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Preferred Bank
PFBC

Overview Fund Activity

136 hedge funds and large institutions have $609M invested in Preferred Bank in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-1
Holders Change %
-0.73%
% of All Funds
2.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
50
Reduced
49
Closed
13
Calls
$304K
Puts
–
Net Calls
+$304K
Net Calls Change
+$304K

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.94M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$2.78M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$2.53M
4
EVM
Eaton Vance Management
Massachusetts
+$2.16M
5
Victory Capital Management
Victory Capital Management
Texas
+$2.06M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$4.79M
2
Marshall Wace
Marshall Wace
United Kingdom
-$4.31M
3
Millennium Management
Millennium Management
New York
-$3.55M
4
MCM
Maltese Capital Management
New York
-$2.72M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$2.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$3.91M -$937K -17,882 -19%
MSL
27
Mackay Shields LLC
New York
$3.56M +$1.14M +21,700 +47%
Prudential Financial
28
Prudential Financial
New Jersey
$3.33M +$455K +8,693 +16%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$3.13M +$2.94M +56,136 +1,561%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$3.08M -$196K -3,744 -6%
PI
31
Putnam Investments
Massachusetts
$3.07M -$129K -2,460 -4%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$2.78M +$2.78M +53,042 New
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$2.68M +$487K +9,294 +22%
CEP
34
Chicago Equity Partners
Illinois
$2.61M +$866K +16,534 +50%
Morgan Stanley
35
Morgan Stanley
New York
$2.55M -$773K -14,749 -23%
CCM
36
Cadence Capital Management
Massachusetts
$2.53M +$5.03K +96 +0.2%
EVM
37
Eaton Vance Management
Massachusetts
$2.16M +$2.16M +41,287 New
Victory Capital Management
38
Victory Capital Management
Texas
$2.06M +$2.06M +39,245 New
CIA
39
Capital Impact Advisors
Massachusetts
$2.05M – – –
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$2M +$444K +8,483 +29%
Invesco
41
Invesco
Georgia
$1.96M -$1.29M -24,632 -40%
Citadel Advisors
42
Citadel Advisors
Florida
$1.92M +$299K +5,709 +19%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.86M +$251K +4,792 +16%
Legal & General Group
44
Legal & General Group
United Kingdom
$1.8M +$75.6K +1,443 +4%
First Trust Advisors
45
First Trust Advisors
Illinois
$1.77M +$1.19M +22,678 +205%
OAM
46
Oxford Asset Management
United Kingdom
$1.68M +$544K +10,387 +48%
Allianz Asset Management
47
Allianz Asset Management
Germany
$1.52M -$2.34M -44,741 -61%
Swiss National Bank
48
Swiss National Bank
Switzerland
$1.49M – – –
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$1.47M -$272K -5,193 -16%
Macquarie Group
50
Macquarie Group
Australia
$1.37M – – –
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