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Preferred Bank
PFBC

Overview Fund Activity

174 hedge funds and large institutions have $612M invested in Preferred Bank in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-3
Holders Change %
-1.69%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
22
Increased
66
Reduced
66
Closed
24
Calls
$54K
Puts
$27K
Net Calls
+$27K
Net Calls Change
-$189K

Top Buyers

1
State Street
1
State Street
Massachusetts
$33.3M
2
Millennium Management
2
Millennium Management
New York
$18.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$10.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$50.8M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2.72M

Top Sellers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.51M
3
AIA
3
Avalon Investment & Advisory
Texas
$0
4
EC
4
EJF Capital
Virginia
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$4.51M -$2.77M -50,463 -38%
American Century Companies
27
American Century Companies
Missouri
$4.18M -$508K -9,462 -11%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$3.47M +$87.7K +1,600 +3%
ACA
29
Aptus Capital Advisors
Alabama
$3.24M +$377K +6,872 +13%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$2.98M +$102K +1,869 +4%
Two Sigma Investments
31
Two Sigma Investments
New York
$2.91M -$783K -14,278 -21%
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$2.91M +$370K +6,743 +15%
OAM
33
Oberweis Asset Management
Illinois
$2.82M +$1.17M +21,300 +71%
AQR Capital Management
34
AQR Capital Management
Connecticut
$2.74M +$936K +17,074 +52%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$2.72M +$2.1M +38,371 +343%
Legal & General Group
36
Legal & General Group
United Kingdom
$1.82M -$10.6K -194 -0.6%
CSS
37
Cubist Systematic Strategies
Connecticut
$1.74M -$20.9K -381 -1%
Swiss National Bank
38
Swiss National Bank
Switzerland
$1.73M -$192K -3,500 -10%
Federated Hermes
39
Federated Hermes
Pennsylvania
$1.69M +$391K +7,135 +30%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$1.56M -$16.2K -295 -1%
PFM
41
Premier Fund Managers
United Kingdom
$1.39M -$943K -17,528 -40%
Massachusetts Financial Services
42
Massachusetts Financial Services
Massachusetts
$1.39M -$39.1K -714 -3%
Bank of America
43
Bank of America
North Carolina
$1.33M +$71.6K +1,307 +6%
Citadel Advisors
44
Citadel Advisors
Florida
$1.32M -$1.58M -28,807 -55%
First Trust Advisors
45
First Trust Advisors
Illinois
$1.31M +$655K +11,954 +101%
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.27M -$43.8K -799 -3%
Aviva
47
Aviva
United Kingdom
$1.27M +$524K +9,556 +70%
VRS
48
Virginia Retirement Systems
Virginia
$1.21M +$323K +5,900 +37%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$1.18M +$400K +7,282 +51%
CS
50
Credit Suisse
Switzerland
$1.14M +$164 +3 +0%
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