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Preferred Bank

163 hedge funds and large institutions have $828M invested in Preferred Bank in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 44 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more funds holding

Funds holding: 145163 (+18)

1.05% more ownership

Funds ownership: 73.96%75.01% (+1%)

5% more capital invested

Capital invested by funds: $791M → $828M (+$36.9M)

29% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 62

Holders
163
Holders Change
+18
Holders Change %
+12.41%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
29
Increased
44
Reduced
62
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$6.34M -$105K -1,351 -2%
Hotchkis & Wiley Capital Management
27
Hotchkis & Wiley Capital Management
California
$6.33M -$450K -5,805 -6%
Ameriprise
28
Ameriprise
Minnesota
$6.27M -$5.57M -71,905 -46%
PI
29
Putnam Investments
Massachusetts
$5.41M +$485K +6,265 +9%
LSV Asset Management
30
LSV Asset Management
Illinois
$5.39M -$2.99M -38,579 -35%
RA
31
Royce & Associates
New York
$4.39M -$2.53M -32,682 -36%
Norges Bank
32
Norges Bank
Norway
$4.16M
BCM
33
Bridgeway Capital Management
Texas
$4.15M
Two Sigma Investments
34
Two Sigma Investments
New York
$3.9M +$420K +5,422 +11%
PPA
35
Parametric Portfolio Associates
Washington
$3.44M +$1.46M +18,830 +68%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$3.33M +$418K +5,400 +14%
PFM
37
Premier Fund Managers
United Kingdom
$3.24M
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$3.18M -$204K -2,633 -6%
ACA
39
Aptus Capital Advisors
Alabama
$3.15M +$251K +3,236 +8%
EVM
40
Eaton Vance Management
Massachusetts
$3.08M
AIA
41
Avalon Investment & Advisory
Texas
$2.87M +$3M +38,680 New
Bank of America
42
Bank of America
North Carolina
$2.74M -$1.01M -13,020 -26%
Citadel Advisors
43
Citadel Advisors
Florida
$2.62M +$2.08M +26,864 +315%
Swiss National Bank
44
Swiss National Bank
Switzerland
$2.62M +$194K +2,500 +8%
Legal & General Group
45
Legal & General Group
United Kingdom
$2.45M -$55.5K -717 -2%
Jacobs Levy Equity Management
46
Jacobs Levy Equity Management
New Jersey
$2.36M -$477K -6,155 -16%
Barclays
47
Barclays
United Kingdom
$2.14M -$72K -930 -3%
First Trust Advisors
48
First Trust Advisors
Illinois
$2.1M -$63.2K -816 -3%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$2.07M -$16.8K -217 -0.8%
American Century Companies
50
American Century Companies
Missouri
$2.04M -$81.4K -1,051 -4%

PFBC Hedge Fund Activity: Q1 2022 in Review

163 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Preferred Bank (PFBC) for Q1 2022, worth a combined $828M — up 4.7% from $791M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PFBC positions and 11 closed out — a net gain of 18 holders — while 44 added to existing stakes and 62 trimmed.

The largest buyer was Invesco, adding an estimated $8.06M. The largest seller was Ameriprise, cutting an estimated $5.57M.

  • 163 institutional investors held Preferred Bank (PFBC) as of Q1 2022, up from 145 in Q4 2021.
  • Funds reported $828M of Preferred Bank stock for Q1 2022, up 4.7% quarter-over-quarter.
  • 29 funds opened new Preferred Bank positions in Q1 2022 and 11 closed out, a net change of +18 holders.
  • The largest Preferred Bank buyer in Q1 2022 was Invesco, an estimated $8.06M added.
  • The largest Preferred Bank seller in Q1 2022 was Ameriprise, an estimated $5.57M sold.

Based on aggregated 13F filings for Q1 2022.