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Ponce Financial Group

53 hedge funds and large institutions have $109M invested in Ponce Financial Group in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

29% more capital invested

Capital invested by funds: $84.4M → $109M (+$24.3M)

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

8% more funds holding

Funds holding: 4953 (+4)

1.48% more ownership

Funds ownership: 45.61%47.09% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
17
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$237K +$94.9K +10,991 +83%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$237K -$4.28K -496 -2%
UBS Group
28
UBS Group
Switzerland
$234K +$111K +12,803 +115%
Los Angeles Capital Management
29
Los Angeles Capital Management
California
$195K +$172K +19,973 New
EF
30
Empowered Funds
Pennsylvania
$155K +$11.6K +1,344 +9%
Jane Street
31
Jane Street
New York
$143K +$127K +14,675 New
American Century Companies
32
American Century Companies
Missouri
$123K +$18.3K +2,117 +20%
Mirae Asset Global Investments
33
Mirae Asset Global Investments
South Korea
$113K
BGIM
34
Brandywine Global Investment Management
Pennsylvania
$111K
MIM
35
MetLife Investment Management
New Jersey
$108K
Wells Fargo
36
Wells Fargo
California
$107K +$12.5K +1,446 +15%
SG Americas Securities
37
SG Americas Securities
New York
$106K +$93.7K +10,857 New
NPT
38
National Philanthropic Trust
Pennsylvania
$98.5K +$87.1K +10,094 New
AIG
39
American International Group
New York
$94.4K -$4.63K -536 -5%
Deutsche Bank
40
Deutsche Bank
Germany
$80.3K +$71K +8,229 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$41K -$4.43K -513 -11%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$31.3K -$11.3K -1,310 -29%
TRCT
43
Tower Research Capital (TRC)
New York
$30K +$4K +463 +18%
Citigroup
44
Citigroup
New York
$27.5K +$23.9K +2,765 +5,530%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$18.3K +$13.8K +1,600 +588%
AB
46
Amalgamated Bank
New York
$17K -$1.77K -205 -10%
AIP
47
Ameritas Investment Partners
Nebraska
$16.5K
Legal & General Group
48
Legal & General Group
United Kingdom
$16.3K -$1.83K -212 -11%
PS
49
Planned Solutions
California
$11.7K +$10.4K +1,200 New
Fidelity Investments
50
Fidelity Investments
Massachusetts
$11K -$1.79K -207 -16%

PDLB Hedge Fund Activity: Q4 2023 in Review

53 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ponce Financial Group (PDLB) for Q4 2023, worth a combined $109M — up 29% from $84.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PDLB positions and 5 closed out — a net gain of 4 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was Mangrove Partners, opening a new position worth an estimated $1.5M. The largest seller was AllianceBernstein, cutting an estimated $566K.

  • 53 institutional investors held Ponce Financial Group (PDLB) as of Q4 2023, up from 49 in Q3 2023.
  • Funds reported $109M of Ponce Financial Group stock for Q4 2023, up 29% quarter-over-quarter.
  • 9 funds opened new Ponce Financial Group positions in Q4 2023 and 5 closed out, a net change of +4 holders.
  • The largest Ponce Financial Group buyer in Q4 2023 was Mangrove Partners, an estimated $1.5M added.
  • The largest Ponce Financial Group seller in Q4 2023 was AllianceBernstein, an estimated $566K sold.

Based on aggregated 13F filings for Q4 2023.