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Preferred Bank
PFBC

Overview Fund Activity

127 hedge funds and large institutions have $736M invested in Preferred Bank in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
-2
Holders Change %
-1.55%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
44
Reduced
49
Closed
8
Calls
$1.21M
Puts
–
Net Calls
+$1.21M
Net Calls Change
+$1.21M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$10.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$59.9M
3
Bank of America
3
Bank of America
North Carolina
$3.21M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$1.74M
5
SG Americas Securities
5
SG Americas Securities
New York
$1.15M

Top Sellers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$0
2
State Street
2
State Street
Massachusetts
$38.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$5.07M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.69M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$4.85M +$142K +2,130 +3%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$4.37M – – –
PI
28
Putnam Investments
Massachusetts
$4.17M +$471K +7,060 +13%
BCM
29
Bridgeway Capital Management
Texas
$3.73M – – –
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$3.69M -$2.6M -38,995 -41%
Bank of America
31
Bank of America
North Carolina
$3.21M +$1.34M +20,104 +72%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$3.19M +$244K +3,659 +8%
State of New Jersey Common Pension Fund D
33
State of New Jersey Common Pension Fund D
New Jersey
$2.94M +$469K +7,029 +19%
PFM
34
Premier Fund Managers
United Kingdom
$2.92M – – –
American Century Companies
35
American Century Companies
Missouri
$2.78M +$360K +5,403 +15%
EVM
36
Eaton Vance Management
Massachusetts
$2.75M +$991 +15 +0%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$2.59M -$163K -2,438 -6%
Invesco
38
Invesco
Georgia
$2.41M -$93.8K -1,406 -4%
Swiss National Bank
39
Swiss National Bank
Switzerland
$2.19M – – –
Legal & General Group
40
Legal & General Group
United Kingdom
$2.18M +$219K +3,292 +11%
ACA
41
Aptus Capital Advisors
Alabama
$2.12M +$380K +5,696 +22%
Victory Capital Management
42
Victory Capital Management
Texas
$2.01M -$971K -14,570 -33%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$1.98M -$120K -1,803 -6%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.85M – – –
Two Sigma Investments
45
Two Sigma Investments
New York
$1.74M -$139K -2,091 -7%
First Trust Advisors
46
First Trust Advisors
Illinois
$1.74M +$1.21M +18,166 +230%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$1.61M +$20K +300 +1%
PPA
48
Parametric Portfolio Associates
Washington
$1.6M +$60.9K +914 +4%
Federated Hermes
49
Federated Hermes
Pennsylvania
$1.49M +$148K +2,220 +11%
Macquarie Group
50
Macquarie Group
Australia
$1.38M – – –
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