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Preferred Bank
PFBC

Overview Fund Activity

195 hedge funds and large institutions have $812M invested in Preferred Bank in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 85 reducing their positions, and 19 closing their positions.

Holders
195
Holders Change
–
Holders Change %
0%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
56
Reduced
85
Closed
19
Calls
$77K
Puts
$430K
Net Calls
-$353K
Net Calls Change
-$535K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$31.2M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$82.5M
3
DIA
3
Dana Investment Advisors
Wisconsin
$7.05M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$5.95M
5
American Century Companies
5
American Century Companies
Missouri
$16.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.4M
2
Millennium Management
2
Millennium Management
New York
$7.56M
3
SCA
3
Stieven Capital Advisors
Missouri
$14.6M
4
AG
4
Algert Global
California
$550K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$6.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$5.63M +$148K +1,927 +3%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$5.62M +$331K +4,311 +6%
Ameriprise
28
Ameriprise
Minnesota
$5.24M -$370K -4,816 -7%
Invesco
29
Invesco
Georgia
$4.83M +$852K +11,097 +21%
AQR Capital Management
30
AQR Capital Management
Connecticut
$4.79M -$1.51M -19,722 -24%
BCM
31
Bridgeway Capital Management
Texas
$4.75M +$228K +2,975 +5%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$3.9M -$201K -2,623 -5%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$3.79M -$230K -3,000 -6%
KCM
34
Kennedy Capital Management
Missouri
$3.45M +$3.45M +44,932 New
KIM
35
Kestrel Investment Management
California
$3.17M +$3.17M +41,250 New
EF
36
Empowered Funds
Pennsylvania
$3.15M +$228K +2,975 +8%
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$3.12M -$23K -300 -0.7%
Tudor Investment Corp
38
Tudor Investment Corp
Connecticut
$3.01M +$3.01M +39,213 New
Legal & General Group
39
Legal & General Group
United Kingdom
$2.68M +$20.2K +263 +0.8%
Federated Hermes
40
Federated Hermes
Pennsylvania
$2.3M -$844 -11 -0%
Bank of America
41
Bank of America
North Carolina
$2.15M -$547K -7,127 -20%
DLP
42
De Lisle Partners
United Kingdom
$2.07M +$2.07M +27,034 New
Citigroup
43
Citigroup
New York
$2.06M +$348K +4,529 +20%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.99M – – –
Swiss National Bank
45
Swiss National Bank
Switzerland
$1.96M -$115K -1,500 -6%
Jacobs Levy Equity Management
46
Jacobs Levy Equity Management
New Jersey
$1.94M -$479K -6,239 -20%
Franklin Resources
47
Franklin Resources
California
$1.92M +$854K +11,128 +80%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$1.92M +$79.5K +1,036 +4%
RA
49
Royce & Associates
New York
$1.91M -$270K -3,518 -12%
Victory Capital Management
50
Victory Capital Management
Texas
$1.88M -$33.5K -436 -2%
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