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Preferred Bank
PFBC

Overview Fund Activity

177 hedge funds and large institutions have $787M invested in Preferred Bank in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 61 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+21
Holders Change %
+13.46%
% of All Funds
2.86%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
29
Increased
59
Reduced
61
Closed
6
Calls
$246K
Puts
$30K
Net Calls
+$216K
Net Calls Change
+$171K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$19.9M
2
Boston Partners
2
Boston Partners
Massachusetts
$36.9M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$9.73M
4
Morgan Stanley
4
Morgan Stanley
New York
$12.4M
5
OAM
5
Oberweis Asset Management
Illinois
$2.25M

Top Sellers

1
PI
1
Putnam Investments
Massachusetts
$508K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$64.5M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$34.2M
4
EC
4
EJF Capital
Virginia
$2.49M
5
State Street
5
State Street
Massachusetts
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$6.45M +$251K +3,357 +4%
Principal Financial Group
27
Principal Financial Group
Iowa
$6.41M -$182K -2,439 -3%
Two Sigma Investments
28
Two Sigma Investments
New York
$5.02M +$2.17M +29,091 +76%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$4.61M +$1.31M +17,600 +40%
Citadel Advisors
30
Citadel Advisors
Florida
$3.94M +$845K +11,322 +27%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$3.92M +$309K +4,139 +9%
ACA
32
Aptus Capital Advisors
Alabama
$3.89M +$412K +5,518 +12%
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$3.45M +$245K +3,282 +8%
PFM
34
Premier Fund Managers
United Kingdom
$3.28M – – –
RA
35
Royce & Associates
New York
$2.84M -$1.45M -19,483 -34%
Swiss National Bank
36
Swiss National Bank
Switzerland
$2.62M – – –
AIA
37
Avalon Investment & Advisory
Texas
$2.6M -$23.6K -316 -0.9%
EC
38
EJF Capital
Virginia
$2.49M -$4.01M -53,748 -62%
Legal & General Group
39
Legal & General Group
United Kingdom
$2.49M -$7.54K -101 -0.3%
AQR Capital Management
40
AQR Capital Management
Connecticut
$2.46M -$509K -6,817 -17%
CSS
41
Cubist Systematic Strategies
Connecticut
$2.39M +$2.04M +27,303 +572%
OAM
42
Oberweis Asset Management
Illinois
$2.25M +$2.25M +30,200 New
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$2.15M +$1.27K +17 +0.1%
Massachusetts Financial Services
44
Massachusetts Financial Services
Massachusetts
$1.94M +$41K +549 +2%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.79M -$70.7K -947 -4%
Federated Hermes
46
Federated Hermes
Pennsylvania
$1.77M +$10.7K +143 +0.6%
Bank of America
47
Bank of America
North Carolina
$1.71M +$417K +5,584 +32%
State of Tennessee, Department of Treasury
48
State of Tennessee, Department of Treasury
Tennessee
$1.67M -$69.8K -935 -4%
CS
49
Credit Suisse
Switzerland
$1.55M +$160K +2,144 +11%
ZIM
50
Zacks Investment Management
Illinois
$1.45M +$35.1K +471 +2%
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