Ponce Financial Group
PDLB
55 hedge funds and large institutions have $99.8M invested in Ponce Financial Group in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
13% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 15
8% more funds holding
Funds holding: 51 → 55 (+4)
4% more capital invested
Capital invested by funds: $96.1M → $99.8M (+$3.75M)
0.49% more ownership
Funds ownership: 45.38% → 45.87% (+0.49%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$626K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$559K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$209K |
| 4 |
Jane Street
New York
|
+$179K |
| 5 |
BlackRock
New York
|
+$149K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Maltese Capital Management
New York
|
-$332K |
| 2 |
Morgan Stanley
New York
|
-$210K |
| 3 |
JP Morgan Chase
New York
|
-$197K |
| 4 |
CCIA
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
-$142K |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$126K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
51
American Capital Advisory
Ketchum,
Idaho
| $9.76K | +$8.67K | +1,000 | New |
|
|
AB
52
Amalgamated Bank
New York
| $6K | – | – | – |
|
53
Russell Investments Group
London,
United Kingdom
| $1.06K | +$1.01K | +116 | New |
|
|
C
54
Covestor
London,
United Kingdom
| $1K | +$338 | +39 | +48% |
|
55
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | +$1.11K | +128 | +4,267% |
|
|
MCM
56
Maltese Capital Management
New York
| – | -$332K | -37,257 | Closed |
|
|
CCIA
57
Campbell & Co Investment Adviser
Baltimore,
Maryland
| – | -$142K | -15,955 | Closed |
|
|
AIG
58
American International Group
New York
| – | -$85.4K | -9,592 | Closed |
|
|
MLICM
59
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$9.32K | -1,047 | Closed |
|
|
AWM
60
Avior Wealth Management
Omaha,
Nebraska
| – | -$35 | -4 | Closed |
|
PDLB Hedge Fund Activity: Q2 2024 in Review
55 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ponce Financial Group (PDLB) for Q2 2024, worth a combined $99.8M — up 3.9% from $96.1M 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 15 trimmed.
The largest buyer was M3F Inc, adding an estimated $626K. The largest seller was Maltese Capital Management, exiting entirely with an estimated $332K sold.
- 55 institutional investors held Ponce Financial Group (PDLB) as of Q2 2024, up from 51 in Q1 2024.
- Funds reported $99.8M of Ponce Financial Group stock for Q2 2024, up 3.9% quarter-over-quarter.
- 9 funds opened new Ponce Financial Group positions in Q2 2024 and 5 closed out, a net change of +4 holders.
- The largest Ponce Financial Group buyer in Q2 2024 was M3F Inc, an estimated $626K added.
- The largest Ponce Financial Group seller in Q2 2024 was Maltese Capital Management, an estimated $332K sold.
Based on aggregated 13F filings for Q2 2024.