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Preferred Bank
PFBC

Overview Fund Activity

195 hedge funds and large institutions have $783M invested in Preferred Bank in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 73 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+9
Holders Change %
+4.84%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
73
Reduced
72
Closed
16
Calls
$240K
Puts
$58K
Net Calls
+$182K
Net Calls Change
-$254K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$13.9M
3
SGCIA
3
Smith Graham & Co Investment Advisors
Texas
$6.52M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$38.7M
5
American Century Companies
5
American Century Companies
Missouri
$11.9M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$63.5M
2
BlackRock
2
BlackRock
New York
$97M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$366K
4
Invesco
4
Invesco
Georgia
$3.79M
5
Boston Partners
5
Boston Partners
Massachusetts
$34M
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
26
AQR Capital Management
Connecticut
$6M +$935K +12,799 +18%
Ameriprise
27
Ameriprise
Minnesota
$5.33M +$222K +3,045 +4%
Principal Financial Group
28
Principal Financial Group
Iowa
$5.22M -$285K -3,898 -5%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$5.03M +$308K +4,218 +7%
BCM
30
Bridgeway Capital Management
Texas
$4.3M +$1.77M +24,182 +70%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$3.91M -$105K -1,439 -3%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$3.83M +$110K +1,500 +3%
Invesco
33
Invesco
Georgia
$3.79M -$2.76M -37,784 -42%
AG
34
Algert Global
California
$3.46M +$2.19M +30,040 +173%
Two Sigma Investments
35
Two Sigma Investments
New York
$3.28M +$362K +4,953 +12%
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$2.99M -$309K -4,234 -9%
EF
37
Empowered Funds
Pennsylvania
$2.78M +$245K +3,349 +10%
Bank of America
38
Bank of America
North Carolina
$2.56M +$985K +13,483 +62%
Legal & General Group
39
Legal & General Group
United Kingdom
$2.53M -$90.5K -1,239 -3%
CSS
40
Cubist Systematic Strategies
Connecticut
$2.43M +$2.43M +33,224 New
Barclays
41
Barclays
United Kingdom
$2.37M +$527K +7,214 +29%
Jacobs Levy Equity Management
42
Jacobs Levy Equity Management
New Jersey
$2.3M +$5.33K +73 +0.2%
Citadel Advisors
43
Citadel Advisors
Florida
$2.27M +$1.48M +20,246 +188%
Federated Hermes
44
Federated Hermes
Pennsylvania
$2.19M +$16.5K +226 +0.8%
RA
45
Royce & Associates
New York
$2.07M +$556K +7,606 +37%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$2.01M +$2.01M +27,515 New
Swiss National Bank
47
Swiss National Bank
Switzerland
$1.97M -$241K -3,300 -11%
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.89M +$713K +9,767 +60%
Victory Capital Management
49
Victory Capital Management
Texas
$1.82M +$587K +8,036 +48%
CS
50
Credit Suisse
Switzerland
$1.8M +$105K +1,433 +6%
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