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Ponce Financial Group
PDLB

43 hedge funds and large institutions have $48.3M invested in Ponce Financial Group in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

16% more capital invested

Capital invested by funds: $41.4M → $48.3M (+$6.83M)

2% more funds holding

Funds holding: 42 → 43 (+1)

1.57% more ownership

Funds ownership: 24.57% → 26.14% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
18
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
+$718K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$403K
3
Renaissance Technologies
Renaissance Technologies
New York
+$402K
4
MI
M3F Inc
Utah
+$368K
5
MFP
Michael F. Price
+$288K

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$377K
2
Morgan Stanley
Morgan Stanley
New York
-$158K
3
IWM
IHT Wealth Management
Illinois
-$77.1K
4
UBS Group
UBS Group
Switzerland
-$54K
5
Bank of America
Bank of America
North Carolina
-$32.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$21.5M -$377K -40,250 -2%
BlackRock
2
BlackRock
New York
$6.08M +$167K +17,801 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.05M +$161K +17,164 +4%
CP
4
Clover Partners
Texas
$2.93M – – –
MI
5
M3F Inc
Utah
$2.47M +$368K +39,346 +19%
State Street
6
State Street
Massachusetts
$1.81M +$147K +15,700 +9%
Northern Trust
7
Northern Trust
Illinois
$1.19M +$58.5K +6,250 +6%
MCM
8
Maltese Capital Management
New York
$1.19M +$718K +76,725 +183%
MFP
9
Michael F. Price
$998K +$288K +30,779 +45%
Renaissance Technologies
10
Renaissance Technologies
New York
$876K +$402K +42,998 +96%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$740K +$403K +43,105 +140%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$468K +$11K +1,178 +3%
PAM
13
Panagora Asset Management
Massachusetts
$372K +$273K +29,157 +363%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$354K -$1.15K -123 -0.3%
AllianceBernstein
15
AllianceBernstein
Tennessee
$311K +$86.6K +9,251 +42%
Charles Schwab
16
Charles Schwab
California
$285K +$45.2K +4,832 +20%
BFIM
17
Beese Fulmer Investment Management
Ohio
$275K – – –
Wells Fargo
18
Wells Fargo
California
$201K +$27.5K +2,940 +17%
IWM
19
IHT Wealth Management
Illinois
$193K -$77.1K -8,234 -30%
California State Teachers Retirement System (CalSTRS)
20
California State Teachers Retirement System (CalSTRS)
California
$188K – – –
TCIM
21
TIAA CREF Investment Management
New York
$188K – – –
BCM
22
Bridgeway Capital Management
Texas
$181K – – –
LPL Financial
23
LPL Financial
California
$176K +$17K +1,813 +12%
BCM
24
BHZ Capital Management
California
$170K +$159K +17,004 New
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$169K -$786 -84 -0.5%
1
2

PDLB Hedge Fund Activity: Q1 2019 in Review

43 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Ponce Financial Group (PDLB) for Q1 2019, worth a combined $48.3M — up 16% from $41.4M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PDLB positions and 2 closed out — a net gain of 1 holder — while 18 added to existing stakes and 11 trimmed.

The largest buyer was Maltese Capital Management, adding an estimated $718K. The largest seller was T. Rowe Price Associates, cutting an estimated $377K.

  • 43 institutional investors held Ponce Financial Group (PDLB) as of Q1 2019, up from 42 in Q4 2018.
  • Funds reported $48.3M of Ponce Financial Group stock for Q1 2019, up 16% quarter-over-quarter.
  • 3 funds opened new Ponce Financial Group positions in Q1 2019 and 2 closed out, a net change of +1 holder.
  • The largest Ponce Financial Group buyer in Q1 2019 was Maltese Capital Management, an estimated $718K added.
  • The largest Ponce Financial Group seller in Q1 2019 was T. Rowe Price Associates, an estimated $377K sold.

Based on aggregated 13F filings for Q1 2019.