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Ponce Financial Group
PDLB

53 hedge funds and large institutions have $78.4M invested in Ponce Financial Group in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

18% more funds holding

Funds holding: 45 → 53 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.65% less ownership

Funds ownership: 41.74% → 40.09% (-1.6%)

17% less capital invested

Capital invested by funds: $94.3M → $78.4M (-$15.9M)

Holders
53
Holders Change
+8
Holders Change %
+17.78%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
20
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$1.57M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.35M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$982K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$886K
5
Jane Street
Jane Street
New York
+$885K

Top Sellers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
-$4.44M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
-$3.52M
3
JCP
Jennifer C. Price
-$2M
4
RIP
Rhino Investment Partners
Pennsylvania
-$1.75M
5
MCM
Maltese Capital Management
New York
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$19.7M – – –
MI
2
M3F Inc
Utah
$16.1M +$149K +16,432 +0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.67M +$1.35M +148,831 +16%
Bank of America
4
Bank of America
North Carolina
$4M +$203K +22,365 +5%
RIP
5
Rhino Investment Partners
Pennsylvania
$3.79M -$1.75M -193,644 -29%
AllianceBernstein
6
AllianceBernstein
Tennessee
$2.91M – – –
BlackRock
7
BlackRock
New York
$2.5M +$110K +12,096 +4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$2.48M +$982K +108,358 +52%
MCM
9
Maltese Capital Management
New York
$2.08M -$1.42M -156,863 -37%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.82M +$52.7K +5,816 +3%
Millennium Management
11
Millennium Management
New York
$1.67M +$1.57M +173,767 +451%
FPA
12
First Pacific Advisors
California
$1.43M +$267K +29,498 +19%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$977K +$886K +97,758 +366%
Renaissance Technologies
14
Renaissance Technologies
New York
$868K -$85.2K -9,400 -8%
Jane Street
15
Jane Street
New York
$854K +$885K +97,726 +884%
State Street
16
State Street
Massachusetts
$746K +$115K +12,700 +15%
6CM
17
683 Capital Management
New York
$707K +$647K +71,441 +385%
NM
18
Newtyn Management
New York
$552K +$637K +70,351 New
BCM
19
Bridgeway Capital Management
Texas
$528K +$40.2K +4,435 +7%
Citigroup
20
Citigroup
New York
$500K +$410K +45,257 +246%
Goldman Sachs
21
Goldman Sachs
New York
$441K +$509K +56,196 New
HF
22
HRT Financial
New York
$424K +$490K +54,079 New
JP Morgan Chase
23
JP Morgan Chase
New York
$387K +$447K +49,300 +205,417%
BFIM
24
Beese Fulmer Investment Management
Ohio
$384K -$154K -17,000 -26%
Morgan Stanley
25
Morgan Stanley
New York
$370K +$194K +21,465 +84%
1
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PDLB Hedge Fund Activity: Q1 2023 in Review

53 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ponce Financial Group (PDLB) for Q1 2023, worth a combined $78.4M — down 17% from $94.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PDLB positions and 7 closed out — a net gain of 8 holders — while 20 added to existing stakes and 10 trimmed.

The largest buyer was Millennium Management, adding an estimated $1.57M. The largest seller was EJF Capital, exiting entirely with an estimated $4.44M sold.

  • 53 institutional investors held Ponce Financial Group (PDLB) as of Q1 2023, up from 45 in Q4 2022.
  • Funds reported $78.4M of Ponce Financial Group stock for Q1 2023, down 17% quarter-over-quarter.
  • 15 funds opened new Ponce Financial Group positions in Q1 2023 and 7 closed out, a net change of +8 holders.
  • The largest Ponce Financial Group buyer in Q1 2023 was Millennium Management, an estimated $1.57M added.
  • The largest Ponce Financial Group seller in Q1 2023 was EJF Capital, an estimated $4.44M sold.

Based on aggregated 13F filings for Q1 2023.