Ponce Financial Group
PDLB
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.
2.27% more ownership
Funds ownership: 43.33% → 45.61% (+2.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
2% less funds holding
Funds holding: 50 → 49 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$936K |
| 2 |
WIM
Wittenberg Investment Management
Carlisle,
Massachusetts
|
+$142K |
| 3 |
BlackRock
New York
|
+$110K |
| 4 |
Squarepoint
New York
|
+$99.4K |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$97.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$325K |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$229K |
| 3 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$171K |
| 4 |
Renaissance Technologies
New York
|
-$135K |
| 5 |
Cerity Partners
New York
|
-$113K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Cerity Partners
New York
| – | -$113K | -12,976 | Closed |
|
52
Acadian Asset Management
Boston,
Massachusetts
| – | -$82K | -9,451 | 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.