Ponce Financial Group
PDLB
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.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.71% less ownership
Funds ownership: 47.09% → 45.38% (-1.7%)
4% less funds holding
Funds holding: 53 → 51 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$597K |
| 2 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$470K |
| 3 |
Los Angeles Capital Management
Los Angeles,
California
|
+$298K |
| 4 |
State Street
Boston,
Massachusetts
|
+$203K |
| 5 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
+$144K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Maltese Capital Management
New York
|
-$1.53M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$980K |
| 3 |
BlackRock
New York
|
-$686K |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$608K |
| 5 |
Morgan Stanley
New York
|
-$472K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EF
51
Empowered Funds
Havertown,
Pennsylvania
| – | -$155K | -15,919 | Closed |
|
52
Jane Street
New York
| – | -$143K | -14,675 | Closed |
|
53
Mirae Asset Global Investments
Seoul,
South Korea
| – | -$113K | -11,579 | Closed |
|
54
SG Americas Securities
New York
| – | -$106K | -10,857 | Closed |
|
|
PS
55
Planned Solutions
Folsom,
California
| – | -$11.7K | -1,200 | Closed |
|
|
ACA
56
American Capital Advisory
Ketchum,
Idaho
| – | -$9.76K | -1,000 | Closed |
|
57
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$1.56K | -160 | Closed |
|
58
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$27 | +3 | 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.