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Ponce Financial Group

55 hedge funds and large institutions have $99.8M invested in Ponce Financial Group in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 15 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

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

8% more funds holding

Funds holding: 5155 (+4)

4% more capital invested

Capital invested by funds: $96.1M → $99.8M (+$3.75M)

0.49% more ownership

Funds ownership: 45.38%45.87% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
55
Holders Change
+4
Holders Change %
+7.84%
% of All Funds
0.79%
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
15
Closed
5
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
$21.9M -$36.1K -4,163 -0.2%
MI
2
M3F Inc
Utah
$20.4M +$626K +72,130 +3%
BlackRock
3
BlackRock
New York
$14.5M +$149K +17,174 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.85M -$15.4K -1,781 -0.2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$6.54M +$559K +64,452 +10%
Bank of America
6
Bank of America
North Carolina
$4.57M +$29.1K +3,352 +0.7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.14M +$112K +12,957 +3%
State Street
8
State Street
Massachusetts
$2.61M +$29.7K +3,428 +1%
AllianceBernstein
9
AllianceBernstein
Tennessee
$1.67M -$126K -14,473 -7%
FPA
10
First Pacific Advisors
California
$1.66M
MP
11
Mangrove Partners
Connecticut
$1.59M
Northern Trust
12
Northern Trust
Illinois
$1.5M -$35.9K -4,141 -2%
6CM
13
683 Capital Management
New York
$970K
WIM
14
Wittenberg Investment Management
Massachusetts
$963K
Renaissance Technologies
15
Renaissance Technologies
New York
$753K -$13K -1,500 -2%
BCM
16
Bridgeway Capital Management
Texas
$587K +$6.25K +720 +1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$566K +$65.4K +7,537 +14%
Charles Schwab
18
Charles Schwab
California
$495K
Los Angeles Capital Management
19
Los Angeles Capital Management
California
$428K -$55.5K -6,400 -12%
BFIM
20
Beese Fulmer Investment Management
Ohio
$416K -$25.4K -2,929 -6%
N
21
Nuveen
North Carolina
$357K
KTA
22
Keeley-Teton Advisors
Illinois
$354K
Morgan Stanley
23
Morgan Stanley
New York
$291K -$210K -24,176 -43%
SV
24
Stilwell Value
New York
$274K
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$229K -$1.61K -186 -0.7%

PDLB Hedge Fund Activity: Q2 2024 in Review

55 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ponce Financial Group (PDLB) for Q2 2024, worth a combined $99.8M — up 3.9% from $96.1M 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 15 trimmed.

The largest buyer was M3F Inc, adding an estimated $626K. The largest seller was Maltese Capital Management, exiting entirely with an estimated $332K sold.

  • 55 institutional investors held Ponce Financial Group (PDLB) as of Q2 2024, up from 51 in Q1 2024.
  • Funds reported $99.8M of Ponce Financial Group stock for Q2 2024, up 3.9% quarter-over-quarter.
  • 9 funds opened new Ponce Financial Group positions in Q2 2024 and 5 closed out, a net change of +4 holders.
  • The largest Ponce Financial Group buyer in Q2 2024 was M3F Inc, an estimated $626K added.
  • The largest Ponce Financial Group seller in Q2 2024 was Maltese Capital Management, an estimated $332K sold.

Based on aggregated 13F filings for Q2 2024.