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Preferred Bank
PFBC

208 hedge funds and large institutions have $821M invested in Preferred Bank in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

7% more funds holding

Funds holding: 195 → 208 (+13)

1.96% more ownership

Funds ownership: 72% → 73.96% (+2%)

6% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 69

1% more capital invested

Capital invested by funds: $812M → $821M (+$9.07M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $332K

Holders
208
Holders Change
+13
Holders Change %
+6.67%
% of All Funds
3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
73
Reduced
69
Closed
19
Calls
–
Puts
$332K
Net Calls
-$332K
Net Calls Change
+$21K

Top Buyers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
+$7.09M
2
Invesco
Invesco
Georgia
+$4.95M
3
First Trust Advisors
First Trust Advisors
Illinois
+$4.69M
4
SBH
Segall Bryant & Hamill
Illinois
+$4.57M
5
Goldman Sachs
Goldman Sachs
New York
+$2.98M

Top Sellers

Rank Fund Capital Flow
1
HSBC Holdings
HSBC Holdings
United Kingdom
-$3.7M
2
JP Morgan Chase
JP Morgan Chase
New York
-$2.08M
3
Boston Partners
Boston Partners
Massachusetts
-$1.53M
4
State Street
State Street
Massachusetts
-$1.1M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$5.87M +$1.16M +15,391 +25%
Renaissance Technologies
27
Renaissance Technologies
New York
$5.61M -$1.07M -14,100 -16%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$5.56M +$28K +370 +0.5%
First Trust Advisors
29
First Trust Advisors
Illinois
$5.39M +$4.69M +62,067 +662%
Principal Financial Group
30
Principal Financial Group
Iowa
$5.3M -$230K -3,045 -4%
BCM
31
Bridgeway Capital Management
Texas
$4.9M +$231K +3,060 +5%
Ameriprise
32
Ameriprise
Minnesota
$4.7M -$452K -5,977 -9%
SBH
33
Segall Bryant & Hamill
Illinois
$4.56M +$4.57M +60,439 New
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$3.7M -$142K -1,873 -4%
KCM
35
Kennedy Capital Management
Missouri
$3.33M -$60.9K -806 -2%
EF
36
Empowered Funds
Pennsylvania
$3.33M +$231K +3,060 +7%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$3.31M -$416K -5,500 -11%
KIM
38
Kestrel Investment Management
California
$3.11M – – –
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$2.94M -$134K -1,775 -4%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$2.59M +$2.18M +28,810 +527%
Legal & General Group
41
Legal & General Group
United Kingdom
$2.51M -$119K -1,580 -5%
Bank of America
42
Bank of America
North Carolina
$2.46M +$349K +4,612 +16%
Citigroup
43
Citigroup
New York
$2.31M +$280K +3,708 +14%
Federated Hermes
44
Federated Hermes
Pennsylvania
$2.28M +$20.7K +274 +0.9%
Franklin Resources
45
Franklin Resources
California
$2.19M +$296K +3,914 +16%
Tudor Investment Corp
46
Tudor Investment Corp
Connecticut
$2.14M -$821K -10,861 -28%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.04M +$86.6K +1,146 +4%
DLP
48
De Lisle Partners
United Kingdom
$2.04M – – –
Rafferty Asset Management
49
Rafferty Asset Management
New York
$1.97M +$491K +6,492 +33%
ZIM
50
Zacks Investment Management
Illinois
$1.93M +$201K +2,659 +12%
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PFBC Hedge Fund Activity: Q2 2024 in Review

208 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Preferred Bank (PFBC) for Q2 2024, worth a combined $821M — up 1.1% from $812M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PFBC positions and 19 closed out — a net gain of 14 holders — while 73 added to existing stakes and 69 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $7.09M. The largest seller was HSBC Holdings, cutting an estimated $3.7M.

  • 208 institutional investors held Preferred Bank (PFBC) as of Q2 2024, up from 195 in Q1 2024.
  • Funds reported $821M of Preferred Bank stock for Q2 2024, up 1.1% quarter-over-quarter.
  • 33 funds opened new Preferred Bank positions in Q2 2024 and 19 closed out, a net change of +14 holders.
  • The largest Preferred Bank buyer in Q2 2024 was LSV Asset Management, an estimated $7.09M added.
  • The largest Preferred Bank seller in Q2 2024 was HSBC Holdings, an estimated $3.7M sold.

Based on aggregated 13F filings for Q2 2024.