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Preferred Bank
PFBC

Overview Fund Activity

134 hedge funds and large institutions have $707M invested in Preferred Bank in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
-2
Holders Change %
-1.47%
% of All Funds
2.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
52
Reduced
50
Closed
13
Calls
$288K
Puts
–
Net Calls
+$288K
Net Calls Change
-$16K

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$20.9M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$6.85M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$8.15M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$4.85M
5
Invesco
5
Invesco
Georgia
$4.61M

Top Sellers

1
PFC
1
Phocas Financial Corp
California
$9.82M
2
Boston Partners
2
Boston Partners
Massachusetts
$18.7M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$47.8M
4
CEP
4
Chicago Equity Partners
Illinois
$378K
5
MSL
5
Mackay Shields LLC
New York
$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
26
AllianceBernstein
Tennessee
$4.94M +$3K +50 +0.1%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$4.85M +$2.56M +42,583 +112%
Invesco
28
Invesco
Georgia
$4.61M +$2.36M +39,299 +105%
Morgan Stanley
29
Morgan Stanley
New York
$4.07M +$1.14M +18,993 +39%
Wells Fargo
30
Wells Fargo
California
$4.04M -$436K -7,258 -10%
PI
31
Putnam Investments
Massachusetts
$3.75M +$232K +3,860 +7%
Prudential Financial
32
Prudential Financial
New Jersey
$3.57M -$255K -4,241 -7%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$3.3M +$113K +1,876 +4%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$3.17M +$90.4K +1,504 +3%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$3.1M -$434K -7,222 -12%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$3.05M +$1.89M +31,476 +164%
Victory Capital Management
37
Victory Capital Management
Texas
$2.95M +$595K +9,903 +25%
EVM
38
Eaton Vance Management
Massachusetts
$2.48M +$240 +4 +0%
CCM
39
Cadence Capital Management
Massachusetts
$2.46M -$433K -7,201 -15%
CIA
40
Capital Impact Advisors
Massachusetts
$2.23M -$103K -1,715 -4%
Legal & General Group
41
Legal & General Group
United Kingdom
$2.17M +$105K +1,739 +5%
Acadian Asset Management
42
Acadian Asset Management
Massachusetts
$2.07M +$812K +13,523 +65%
MSL
43
Mackay Shields LLC
New York
$1.98M -$2.1M -35,000 -51%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.83M -$306K -5,100 -14%
Allianz Asset Management
45
Allianz Asset Management
Germany
$1.79M +$51K +848 +3%
Swiss National Bank
46
Swiss National Bank
Switzerland
$1.75M +$42.1K +700 +2%
RJA
47
Raymond James & Associates
Florida
$1.73M +$1.23M +20,468 +247%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$1.68M -$12.2K -203 -0.7%
Macquarie Group
49
Macquarie Group
Australia
$1.57M – – –
JG
50
Jefferies Group
New York
$1.5M +$1.5M +25,000 New
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