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Ponce Financial Group
PDLB

62 hedge funds and large institutions have $132M invested in Ponce Financial Group in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

32% more capital invested

Capital invested by funds: $99.8M → $132M (+$32.3M)

13% more funds holding

Funds holding: 55 → 62 (+7)

1.59% more ownership

Funds ownership: 45.87% → 47.45% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
62
Holders Change
+7
Holders Change %
+12.73%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
23
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$888K
2
Renaissance Technologies
Renaissance Technologies
New York
+$785K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$727K
4
Morgan Stanley
Morgan Stanley
New York
+$583K
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$458K

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$823K
2
Invesco
Invesco
Georgia
-$220K
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$163K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$160K
5
NPT
National Philanthropic Trust
Pennsylvania
-$92.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$16.1K +$2.2K +211 +18%
PS
52
Planned Solutions
California
$14.1K +$12.5K +1,203 New
ACA
53
American Capital Advisory
Idaho
$11.7K – – –
TRCT
54
Tower Research Capital (TRC)
New York
$9.36K -$71.6K -6,872 -90%
AB
55
Amalgamated Bank
New York
$8K – – –
PMAM
56
Picton Mahoney Asset Management
Ontario, Canada
$5K -$7K -672 -62%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$3.87K +$2.24K +215 +185%
C
58
Covestor
United Kingdom
$2K +$94 +9 +8%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$2K +$687 +66 +50%
SCM
60
Sterling Capital Management
North Carolina
$725 +$646 +62 New
CMBA
61
C.M. Bidwell & Associates
Hawaii
$491 +$437 +42 New
CPA
62
Capital Performance Advisors
California
$58 +$52 +5 New
Invesco
63
Invesco
Georgia
– -$220K -24,052 Closed
NPT
64
National Philanthropic Trust
Pennsylvania
– -$92.3K -10,094 Closed
EF
65
Empowered Funds
Pennsylvania
– -$92.2K -10,088 Closed
1 2
3

PDLB Hedge Fund Activity: Q3 2024 in Review

62 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ponce Financial Group (PDLB) for Q3 2024, worth a combined $132M — up 32% from $99.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PDLB positions and 3 closed out — a net gain of 7 holders — while 23 added to existing stakes and 12 trimmed.

The largest buyer was BlackRock, adding an estimated $888K. The largest seller was AllianceBernstein, cutting an estimated $823K.

  • 62 institutional investors held Ponce Financial Group (PDLB) as of Q3 2024, up from 55 in Q2 2024.
  • Funds reported $132M of Ponce Financial Group stock for Q3 2024, up 32% quarter-over-quarter.
  • 10 funds opened new Ponce Financial Group positions in Q3 2024 and 3 closed out, a net change of +7 holders.
  • The largest Ponce Financial Group buyer in Q3 2024 was BlackRock, an estimated $888K added.
  • The largest Ponce Financial Group seller in Q3 2024 was AllianceBernstein, an estimated $823K sold.

Based on aggregated 13F filings for Q3 2024.