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Preferred Bank
PFBC

Overview Fund Activity

118 hedge funds and large institutions have $369M invested in Preferred Bank in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
34
Reduced
54
Closed
16
Calls
$321K
Puts
$857K
Net Calls
-$536K
Net Calls Change
+$381K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$22.1M
2
BCM
2
Bridgeway Capital Management
Texas
$1.8M
3
ZIM
3
Zacks Investment Management
Illinois
$749K
4
Goldman Sachs
4
Goldman Sachs
New York
$5.43M
5
PFC
5
Phocas Financial Corp
California
$5.14M

Top Sellers

1
WG
1
Winton Group
United Kingdom
$280K
2
BlackRock
2
BlackRock
New York
$65.6M
3
CCM
3
Cadence Capital Management
Massachusetts
$0
4
RC
4
Roubaix Capital
Colorado
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$2.45M -$110K -3,420 -4%
Bank of America
27
Bank of America
North Carolina
$2.38M -$1.32K -41 -0.1%
Acadian Asset Management
28
Acadian Asset Management
Massachusetts
$2.14M -$311K -9,669 -13%
Victory Capital Management
29
Victory Capital Management
Texas
$1.98M -$3.24K -101 -0.2%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$1.81M -$457K -14,223 -20%
BCM
31
Bridgeway Capital Management
Texas
$1.8M +$1.8M +56,000 New
Invesco
32
Invesco
Georgia
$1.7M -$151K -4,707 -8%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$1.65M +$3.76K +117 +0.2%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$1.47M -$130K -4,009 -8%
Wells Fargo
35
Wells Fargo
California
$1.42M -$42.1K -1,312 -3%
PFM
36
Premier Fund Managers
United Kingdom
$1.41M +$130K +4,000 +10%
MSL
37
Mackay Shields LLC
New York
$1.35M +$154K +4,800 +13%
EVM
38
Eaton Vance Management
Massachusetts
$1.33M +$353 +11 +0%
RJA
39
Raymond James & Associates
Florida
$1.28M -$34.2K -1,064 -3%
Legal & General Group
40
Legal & General Group
United Kingdom
$1.24M +$12.2K +381 +1%
Swiss National Bank
41
Swiss National Bank
Switzerland
$1.07M – – –
First Trust Advisors
42
First Trust Advisors
Illinois
$1.02M +$221K +6,887 +28%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$1.01M +$28.9K +900 +3%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$979K – – –
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$940K +$50.7K +1,579 +6%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$913K -$145K -4,516 -14%
CIA
47
Capital Impact Advisors
Massachusetts
$886K -$234K -7,300 -21%
Macquarie Group
48
Macquarie Group
Australia
$850K – – –
CS
49
Credit Suisse
Switzerland
$759K +$55.7K +1,734 +8%
ZIM
50
Zacks Investment Management
Illinois
$749K +$749K +23,327 New
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