We are live on ! Find out more
PFBC icon

Preferred Bank

86 hedge funds and large institutions have $222M invested in Preferred Bank in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 39 increasing their positions, 26 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 26

11% more capital invested

Capital invested by funds: $200M → $222M (+$21.8M)

9% more funds holding

Funds holding: 7986 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
39
Reduced
26
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.47M -$424K -14,846 -23%
Charles Schwab
27
Charles Schwab
California
$1.45M -$217K -7,597 -14%
BIM
28
BlackRock Investment Management
Delaware
$1.35M +$179K +6,247 +16%
NFA
29
Nationwide Fund Advisors
Ohio
$1.33M -$49.8K -1,744 -4%
CCM
30
Cadence Capital Management
Massachusetts
$1.18M -$29K -1,015 -3%
Deutsche Bank
31
Deutsche Bank
Germany
$1.16M +$618K +21,627 +127%
MAM
32
Martingale Asset Management
Massachusetts
$1.12M
Citadel Advisors
33
Citadel Advisors
Florida
$1.09M +$972 +34 +0.1%
DRZID
34
DePrince Race & Zollo Inc (DRZ)
Florida
$1.02M +$71.5K +2,500 +8%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$941K -$229K -8,000 -20%
ZIM
36
Zacks Investment Management
Illinois
$905K +$40K +1,400 +5%
HIM
37
Hillsdale Investment Management
Ontario, Canada
$831K -$37.2K -1,300 -4%
AllianceBernstein
38
AllianceBernstein
Tennessee
$828K +$468K +16,383 +146%
Acadian Asset Management
39
Acadian Asset Management
Massachusetts
$801K +$37K +1,294 +5%
BFC
40
Banc Funds Company
Illinois
$739K
Two Sigma Investments
41
Two Sigma Investments
New York
$735K +$118K +4,136 +20%
BC
42
Burney Company
Virginia
$667K +$635K +22,200 New
PAM
43
Panagora Asset Management
Massachusetts
$650K
Two Sigma Advisers
44
Two Sigma Advisers
New York
$643K +$80K +2,800 +15%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$641K -$2.86K -100 -0.5%
Federated Hermes
46
Federated Hermes
Pennsylvania
$568K +$333K +11,641 +160%
CMANY
47
Capital Management Associates (New York)
New York
$556K
TA
48
Teachers Advisors
New York
$500K
MCM
49
MAI Capital Management
Ohio
$490K
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$464K -$37.4K -1,310 -8%

PFBC Hedge Fund Activity: Q2 2015 in Review

86 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Preferred Bank (PFBC) for Q2 2015, worth a combined $222M — up 11% from $200M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PFBC positions and 2 closed out — a net gain of 7 holders — while 39 added to existing stakes and 26 trimmed.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $1.93M. The largest seller was Basswood Capital Management, cutting an estimated $2.76M.

  • 86 institutional investors held Preferred Bank (PFBC) as of Q2 2015, up from 79 in Q1 2015.
  • Funds reported $222M of Preferred Bank stock for Q2 2015, up 11% quarter-over-quarter.
  • 9 funds opened new Preferred Bank positions in Q2 2015 and 2 closed out, a net change of +7 holders.
  • The largest Preferred Bank buyer in Q2 2015 was Allianz Asset Management, an estimated $1.93M added.
  • The largest Preferred Bank seller in Q2 2015 was Basswood Capital Management, an estimated $2.76M sold.

Based on aggregated 13F filings for Q2 2015.