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
12
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EF
26
Empowered Funds
Pennsylvania
$114K +$9.48K +1,106 +8%
JP Morgan Chase
27
JP Morgan Chase
New York
$104K -$22.3K -2,602 -16%
Manulife (Manufacturers Life Insurance)
28
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$92.2K
Squarepoint
29
Squarepoint
New York
$90.7K +$99.4K +11,603 New
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$90.5K
BGIM
31
Brandywine Global Investment Management
Pennsylvania
$88.8K +$97.4K +11,360 New
UBS Group
32
UBS Group
Switzerland
$87.1K -$5.41K -631 -5%
MIM
33
MetLife Investment Management
New Jersey
$86.4K
American Century Companies
34
American Century Companies
Missouri
$81.6K +$89.5K +10,438 New
AIG
35
American International Group
New York
$79.8K +$3.11K +363 +4%
Goldman Sachs
36
Goldman Sachs
New York
$79.1K -$66.4K -7,752 -43%
LPL Financial
37
LPL Financial
California
$78.8K -$8.37K -976 -9%
Wells Fargo
38
Wells Fargo
California
$74.3K -$11.4K -1,326 -12%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$37K +$12.2K +1,426 +44%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$35.3K -$19.6K -2,292 -34%
Barclays
41
Barclays
United Kingdom
$30.4K -$1.82K -213 -5%
TRCT
42
Tower Research Capital (TRC)
New York
$20.4K +$14K +1,636 +168%
AB
43
Amalgamated Bank
New York
$16K
Legal & General Group
44
Legal & General Group
United Kingdom
$14.7K
AIP
45
Ameritas Investment Partners
Nebraska
$13.2K
Fidelity Investments
46
Fidelity Investments
Massachusetts
$10.4K +$6.3K +735 +123%
MLICM
47
Metropolitan Life Insurance Company (MetLife)
New York
$8.96K
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$2.13K -$95.4K -11,128 -98%
Citigroup
49
Citigroup
New York
$391 -$51.8K -6,041 -99%
RJA
50
Raymond James & Associates
Florida
-$325K -37,447 Closed

PDLB Hedge Fund Activity: Q3 2023 in Review

49 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ponce Financial Group (PDLB) for Q3 2023, worth a combined $84.4M — down 10% from $93.7M a quarter earlier.

Fund positioning in PDLB was balanced in Q3 2023: 3 funds opened new positions, 3 closed out, 12 added to existing stakes and 16 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $936K. The largest seller was Raymond James & Associates, exiting entirely with an estimated $325K sold.

  • 49 institutional investors held Ponce Financial Group (PDLB) as of Q3 2023, down from 50 in Q2 2023.
  • Funds reported $84.4M of Ponce Financial Group stock for Q3 2023, down 10% quarter-over-quarter.
  • 3 funds opened new Ponce Financial Group positions in Q3 2023 and 3 closed out, a net change of 0 holders.
  • The largest Ponce Financial Group buyer in Q3 2023 was Dimensional Fund Advisors, an estimated $936K added.
  • The largest Ponce Financial Group seller in Q3 2023 was Raymond James & Associates, an estimated $325K sold.

Based on aggregated 13F filings for Q3 2023.