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Preferred Bank

61 hedge funds and large institutions have $104M invested in Preferred Bank in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

73% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 15

22% more funds holding

Funds holding: 5061 (+11)

9% more capital invested

Capital invested by funds: $94.8M → $104M (+$8.95M)

Holders
61
Holders Change
+11
Holders Change %
+22%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
26
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
26
Panagora Asset Management
Massachusetts
$461K +$102K +6,042 +30%
MAM
27
Martingale Asset Management
Massachusetts
$429K +$118K +6,955 +41%
Citadel Advisors
28
Citadel Advisors
Florida
$385K +$366K +21,599 New
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$372K +$10.2K +600 +3%
SO
30
STRS Ohio
Ohio
$349K
Morgan Stanley
31
Morgan Stanley
New York
$343K +$326K +19,272 New
Two Sigma Advisers
32
Two Sigma Advisers
New York
$323K +$308K +18,200 New
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$290K -$1.68K -99 -0.6%
Charles Schwab
34
Charles Schwab
California
$289K
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$287K -$69.5K -4,109 -20%
Two Sigma Investments
36
Two Sigma Investments
New York
$274K +$26.6K +1,572 +11%
TA
37
Teachers Advisors
New York
$261K
CCMH
38
Cornerstone Capital Management Holdings
New York
$231K +$196K +11,600 +829%
GCP
39
GSA Capital Partners
United Kingdom
$220K +$11.8K +700 +6%
RFC
40
Russell Frank Company
Washington
$216K +$204K +12,076 +17,008%
Invesco
41
Invesco
Georgia
$214K -$42.7K -2,520 -17%
Prudential Financial
42
Prudential Financial
New Jersey
$213K +$203K +12,000 New
HIM
43
Hillsdale Investment Management
Ontario, Canada
$198K +$189K +11,156 New
MLICM
44
Metropolitan Life Insurance Company (MetLife)
New York
$190K
AIG
45
American International Group
New York
$139K -$4.6K -272 -3%
BA
46
BlackRock Advisors
Delaware
$137K +$4.28K +253 +3%
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
$120K +$114K +6,745 New
Credit Agricole
48
Credit Agricole
France
$95K +$90.3K +5,335 New
Federated Hermes
49
Federated Hermes
Pennsylvania
$57K +$54.2K +3,202 New
Citigroup
50
Citigroup
New York
$54K -$56.2K -3,319 -52%

PFBC Hedge Fund Activity: Q3 2013 in Review

61 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Preferred Bank (PFBC) for Q3 2013, worth a combined $104M — up 9.4% from $94.8M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PFBC positions and 2 closed out — a net gain of 11 holders — while 26 added to existing stakes and 15 trimmed.

The largest buyer was Basswood Capital Management, adding an estimated $1.02M. The largest seller was Maltese Capital Management, cutting an estimated $2.5M.

  • 61 institutional investors held Preferred Bank (PFBC) as of Q3 2013, up from 50 in Q2 2013.
  • Funds reported $104M of Preferred Bank stock for Q3 2013, up 9.4% quarter-over-quarter.
  • 13 funds opened new Preferred Bank positions in Q3 2013 and 2 closed out, a net change of +11 holders.
  • The largest Preferred Bank buyer in Q3 2013 was Basswood Capital Management, an estimated $1.02M added.
  • The largest Preferred Bank seller in Q3 2013 was Maltese Capital Management, an estimated $2.5M sold.

Based on aggregated 13F filings for Q3 2013.