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Preferred Bank
PFBC

Overview Fund Activity

119 hedge funds and large institutions have $399M invested in Preferred Bank in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-15
Holders Change %
-11.19%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
46
Reduced
39
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.69M
2
Principal Financial Group
Principal Financial Group
Iowa
+$7.89M
3
Invesco
Invesco
Georgia
+$7.26M
4
PFC
Phocas Financial Corp
California
+$5.08M
5
Victory Capital Management
Victory Capital Management
Texas
+$1.91M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$3.82M
2
PI
Putnam Investments
Massachusetts
-$3.75M
3
SCA
Stieven Capital Advisors
Missouri
-$3.69M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$3.3M
5
BlackRock
BlackRock
New York
-$3.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$2.91M +$46.8K +1,384 +2%
Bank of America
27
Bank of America
North Carolina
$2.82M -$178K -5,253 -6%
AllianceBernstein
28
AllianceBernstein
Tennessee
$2.78M – – –
Morgan Stanley
29
Morgan Stanley
New York
$2.63M +$337K +9,964 +15%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$2.52M +$808K +23,893 +47%
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$2.35M +$1.18M +35,004 +102%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$1.78M -$541 -16 -0%
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$1.68M +$1.68M +49,627 New
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$1.56M -$182K -5,397 -10%
EVM
35
Eaton Vance Management
Massachusetts
$1.4M +$1.96K +58 +0.1%
RJA
36
Raymond James & Associates
Florida
$1.36M +$388K +11,464 +40%
CIA
37
Capital Impact Advisors
Massachusetts
$1.33M +$67.3K +1,989 +5%
CCM
38
Cadence Capital Management
Massachusetts
$1.32M -$68.7K -2,032 -5%
Legal & General Group
39
Legal & General Group
United Kingdom
$1.21M -$14.7K -434 -1%
Wells Fargo
40
Wells Fargo
California
$1.19M -$1.09M -32,135 -48%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$1.04M -$1.7M -50,167 -62%
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.03M – – –
Prudential Financial
43
Prudential Financial
New Jersey
$1M -$1M -29,681 -50%
Swiss National Bank
44
Swiss National Bank
Switzerland
$987K – – –
Allianz Asset Management
45
Allianz Asset Management
Germany
$946K -$63K -1,863 -6%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$937K -$5.75K -170 -0.6%
AQR Capital Management
47
AQR Capital Management
Connecticut
$927K +$646K +19,124 +230%
PPA
48
Parametric Portfolio Associates
Washington
$907K +$84.6K +2,500 +10%
Macquarie Group
49
Macquarie Group
Australia
$886K – – –
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$752K -$48.7K -1,438 -6%
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