We are live on ! Find out more
PFBC icon

Preferred Bank

67 hedge funds and large institutions have $125M invested in Preferred Bank in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

82% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 17

20% more capital invested

Capital invested by funds: $104M → $125M (+$20.9M)

10% more funds holding

Funds holding: 6167 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
31
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
51
Russell Frank Company
Washington
$158K -$86K -4,367 -36%
AIG
52
American International Group
New York
$155K -$1.52K -77 -1%
Citigroup
53
Citigroup
New York
$132K +$69.9K +3,551 +117%
BGIM
54
Brandywine Global Investment Management
Pennsylvania
$121K +$118K +6,000 New
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$94K +$33.8K +1,716 +58%
Barclays
56
Barclays
United Kingdom
$74K +$33.5K +1,703 +88%
Federated Hermes
57
Federated Hermes
Pennsylvania
$63K -$985 -50 -2%
Credit Agricole
58
Credit Agricole
France
$52K -$54.8K -2,783 -52%
CCMH
59
Cornerstone Capital Management Holdings
New York
$39K -$217K -11,015 -85%
Bank of America
60
Bank of America
North Carolina
$30K +$16.2K +822 +118%
AllianceBernstein
61
AllianceBernstein
Tennessee
$12K -$5.91K -300 -33%
BlackRock
62
BlackRock
New York
$9K
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$3.05K +$2.99K +152 New
GC
64
Globeflex Capital
California
$3K +$3.13K +159 New
HF
65
Hoxton Financial
West Virginia
$2K +$1.56K +79 New
TRCT
66
Tower Research Capital (TRC)
New York
$2K +$1.61K +82 New
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$213 +$7.27K +369 +4%
Allianz Asset Management
68
Allianz Asset Management
Germany
-$1M -56,459 Closed
GCP
69
GSA Capital Partners
United Kingdom
-$220K -12,379 Closed
U
70
UBS
Switzerland
-$39K -2,203 Closed
MOACM
71
Mutual of America Capital Management
New York
-$24K -1,336 Closed
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
-$13K -736 Closed
Ameriprise
73
Ameriprise
Minnesota
-$13K -727 Closed
BG
74
BlackRock Group
United Kingdom
-$13K -709 Closed

PFBC Hedge Fund Activity: Q4 2013 in Review

67 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Preferred Bank (PFBC) for Q4 2013, worth a combined $125M — up 20% from $104M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PFBC positions and 7 closed out — a net gain of 6 holders — while 31 added to existing stakes and 17 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.14M. The largest seller was Maltese Capital Management, cutting an estimated $1.6M.

  • 67 institutional investors held Preferred Bank (PFBC) as of Q4 2013, up from 61 in Q3 2013.
  • Funds reported $125M of Preferred Bank stock for Q4 2013, up 20% quarter-over-quarter.
  • 13 funds opened new Preferred Bank positions in Q4 2013 and 7 closed out, a net change of +6 holders.
  • The largest Preferred Bank buyer in Q4 2013 was T. Rowe Price Associates, an estimated $1.14M added.
  • The largest Preferred Bank seller in Q4 2013 was Maltese Capital Management, an estimated $1.6M sold.

Based on aggregated 13F filings for Q4 2013.