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Preferred Bank
PFBC

Overview Fund Activity

139 hedge funds and large institutions have $716M invested in Preferred Bank in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-5
Holders Change %
-3.47%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
61
Reduced
46
Closed
17
Calls
–
Puts
$338K
Net Calls
-$338K
Net Calls Change
-$646K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.9M
2
BlackRock
BlackRock
New York
+$9.88M
3
Millennium Management
Millennium Management
New York
+$8.34M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.5M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.5M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$6.83M
3
EI
EAM Investors
California
-$4.02M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$3.37M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
26
Kennedy Capital Management
Missouri
$5.68M +$1.45M +23,522 +34%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$5.55M -$165K -2,680 -3%
CAM
28
ClariVest Asset Management
California
$5.46M -$67.8K -1,103 -1%
CCI
29
Columbus Circle Investors
$5.04M -$492K -7,997 -9%
Charles Schwab
30
Charles Schwab
California
$5.03M -$124K -2,011 -2%
Invesco
31
Invesco
Georgia
$4.97M +$1.78M +28,895 +56%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$4.94M -$12.5M -203,855 -72%
PCM
33
Portolan Capital Management
Massachusetts
$4.9M +$1.49M +24,279 +44%
CEP
34
Chicago Equity Partners
Illinois
$4.88M -$887K -14,433 -15%
TAM
35
THB Asset Management
Connecticut
$4.64M +$462K +7,520 +11%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$3.78M -$49.2K -800 -1%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$3.72M +$30.7K +500 +0.8%
TCIM
38
TIAA CREF Investment Management
New York
$3.71M -$61 -1 -0%
BCM
39
BHZ Capital Management
California
$3.61M -$120K -1,948 -3%
Two Sigma Investments
40
Two Sigma Investments
New York
$3.41M -$662K -10,773 -16%
Prudential Financial
41
Prudential Financial
New Jersey
$3.36M -$1.09M -17,800 -25%
Jacobs Levy Equity Management
42
Jacobs Levy Equity Management
New Jersey
$2.71M +$1.78M +29,005 +192%
Wells Fargo
43
Wells Fargo
California
$2.68M +$757K +12,313 +39%
Goldman Sachs
44
Goldman Sachs
New York
$2.52M +$201K +3,264 +9%
TA
45
Teachers Advisors
New York
$2.32M +$139K +2,259 +6%
OCG
46
Opus Capital Group
Ohio
$2.25M +$2.25M +36,675 New
SCA
47
Secor Capital Advisors
New York
$2.2M +$325K +5,300 +17%
SFM
48
Systematic Financial Management
New Jersey
$2.15M -$48.2K -785 -2%
Citadel Advisors
49
Citadel Advisors
Florida
$2.1M +$1.32M +21,507 +170%
USAA
50
United Services Automobile Association
Texas
$2.01M +$768K +12,500 +62%
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