Ponce Financial Group
PDLB
68 hedge funds and large institutions have $150M invested in Ponce Financial Group in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
63% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 16
13% more capital invested
Capital invested by funds: $132M → $150M (+$17.5M)
10% more funds holding
Funds holding: 62 → 68 (+6)
0.82% more ownership
Funds ownership: 47.45% → 48.27% (+0.82%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$834K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$553K |
| 3 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$504K |
| 4 |
JP Morgan Chase
New York
|
+$424K |
| 5 |
Goldman Sachs
New York
|
+$360K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$1.01M |
| 2 |
WIM
Wittenberg Investment Management
Carlisle,
Massachusetts
|
-$504K |
| 3 |
Millennium Management
New York
|
-$230K |
| 4 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
-$188K |
| 5 |
Morgan Stanley
New York
|
-$157K |
PDLB Hedge Fund Activity: Q4 2024 in Review
68 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Ponce Financial Group (PDLB) for Q4 2024, worth a combined $150M — up 13% from $132M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PDLB positions and 6 closed out — a net gain of 6 holders — while 26 added to existing stakes and 16 trimmed.
The largest buyer was Fourthstone LLC, opening a new position worth an estimated $834K. The largest seller was T. Rowe Price Investment Management, cutting an estimated $1.01M.
- 68 institutional investors held Ponce Financial Group (PDLB) as of Q4 2024, up from 62 in Q3 2024.
- Funds reported $150M of Ponce Financial Group stock for Q4 2024, up 13% quarter-over-quarter.
- 12 funds opened new Ponce Financial Group positions in Q4 2024 and 6 closed out, a net change of +6 holders.
- The largest Ponce Financial Group buyer in Q4 2024 was Fourthstone LLC, an estimated $834K added.
- The largest Ponce Financial Group seller in Q4 2024 was T. Rowe Price Investment Management, an estimated $1.01M sold.
Based on aggregated 13F filings for Q4 2024.