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Ponce Financial Group
PDLB

53 hedge funds and large institutions have $109M invested in Ponce Financial Group in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

29% more capital invested

Capital invested by funds: $84.4M → $109M (+$24.3M)

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

8% more funds holding

Funds holding: 49 → 53 (+4)

1.48% more ownership

Funds ownership: 45.61% → 47.09% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
17
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MP
Mangrove Partners
Connecticut
+$1.5M
2
BlackRock
BlackRock
New York
+$861K
3
Morgan Stanley
Morgan Stanley
New York
+$791K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$556K
5
Barclays
Barclays
United Kingdom
+$197K

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$566K
2
MI
M3F Inc
Utah
-$423K
3
MCM
Maltese Capital Management
New York
-$402K
4
SIA
SkyView Investment Advisors
New Jersey
-$126K
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$92.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$24.5M – – –
MI
2
M3F Inc
Utah
$20.6M -$423K -49,000 -2%
BlackRock
3
BlackRock
New York
$16.1M +$861K +99,782 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$10.5M +$140K +16,241 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.71M +$556K +64,405 +12%
Bank of America
6
Bank of America
North Carolina
$4.97M +$2.85K +330 +0.1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.16M +$98.6K +11,425 +3%
AllianceBernstein
8
AllianceBernstein
Tennessee
$2.59M -$566K -65,626 -20%
State Street
9
State Street
Massachusetts
$2.53M +$3.1K +359 +0.1%
MCM
10
Maltese Capital Management
New York
$2.03M -$402K -46,564 -18%
FPA
11
First Pacific Advisors
California
$1.77M – – –
MP
12
Mangrove Partners
Connecticut
$1.7M +$1.5M +174,092 New
Northern Trust
13
Northern Trust
Illinois
$1.62M -$18.1K -2,102 -1%
Morgan Stanley
14
Morgan Stanley
New York
$1.06M +$791K +91,668 +535%
6CM
15
683 Capital Management
New York
$1.04M – – –
WIM
16
Wittenberg Investment Management
Massachusetts
$1.03M – – –
Renaissance Technologies
17
Renaissance Technologies
New York
$809K -$33.7K -3,900 -4%
BCM
18
Bridgeway Capital Management
Texas
$684K +$11.6K +1,344 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$603K -$6.64K -769 -1%
Charles Schwab
20
Charles Schwab
California
$563K – – –
BFIM
21
Beese Fulmer Investment Management
Ohio
$478K – – –
N
22
Nuveen
North Carolina
$381K – – –
KTA
23
Keeley-Teton Advisors
Illinois
$378K – – –
SV
24
Stilwell Value
New York
$293K – – –
Barclays
25
Barclays
United Kingdom
$261K +$197K +22,807 +587%
1
2 3

PDLB Hedge Fund Activity: Q4 2023 in Review

53 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ponce Financial Group (PDLB) for Q4 2023, worth a combined $109M — up 29% from $84.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PDLB positions and 5 closed out — a net gain of 4 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was Mangrove Partners, opening a new position worth an estimated $1.5M. The largest seller was AllianceBernstein, cutting an estimated $566K.

  • 53 institutional investors held Ponce Financial Group (PDLB) as of Q4 2023, up from 49 in Q3 2023.
  • Funds reported $109M of Ponce Financial Group stock for Q4 2023, up 29% quarter-over-quarter.
  • 9 funds opened new Ponce Financial Group positions in Q4 2023 and 5 closed out, a net change of +4 holders.
  • The largest Ponce Financial Group buyer in Q4 2023 was Mangrove Partners, an estimated $1.5M added.
  • The largest Ponce Financial Group seller in Q4 2023 was AllianceBernstein, an estimated $566K sold.

Based on aggregated 13F filings for Q4 2023.