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Ponce Financial Group

45 hedge funds and large institutions have $94.3M invested in Ponce Financial Group in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

7% more funds holding

Funds holding: 4245 (+3)

1.41% more ownership

Funds ownership: 40.32%41.74% (+1.4%)

3% more capital invested

Capital invested by funds: $91.3M → $94.3M (+$2.91M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
12
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$23.4M -$32.7K -3,428 -0.1%
MI
2
M3F Inc
Utah
$19M -$350K -36,693 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.91M -$419K -43,970 -4%
RIP
4
Rhino Investment Partners
Pennsylvania
$6.3M +$1.58M +166,238 +33%
Bank of America
5
Bank of America
North Carolina
$4.53M +$229 +24 +0%
EC
6
EJF Capital
Virginia
$4.44M +$1.56M +163,300 +52%
MCM
7
Maltese Capital Management
New York
$3.93M -$125K -13,137 -3%
BGIM
8
Brandywine Global Investment Management
Pennsylvania
$3.52M
AllianceBernstein
9
AllianceBernstein
Tennessee
$3.45M
BlackRock
10
BlackRock
New York
$2.85M -$9.5K -997 -0.3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.11M -$5.44K -571 -0.3%
JCP
12
Jennifer C. Price
$2M
FPA
13
First Pacific Advisors
California
$1.42M +$421K +44,219 +41%
Renaissance Technologies
14
Renaissance Technologies
New York
$1.12M -$113K -11,900 -9%
State Street
15
State Street
Massachusetts
$767K +$50.9K +5,339 +7%
BFIM
16
Beese Fulmer Investment Management
Ohio
$615K
BCM
17
Bridgeway Capital Management
Texas
$585K +$81.9K +8,600 +16%
BCM
18
BHZ Capital Management
California
$500K -$690K -72,446 -57%
Northern Trust
19
Northern Trust
Illinois
$404K
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$382K -$262K -27,477 -40%
KTA
21
Keeley-Teton Advisors
Illinois
$361K
Millennium Management
22
Millennium Management
New York
$359K +$367K +38,514 New
RJA
23
Raymond James & Associates
Florida
$349K
SV
24
Stilwell Value
New York
$280K
LP
25
LMR Partners
United Kingdom
$267K +$4.27K +448 +2%

PDLB Hedge Fund Activity: Q4 2022 in Review

45 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ponce Financial Group (PDLB) for Q4 2022, worth a combined $94.3M — up 3.2% from $91.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PDLB positions and 4 closed out — a net gain of 4 holders — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Rhino Investment Partners, adding an estimated $1.58M. The largest seller was BHZ Capital Management, cutting an estimated $690K.

  • 45 institutional investors held Ponce Financial Group (PDLB) as of Q4 2022, up from 42 in Q3 2022.
  • Funds reported $94.3M of Ponce Financial Group stock for Q4 2022, up 3.2% quarter-over-quarter.
  • 8 funds opened new Ponce Financial Group positions in Q4 2022 and 4 closed out, a net change of +4 holders.
  • The largest Ponce Financial Group buyer in Q4 2022 was Rhino Investment Partners, an estimated $1.58M added.
  • The largest Ponce Financial Group seller in Q4 2022 was BHZ Capital Management, an estimated $690K sold.

Based on aggregated 13F filings for Q4 2022.