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Ponce Financial Group

62 hedge funds and large institutions have $132M invested in Ponce Financial Group in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

32% more capital invested

Capital invested by funds: $99.8M → $132M (+$32.3M)

13% more funds holding

Funds holding: 5562 (+7)

1.59% more ownership

Funds ownership: 45.87%47.45% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
62
Holders Change
+7
Holders Change %
+12.73%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
23
Reduced
12
Closed
3
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
$27.9M -$163K -15,657 -0.7%
MI
2
M3F Inc
Utah
$26.5M +$293K +28,100 +1%
BlackRock
3
BlackRock
New York
$19.5M +$888K +85,232 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$12.7M +$79.8K +7,663 +0.7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$9.18M +$727K +69,849 +10%
Bank of America
6
Bank of America
North Carolina
$5.85M +$115 +11 +0%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$5.41M +$102K +9,790 +2%
State Street
8
State Street
Massachusetts
$3.34M -$1.71K -164 -0.1%
FPA
9
First Pacific Advisors
California
$2.12M
MP
10
Mangrove Partners
Connecticut
$2.04M
Northern Trust
11
Northern Trust
Illinois
$1.89M -$21K -2,019 -1%
Renaissance Technologies
12
Renaissance Technologies
New York
$1.84M +$785K +75,341 +91%
6CM
13
683 Capital Management
New York
$1.24M
WIM
14
Wittenberg Investment Management
Massachusetts
$1.23M
AllianceBernstein
15
AllianceBernstein
Tennessee
$1.22M -$823K -78,975 -43%
Morgan Stanley
16
Morgan Stanley
New York
$1.03M +$583K +56,005 +176%
BCM
17
Bridgeway Capital Management
Texas
$697K -$48.1K -4,621 -7%
Charles Schwab
18
Charles Schwab
California
$674K +$36.5K +3,500 +6%
Los Angeles Capital Management
19
Los Angeles Capital Management
California
$657K +$97.6K +9,369 +20%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$544K -$160K -15,328 -25%
Goldman Sachs
21
Goldman Sachs
New York
$537K +$322K +30,949 +207%
BFIM
22
Beese Fulmer Investment Management
Ohio
$533K
Connor, Clark & Lunn Investment Management (CC&L)
23
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$514K +$458K +43,936 New
N
24
Nuveen
North Carolina
$456K
KTA
25
Keeley-Teton Advisors
Illinois
$453K

PDLB Hedge Fund Activity: Q3 2024 in Review

62 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ponce Financial Group (PDLB) for Q3 2024, worth a combined $132M — up 32% from $99.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PDLB positions and 3 closed out — a net gain of 7 holders — while 23 added to existing stakes and 12 trimmed.

The largest buyer was BlackRock, adding an estimated $888K. The largest seller was AllianceBernstein, cutting an estimated $823K.

  • 62 institutional investors held Ponce Financial Group (PDLB) as of Q3 2024, up from 55 in Q2 2024.
  • Funds reported $132M of Ponce Financial Group stock for Q3 2024, up 32% quarter-over-quarter.
  • 10 funds opened new Ponce Financial Group positions in Q3 2024 and 3 closed out, a net change of +7 holders.
  • The largest Ponce Financial Group buyer in Q3 2024 was BlackRock, an estimated $888K added.
  • The largest Ponce Financial Group seller in Q3 2024 was AllianceBernstein, an estimated $823K sold.

Based on aggregated 13F filings for Q3 2024.