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Preferred Bank
PFBC

Overview Fund Activity

209 hedge funds and large institutions have $822M invested in Preferred Bank in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 74 increasing their positions, 69 reducing their positions, and 18 closing their positions.

Holders
209
Holders Change
+14
Holders Change %
+7.18%
% of All Funds
3.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
74
Reduced
69
Closed
18
Calls
–
Puts
$332K
Net Calls
-$332K
Net Calls Change
+$21K

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$12.9M
2
Invesco
2
Invesco
Georgia
$9.69M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$5.39M
4
SBH
4
Segall Bryant & Hamill
Illinois
$4.56M
5
Goldman Sachs
5
Goldman Sachs
New York
$17M

Top Sellers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$17.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$11.3M
3
Boston Partners
3
Boston Partners
Massachusetts
$33.4M
4
State Street
4
State Street
Massachusetts
$44.6M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$835K
Name Market Value Shares Shares
Change 		Shares
Change %
AQR Capital Management
26
AQR Capital Management
Connecticut
$5.87M 77,745 +15,391 +25%
Renaissance Technologies
27
Renaissance Technologies
New York
$5.61M 74,355 -14,100 -16%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$5.56M 73,598 +370 +0.5%
First Trust Advisors
29
First Trust Advisors
Illinois
$5.39M 71,442 +62,067 +662%
Principal Financial Group
30
Principal Financial Group
Iowa
$5.3M 70,274 -3,045 -4%
BCM
31
Bridgeway Capital Management
Texas
$4.9M 64,922 +3,060 +5%
Ameriprise
32
Ameriprise
Minnesota
$4.7M 62,235 -5,977 -9%
SBH
33
Segall Bryant & Hamill
Illinois
$4.56M 60,439 +60,439 New
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$3.7M 48,986 -1,873 -4%
KCM
35
Kennedy Capital Management
Missouri
$3.33M 44,126 -806 -2%
EF
36
Empowered Funds
Pennsylvania
$3.33M 44,089 +3,060 +7%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$3.31M 43,900 -5,500 -11%
KIM
38
Kestrel Investment Management
California
$3.11M 41,250 – –
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$2.94M 38,896 -1,775 -4%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$2.59M 34,276 +28,810 +527%
Legal & General Group
41
Legal & General Group
United Kingdom
$2.51M 33,272 -1,580 -5%
Bank of America
42
Bank of America
North Carolina
$2.46M 32,567 +4,612 +16%
Citigroup
43
Citigroup
New York
$2.31M 30,535 +3,708 +14%
Federated Hermes
44
Federated Hermes
Pennsylvania
$2.28M 30,228 +274 +0.9%
Franklin Resources
45
Franklin Resources
California
$2.19M 28,958 +3,914 +16%
Tudor Investment Corp
46
Tudor Investment Corp
Connecticut
$2.14M 28,352 -10,861 -28%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.04M 27,079 +1,146 +4%
DLP
48
De Lisle Partners
United Kingdom
$2.04M 27,034 – –
Rafferty Asset Management
49
Rafferty Asset Management
New York
$1.97M 26,077 +6,492 +33%
ZIM
50
Zacks Investment Management
Illinois
$1.93M 25,590 +2,659 +12%
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