Ponce Financial Group
PDLB
19 hedge funds and large institutions have $34M invested in Ponce Financial Group in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
27% more funds holding
Funds holding: 15 → 19 (+4)
18% more capital invested
Capital invested by funds: $28.8M → $34M (+$5.23M)
3.41% more ownership
Funds ownership: 14.12% → 17.54% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$3.37M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$3.09M |
| 3 |
MIM
Monashee Investment Management
Boston,
Massachusetts
|
+$397K |
| 4 |
BFIM
Beese Fulmer Investment Management
Canton,
Ohio
|
+$293K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$272K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIM
Spark Investment Management
New York
|
-$425K |
| 2 |
CCP
Centaur Capital Partners
Southlake,
Texas
|
-$298K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$107K |
| 4 |
Millennium Management
New York
|
-$103K |
| 5 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
-$41.7K |
PDLB Hedge Fund Activity: Q1 2018 in Review
19 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Ponce Financial Group (PDLB) for Q1 2018, worth a combined $34M — up 18% from $28.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PDLB positions and 3 closed out — a net gain of 4 holders — while 3 added to existing stakes and 5 trimmed.
The largest buyer was M3F Inc, adding an estimated $3.37M. The largest seller was Spark Investment Management, exiting entirely with an estimated $425K sold.
- 19 institutional investors held Ponce Financial Group (PDLB) as of Q1 2018, up from 15 in Q4 2017.
- Funds reported $34M of Ponce Financial Group stock for Q1 2018, up 18% quarter-over-quarter.
- 7 funds opened new Ponce Financial Group positions in Q1 2018 and 3 closed out, a net change of +4 holders.
- The largest Ponce Financial Group buyer in Q1 2018 was M3F Inc, an estimated $3.37M added.
- The largest Ponce Financial Group seller in Q1 2018 was Spark Investment Management, an estimated $425K sold.
Based on aggregated 13F filings for Q1 2018.