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PCB Bancorp
PCB

62 hedge funds and large institutions have $87.9M invested in PCB Bancorp in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

20% more capital invested

Capital invested by funds: $73.1M → $87.9M (+$14.9M)

3% more funds holding

Funds holding: 60 → 62 (+2)

0.47% more ownership

Funds ownership: 32.98% → 33.46% (+0.47%)

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
23
Reduced
18
Closed
4
Calls
$523K
Puts
–
Net Calls
+$523K
Net Calls Change
-$51K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.28M
2
BlackRock
BlackRock
New York
+$1.11M
3
Millennium Management
Millennium Management
New York
+$638K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$528K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$330K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.24M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$746K
3
BCM
Basswood Capital Management
New York
-$568K
4
RA
Royce & Associates
New York
-$255K
5
LSV Asset Management
LSV Asset Management
Illinois
-$145K
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Life
51
Canada Life
Manitoba, Canada
$18K -$1.37K -85 -8%
Legal & General Group
52
Legal & General Group
United Kingdom
$16.6K – – –
AIP
53
Ameritas Investment Partners
Nebraska
$16.1K – – –
A
54
AJOVista
Massachusetts
$15.2K +$13.3K +823 New
MLICM
55
Metropolitan Life Insurance Company (MetLife)
New York
$13.3K – – –
TRCT
56
Tower Research Capital (TRC)
New York
$12.3K -$15.9K -984 -60%
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$7.61K -$8.47K -524 -56%
CAL
58
Capital Advisors Ltd
Ohio
$4K – – –
GWS
59
Glassman Wealth Services
Virginia
$1.36K – – –
S
60
Sachetta
Massachusetts
$1.22K +$1.07K +66 New
C
61
Covestor
United Kingdom
$1K -$501 -31 -30%
Nisa Investment Advisors
62
Nisa Investment Advisors
Missouri
$571 – – –
Wellington Management Group
63
Wellington Management Group
Massachusetts
– -$2.24M -144,706 Closed
BCM
64
Basswood Capital Management
New York
– -$568K -36,788 Closed
RA
65
Royce & Associates
New York
– -$255K -16,476 Closed
Citadel Advisors
66
Citadel Advisors
Florida
– -$6.2K -401 Closed
1 2
3

PCB Hedge Fund Activity: Q4 2023 in Review

62 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PCB Bancorp (PCB) for Q4 2023, worth a combined $87.9M — up 20% from $73.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PCB positions and 4 closed out — a net gain of 2 holders — while 23 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.28M. The largest seller was Wellington Management Group, exiting entirely with an estimated $2.24M sold.

  • 62 institutional investors held PCB Bancorp (PCB) as of Q4 2023, up from 60 in Q3 2023.
  • Funds reported $87.9M of PCB Bancorp stock for Q4 2023, up 20% quarter-over-quarter.
  • 6 funds opened new PCB Bancorp positions in Q4 2023 and 4 closed out, a net change of +2 holders.
  • The largest PCB Bancorp buyer in Q4 2023 was Morgan Stanley, an estimated $1.28M added.
  • The largest PCB Bancorp seller in Q4 2023 was Wellington Management Group, an estimated $2.24M sold.

Based on aggregated 13F filings for Q4 2023.