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Preferred Bank
PFBC

Overview Fund Activity

131 hedge funds and large institutions have $530M invested in Preferred Bank in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+3
Holders Change %
+2.34%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
52
Reduced
49
Closed
10
Calls
$638K
Puts
$719K
Net Calls
-$81K
Net Calls Change
-$3.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$41.2M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$28.5M
3
Millennium Management
3
Millennium Management
New York
$8.66M
4
RCAMU
4
Rothschild & Co Asset Management US
Connecticut
$5.96M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$10.5M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$8.98M
2
EPCA
2
Elizabeth Park Capital Advisors
Ohio
$0
3
HIS
3
Horizon Investment Services
Indiana
$0
4
Prudential Financial
4
Prudential Financial
New Jersey
$1.78M
5
NI
5
Numeric Investors
Massachusetts
$638K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$4.46M +$2.46M +45,827 +123%
DCM
27
Driehaus Capital Management
Illinois
$4.38M -$2.64M -49,280 -38%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$4.2M +$785K +14,621 +23%
MAM
29
Martingale Asset Management
Massachusetts
$4.16M -$177K -3,300 -4%
Charles Schwab
30
Charles Schwab
California
$4.12M +$138K +2,565 +3%
TAM
31
THB Asset Management
Connecticut
$4.1M -$636K -11,850 -13%
Morgan Stanley
32
Morgan Stanley
New York
$4.03M +$406K +7,558 +11%
CEP
33
Chicago Equity Partners
Illinois
$3.93M +$430K +8,005 +12%
CAM
34
ClariVest Asset Management
California
$3.72M +$1.3M +24,232 +54%
EI
35
EAM Investors
California
$3.67M -$1.02M -18,976 -22%
Two Sigma Investments
36
Two Sigma Investments
New York
$3.61M +$1.11M +20,742 +45%
OSAM
37
O'Shaughnessy Asset Management
Connecticut
$3.59M +$2.73M +50,806 +315%
BA
38
Boston Advisors
Massachusetts
$3.59M -$128K -2,390 -3%
BCM
39
BHZ Capital Management
California
$3.59M -$16.5K -307 -0.5%
Nordea Investment Management
40
Nordea Investment Management
Sweden
$3.28M +$1.46M +27,200 +80%
NFA
41
Nationwide Fund Advisors
Ohio
$3.1M -$373K -6,950 -11%
BCM
42
Bridgeway Capital Management
Texas
$3.06M +$8.05K +150 +0.3%
PAM
43
Panagora Asset Management
Massachusetts
$2.95M +$852K +15,873 +41%
Bank of America
44
Bank of America
North Carolina
$2.91M +$1.33M +24,806 +84%
Arrowstreet Capital
45
Arrowstreet Capital
Massachusetts
$2.78M +$2.78M +51,749 New
Invesco
46
Invesco
Georgia
$2.76M +$1.91M +35,664 +226%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$2.68M -$1.46M -27,162 -35%
Ameriprise
48
Ameriprise
Minnesota
$2.43M -$112K -2,093 -4%
Federated Hermes
49
Federated Hermes
Pennsylvania
$2.27M +$978K +18,224 +76%
HAI
50
Hennessy Advisors Inc
California
$2.15M +$2.15M +40,000 New
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