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Preferred Bank
PFBC

Overview Fund Activity

186 hedge funds and large institutions have $650M invested in Preferred Bank in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 59 increasing their positions, 70 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+18
Holders Change %
+10.71%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
59
Reduced
70
Closed
13
Calls
$486K
Puts
$50K
Net Calls
+$436K
Net Calls Change
+$679K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$15.1M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$28.9M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$40.9M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$4.31M
5
OAM
5
Oberweis Asset Management
Illinois
$5.14M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.45M
2
Goldman Sachs
2
Goldman Sachs
New York
$7.61M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$8.03M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.41M
5
Invesco
5
Invesco
Georgia
$5.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$4.45M -$24.1M -387,443 -84%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$4.41M -$2.64M -42,353 -37%
Ameriprise
28
Ameriprise
Minnesota
$4.36M -$82.4K -1,324 -2%
AQR Capital Management
29
AQR Capital Management
Connecticut
$4.31M +$1.69M +27,162 +64%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$4.03M +$820K +13,164 +26%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$3.42M +$72.3K +1,161 +2%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$3.17M -$878K -14,100 -22%
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$2.81M +$1.52M +24,445 +118%
Two Sigma Investments
34
Two Sigma Investments
New York
$2.49M -$22.3K -359 -0.9%
Legal & General Group
35
Legal & General Group
United Kingdom
$2.23M -$86.6K -1,391 -4%
EF
36
Empowered Funds
Pennsylvania
$2.16M +$177K +2,844 +9%
BCM
37
Bridgeway Capital Management
Texas
$2.16M +$177K +2,844 +9%
Jacobs Levy Equity Management
38
Jacobs Levy Equity Management
New Jersey
$1.96M +$1.58M +25,372 +417%
Swiss National Bank
39
Swiss National Bank
Switzerland
$1.89M – – –
Federated Hermes
40
Federated Hermes
Pennsylvania
$1.85M -$56.3K -905 -3%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$1.77M -$112K -1,795 -6%
VRS
42
Virginia Retirement Systems
Virginia
$1.57M -$392K -6,300 -20%
Barclays
43
Barclays
United Kingdom
$1.57M +$61.6K +990 +4%
Massachusetts Financial Services
44
Massachusetts Financial Services
Massachusetts
$1.48M -$56.8K -912 -4%
CS
45
Credit Suisse
Switzerland
$1.44M +$24.7K +396 +2%
State of Tennessee, Department of Treasury
46
State of Tennessee, Department of Treasury
Tennessee
$1.41M -$173K -2,778 -11%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$1.4M +$9.53K +153 +0.7%
Bank of America
48
Bank of America
North Carolina
$1.34M +$37.5K +602 +3%
ZIM
49
Zacks Investment Management
Illinois
$1.31M +$50.5K +812 +4%
RA
50
Royce & Associates
New York
$1.29M +$219K +3,515 +20%
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