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Ponce Financial Group

51 hedge funds and large institutions have $96.1M invested in Ponce Financial Group in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.71% less ownership

Funds ownership: 47.09%45.38% (-1.7%)

4% less funds holding

Funds holding: 5351 (-2)

12% less capital invested

Capital invested by funds: $109M → $96.1M (-$12.6M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

33% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 21

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
14
Reduced
21
Closed
7
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
$21.4M -$980K -109,400 -4%
MI
2
M3F Inc
Utah
$19.3M +$470K +52,446 +2%
BlackRock
3
BlackRock
New York
$14M -$686K -76,607 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.61M +$65.8K +7,349 +0.7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.8M +$597K +66,623 +11%
Bank of America
6
Bank of America
North Carolina
$4.42M -$115K -12,799 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.92M +$125K +13,956 +3%
State Street
8
State Street
Massachusetts
$2.51M +$203K +22,704 +9%
AllianceBernstein
9
AllianceBernstein
Tennessee
$1.76M -$608K -67,930 -26%
FPA
10
First Pacific Advisors
California
$1.62M
MP
11
Mangrove Partners
Connecticut
$1.55M
Northern Trust
12
Northern Trust
Illinois
$1.5M +$19.3K +2,156 +1%
6CM
13
683 Capital Management
New York
$945K
WIM
14
Wittenberg Investment Management
Massachusetts
$937K
Renaissance Technologies
15
Renaissance Technologies
New York
$747K +$8.95K +1,000 +1%
BCM
16
Bridgeway Capital Management
Texas
$566K -$58.7K -6,551 -9%
Morgan Stanley
17
Morgan Stanley
New York
$499K -$472K -52,765 -48%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$484K -$66.5K -7,424 -12%
Charles Schwab
19
Charles Schwab
California
$482K -$32.4K -3,614 -6%
Los Angeles Capital Management
20
Los Angeles Capital Management
California
$474K +$298K +33,252 +166%
BFIM
21
Beese Fulmer Investment Management
Ohio
$432K -$4.37K -488 -1%
N
22
Nuveen
North Carolina
$347K
KTA
23
Keeley-Teton Advisors
Illinois
$345K
MCM
24
Maltese Capital Management
New York
$332K -$1.53M -171,179 -82%
JP Morgan Chase
25
JP Morgan Chase
New York
$308K +$92.7K +10,357 +43%

PDLB Hedge Fund Activity: Q1 2024 in Review

51 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ponce Financial Group (PDLB) for Q1 2024, worth a combined $96.1M — down 12% from $109M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PDLB and 5 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 14 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $597K. The largest seller was Maltese Capital Management, cutting an estimated $1.53M.

  • 51 institutional investors held Ponce Financial Group (PDLB) as of Q1 2024, down from 53 in Q4 2023.
  • Funds reported $96.1M of Ponce Financial Group stock for Q1 2024, down 12% quarter-over-quarter.
  • 5 funds opened new Ponce Financial Group positions in Q1 2024 and 7 closed out, a net change of -2 holders.
  • The largest Ponce Financial Group buyer in Q1 2024 was Dimensional Fund Advisors, an estimated $597K added.
  • The largest Ponce Financial Group seller in Q1 2024 was Maltese Capital Management, an estimated $1.53M sold.

Based on aggregated 13F filings for Q1 2024.