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Preferred Bank
PFBC

Overview Fund Activity

77 hedge funds and large institutions have $200M invested in Preferred Bank in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
31
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$36.6M
2
Charles Schwab
2
Charles Schwab
California
$1.76M
3
Invesco
3
Invesco
Georgia
$1.35M
4
BFA
4
BlackRock Fund Advisors
California
$9.02M
5
Citadel Advisors
5
Citadel Advisors
Florida
$890K

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$301K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.05M
3
BCM
3
Basswood Capital Management
New York
$28.5M
4
MCM
4
Maltese Capital Management
New York
$3.71M
5
MERSOM
5
Municipal Employees' Retirement System of Michigan
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
51
O'Shaughnessy Asset Management
Connecticut
$331K +$331K +11,955 New
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$328K -$46.2K -1,659 -12%
AllianceBernstein
53
AllianceBernstein
Tennessee
$301K -$1M -35,827 -77%
MLICM
54
Metropolitan Life Insurance Company (MetLife)
New York
$298K – – –
First Trust Advisors
55
First Trust Advisors
Illinois
$248K +$248K +8,893 New
Millennium Management
56
Millennium Management
New York
$206K +$206K +7,403 New
AIG
57
American International Group
New York
$206K -$8.12K -291 -4%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$204K +$204K +7,320 New
BA
59
BlackRock Advisors
Delaware
$199K -$10.6K -382 -5%
AAM
60
Advisors Asset Management
Colorado
$191K +$116K +4,169 +156%
CCMH
61
Cornerstone Capital Management Holdings
New York
$190K +$190K +6,800 New
Citigroup
62
Citigroup
New York
$160K +$134K +4,799 +524%
CAM
63
ClariVest Asset Management
California
$139K +$139K +4,982 New
BGIM
64
Brandywine Global Investment Management
Pennsylvania
$125K – – –
Federated Hermes
65
Federated Hermes
Pennsylvania
$118K +$29.3K +1,046 +33%
Legal & General Group
66
Legal & General Group
United Kingdom
$53K – – –
PCM
67
Prelude Capital Management
New York
$42K +$42K +1,500 New
MOACM
68
Mutual of America Capital Management
New York
$41K +$41K +1,475 New
FQ
69
First Quadrant
California
$25K +$2.78K +100 +13%
LTFS
70
Ladenburg Thalmann Financial Services
Florida
$22K – – –
Barclays
71
Barclays
United Kingdom
$18K +$7.78K +289 +76%
UBS Group
72
UBS Group
Switzerland
$18K +$18K +660 New
Bank of America
73
Bank of America
North Carolina
$17K +$9.78K +345 +135%
Wells Fargo
74
Wells Fargo
California
$15K +$110 +4 +0.7%
BlackRock
75
BlackRock
New York
$10K – – –
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3
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