We are live on ! Find out more
PDLB icon

Ponce Financial Group

51 hedge funds and large institutions have $96.1M invested in Ponce Financial Group in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.71% less ownership

Funds ownership: 47.09%45.38% (-1.7%)

4% less funds holding

Funds holding: 5351 (-2)

12% less capital invested

Capital invested by funds: $109M → $96.1M (-$12.6M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

33% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 21

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
14
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SV
26
Stilwell Value
New York
$267K
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$224K +$8.52K +951 +4%
UBS Group
28
UBS Group
Switzerland
$174K -$38.9K -4,350 -18%
SIA
29
SkyView Investment Advisors
New Jersey
$143K +$144K +16,089 New
CCIA
30
Campbell & Co Investment Adviser
Maryland
$142K +$143K +15,955 New
Barclays
31
Barclays
United Kingdom
$124K -$115K -12,790 -48%
Wells Fargo
32
Wells Fargo
California
$112K +$14.6K +1,634 +15%
American Century Companies
33
American Century Companies
Missouri
$112K -$143 -16 -0.1%
BGIM
34
Brandywine Global Investment Management
Pennsylvania
$101K
MIM
35
MetLife Investment Management
New Jersey
$93.3K -$5.09K -568 -5%
NPT
36
National Philanthropic Trust
Pennsylvania
$89.8K
AIG
37
American International Group
New York
$85.4K -$734 -82 -0.8%
Deutsche Bank
38
Deutsche Bank
Germany
$70.7K -$2.52K -281 -3%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$36.2K +$19.6K +2,194 +117%
Citigroup
40
Citigroup
New York
$35K +$10K +1,118 +40%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$17.4K -$11.2K -1,247 -39%
AIP
42
Ameritas Investment Partners
Nebraska
$15K
Legal & General Group
43
Legal & General Group
United Kingdom
$14.9K
MLICM
44
Metropolitan Life Insurance Company (MetLife)
New York
$9.32K +$5.65K +631 +152%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$9.22K -$797 -89 -8%
TRCT
46
Tower Research Capital (TRC)
New York
$8.29K -$19.2K -2,141 -70%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$7K -$30K -3,355 -81%
AB
48
Amalgamated Bank
New York
$6K -$9.8K -1,095 -61%
C
49
Covestor
United Kingdom
$1K +$725 +81 New
AWM
50
Avior Wealth Management
Nebraska
$35 +$36 +4 New

PDLB Hedge Fund Activity: Q1 2024 in Review

51 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ponce Financial Group (PDLB) for Q1 2024, worth a combined $96.1M — down 12% from $109M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PDLB and 5 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 14 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $597K. The largest seller was Maltese Capital Management, cutting an estimated $1.53M.

  • 51 institutional investors held Ponce Financial Group (PDLB) as of Q1 2024, down from 53 in Q4 2023.
  • Funds reported $96.1M of Ponce Financial Group stock for Q1 2024, down 12% quarter-over-quarter.
  • 5 funds opened new Ponce Financial Group positions in Q1 2024 and 7 closed out, a net change of -2 holders.
  • The largest Ponce Financial Group buyer in Q1 2024 was Dimensional Fund Advisors, an estimated $597K added.
  • The largest Ponce Financial Group seller in Q1 2024 was Maltese Capital Management, an estimated $1.53M sold.

Based on aggregated 13F filings for Q1 2024.