PFBC icon

Preferred Bank
PFBC

Overview Fund Activity

126 hedge funds and large institutions have $555M invested in Preferred Bank in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 32 reducing their positions, and 19 closing their positions.

Holders
126
Holders Change
-5
Holders Change %
-3.82%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
64
Reduced
32
Closed
19
Calls
$813K
Puts
$257K
Net Calls
+$556K
Net Calls Change
+$637K

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$8.84M
2
PFC
2
Phocas Financial Corp
California
$8.62M
3
State Street
3
State Street
Massachusetts
$20.8M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$34.6M
5
Ameriprise
5
Ameriprise
Minnesota
$7.49M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$6.63M
2
EI
2
EAM Investors
California
$0
3
BA
3
Boston Advisors
Massachusetts
$0
4
BCM
4
Bridgeway Capital Management
Texas
$0
5
Millennium Management
5
Millennium Management
New York
$5.95M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$5.25M 98,296 -4,630 -4%
Morgan Stanley
27
Morgan Stanley
New York
$5.01M 93,645 +18,512 +25%
Allianz Asset Management
28
Allianz Asset Management
Germany
$4.89M 90,931 +5,913 +7%
DCM
29
Driehaus Capital Management
Illinois
$4.67M 87,248 +5,549 +7%
TCIM
30
TIAA CREF Investment Management
New York
$4.54M 84,807 -12,101 -12%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$4.36M 81,459 -1,672 -2%
MAM
32
Martingale Asset Management
Massachusetts
$4.15M 77,521 +100 +0.1%
Charles Schwab
33
Charles Schwab
California
$4.12M 77,103 +285 +0.4%
PI
34
Putnam Investments
Massachusetts
$4.08M 76,300 -27,600 -27%
TAM
35
THB Asset Management
Connecticut
$3.96M 74,005 -2,493 -3%
BCM
36
BHZ Capital Management
California
$3.78M 70,702 +3,830 +6%
OSAM
37
O'Shaughnessy Asset Management
Connecticut
$3.75M 70,132 +3,192 +5%
CEP
38
Chicago Equity Partners
Illinois
$3.71M 69,320 -3,846 -5%
CAM
39
ClariVest Asset Management
California
$3.58M 67,011 -2,291 -3%
Bank of America
40
Bank of America
North Carolina
$3.3M 61,756 +7,566 +14%
Two Sigma Investments
41
Two Sigma Investments
New York
$3.15M 58,933 -8,271 -12%
Nordea Investment Management
42
Nordea Investment Management
Sweden
$3.14M 58,800 -2,269 -4%
PAM
43
Panagora Asset Management
Massachusetts
$3.01M 56,294 +1,251 +2%
NFA
44
Nationwide Fund Advisors
Ohio
$3M 56,053 -1,728 -3%
Prudential Financial
45
Prudential Financial
New Jersey
$2.84M 53,030 +19,920 +60%
Invesco
46
Invesco
Georgia
$2.77M 51,839 +402 +0.8%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$2.64M 49,411 +16,857 +52%
Deutsche Bank
48
Deutsche Bank
Germany
$2.5M 46,859 +21,991 +88%
Federated Hermes
49
Federated Hermes
Pennsylvania
$2.3M 43,082 +849 +2%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$2.3M 42,953 -6,992 -14%
1
2
3 4 5