Ponce Financial Group
PDLB
37 hedge funds and large institutions have $38.3M invested in Ponce Financial Group in 2020 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 3 closing their positions.
19% more capital invested
Capital invested by funds: $32.1M → $38.3M (+$6.2M)
0.25% more ownership
Funds ownership: 29.55% → 29.8% (+0.25%)
8% less funds holding
Funds holding: 40 → 37 (-3)
19% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 16
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$302K |
| 2 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$203K |
| 3 |
JP Morgan Chase
New York
|
+$170K |
| 4 |
Morgan Stanley
New York
|
+$49.3K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$25.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
-$133K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$125K |
| 3 |
Renaissance Technologies
New York
|
-$86.4K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$51.5K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$50.1K |
PDLB Hedge Fund Activity: Q4 2020 in Review
37 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Ponce Financial Group (PDLB) for Q4 2020, worth a combined $38.3M — up 19% from $32.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PDLB and 0 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 13 added.
The largest buyer was BlackRock, adding an estimated $302K. The largest seller was Shepherd Kaplan Krochuk, exiting entirely with an estimated $133K sold.
- 37 institutional investors held Ponce Financial Group (PDLB) as of Q4 2020, down from 40 in Q3 2020.
- Funds reported $38.3M of Ponce Financial Group stock for Q4 2020, up 19% quarter-over-quarter.
- 0 funds opened new Ponce Financial Group positions in Q4 2020 and 3 closed out, a net change of -3 holders.
- The largest Ponce Financial Group buyer in Q4 2020 was BlackRock, an estimated $302K added.
- The largest Ponce Financial Group seller in Q4 2020 was Shepherd Kaplan Krochuk, an estimated $133K sold.
Based on aggregated 13F filings for Q4 2020.