Ponce Financial Group
PDLB
73 hedge funds and large institutions have $142M invested in Ponce Financial Group in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 31 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
7% more funds holding
Funds holding: 68 → 73 (+5)
0.22% more ownership
Funds ownership: 48.27% → 48.49% (+0.22%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less capital invested
Capital invested by funds: $150M → $142M (-$7.14M)
52% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$5.16M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.11M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$410K |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$362K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$338K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$1.89M |
| 2 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$884K |
| 3 |
6CM
683 Capital Management
New York
|
-$669K |
| 4 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$493K |
| 5 |
JP Morgan Chase
New York
|
-$463K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
SG Americas Securities
New York
| – | -$115K | -8,826 | Closed |
|
PDLB Hedge Fund Activity: Q1 2025 in Review
73 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Ponce Financial Group (PDLB) for Q1 2025, worth a combined $142M — down 4.8% from $150M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PDLB positions and 3 closed out — a net gain of 5 holders — while 15 added to existing stakes and 31 trimmed.
The largest buyer was Nuveen, adding an estimated $5.16M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $1.89M.
- 73 institutional investors held Ponce Financial Group (PDLB) as of Q1 2025, up from 68 in Q4 2024.
- Funds reported $142M of Ponce Financial Group stock for Q1 2025, down 4.8% quarter-over-quarter.
- 8 funds opened new Ponce Financial Group positions in Q1 2025 and 3 closed out, a net change of +5 holders.
- The largest Ponce Financial Group buyer in Q1 2025 was Nuveen, an estimated $5.16M added.
- The largest Ponce Financial Group seller in Q1 2025 was T. Rowe Price Investment Management, an estimated $1.89M sold.
Based on aggregated 13F filings for Q1 2025.