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Preferred Bank
PFBC

Overview Fund Activity

138 hedge funds and large institutions have $652M invested in Preferred Bank in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+10
Holders Change %
+7.81%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
55
Reduced
45
Closed
10
Calls
–
Puts
$217K
Net Calls
-$217K
Net Calls Change
-$217K

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$10.4M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$15.8M
3
CCI
3
Columbus Circle Investors
$5.31M
4
Millennium Management
4
Millennium Management
New York
$17.1M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$41.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$74.6M
2
RHCA
2
Rosenthal Henry Capital Advisors
Indiana
$0
3
NFA
3
Nationwide Fund Advisors
Ohio
$0
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$2.61M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$5.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$5.92M +$260K +4,425 +5%
CEP
27
Chicago Equity Partners
Illinois
$5.51M +$1M +17,090 +22%
Bank of America
28
Bank of America
North Carolina
$5.47M +$1.41M +24,023 +35%
CCI
29
Columbus Circle Investors
$5.31M +$5.31M +90,319 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$5.29M -$243K -4,138 -4%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$5.12M -$2.16M -36,808 -30%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$4.91M +$2.33M +38,584 +91%
Nordea Investment Management
33
Nordea Investment Management
Sweden
$4.6M +$682K +11,600 +17%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$4.45M -$31.7K -539 -0.7%
KCM
35
Kennedy Capital Management
Missouri
$4.42M -$1.38M -23,450 -24%
TAM
36
THB Asset Management
Connecticut
$3.93M +$150K +2,551 +4%
BCM
37
BHZ Capital Management
California
$3.57M -$295K -5,024 -8%
TCIM
38
TIAA CREF Investment Management
New York
$3.49M -$1.09M -18,471 -24%
EI
39
EAM Investors
California
$3.48M +$1.18M +20,137 +51%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$3.48M +$294K +5,000 +9%
PCM
41
Portolan Capital Management
Massachusetts
$3.28M +$1.19M +20,283 +57%
Morgan Stanley
42
Morgan Stanley
New York
$3.18M -$764K -13,001 -19%
Invesco
43
Invesco
Georgia
$3.02M +$90.4K +1,537 +3%
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$2.83M -$379K -6,456 -12%
Two Sigma Investments
45
Two Sigma Investments
New York
$2.76M -$325K -5,527 -11%
AQR Capital Management
46
AQR Capital Management
Connecticut
$2.61M -$2.18M -37,097 -46%
PAM
47
Panagora Asset Management
Massachusetts
$2.45M -$628K -10,677 -20%
Prudential Financial
48
Prudential Financial
New Jersey
$2.32M -$869K -14,760 -27%
Federated Hermes
49
Federated Hermes
Pennsylvania
$2.26M -$210K -3,566 -8%
3C
50
361 Capital
Colorado
$2.17M -$41.8K -712 -2%
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