Ponce Financial Group
PDLB
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.
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: 49 → 53 (+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: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MP
Mangrove Partners
Greenwich,
Connecticut
|
+$1.5M |
| 2 |
BlackRock
New York
|
+$861K |
| 3 |
Morgan Stanley
New York
|
+$791K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$556K |
| 5 |
Barclays
London,
United Kingdom
|
+$197K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$566K |
| 2 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$423K |
| 3 |
MCM
Maltese Capital Management
New York
|
-$402K |
| 4 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
-$126K |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$92.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
51
American Capital Advisory
Ketchum,
Idaho
| $9.76K | +$8.63K | +1,000 | New |
|
|
MLICM
52
Metropolitan Life Insurance Company (MetLife)
New York
| $4.06K | -$6.3K | -730 | -64% |
|
53
Qube Research & Technologies (QRT)
London,
United Kingdom
| $1.56K | +$1.38K | +160 | New |
|
|
SIA
54
SkyView Investment Advisors
Shrewsbury,
New Jersey
| – | -$126K | -16,089 | Closed |
|
|
55
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$92.2K | -11,793 | Closed |
|
56
Squarepoint
New York
| – | -$90.7K | -11,603 | Closed |
|
57
Goldman Sachs
New York
| – | -$79.1K | -10,113 | Closed |
|
58
LPL Financial
San Diego,
California
| – | -$78.8K | -10,074 | Closed |
|
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.