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Preferred Bank
PFBC

Overview Fund Activity

144 hedge funds and large institutions have $737M invested in Preferred Bank in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+6
Holders Change %
+4.35%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
24
Increased
52
Reduced
49
Closed
17
Calls
$308K
Puts
–
Net Calls
+$308K
Net Calls Change
+$525K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$20.5M
2
Boston Partners
Boston Partners
Massachusetts
+$14.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$12.7M
4
State Street
State Street
Massachusetts
+$5.95M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$5.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$15.5M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$4.58M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.38M
4
Deutsche Bank
Deutsche Bank
Germany
-$3.06M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
-$2.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
51
Teachers Advisors
New York
$2.28M – – –
Wells Fargo
52
Wells Fargo
California
$2.01M +$70.3K +1,095 +4%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$2M +$112K +1,747 +6%
SCA
54
Secor Capital Advisors
New York
$1.96M -$142K -2,219 -7%
TCM
55
Timpani Capital Management
Wisconsin
$1.94M -$11.5K -179 -0.6%
CCM
56
Cadence Capital Management
Massachusetts
$1.84M +$17.2K +268 +0.9%
Federated Hermes
57
Federated Hermes
Pennsylvania
$1.82M -$652K -10,154 -26%
CS
58
Credit Suisse
Switzerland
$1.78M +$68.8K +1,072 +4%
CPIM
59
Columbia Partners Investment Management
Virginia
$1.55M – – –
CIA
60
Capital Impact Advisors
Massachusetts
$1.52M – – –
EGI
61
EAM Global Investors
California
$1.49M – – –
Swiss National Bank
62
Swiss National Bank
Switzerland
$1.47M +$96.3K +1,500 +7%
AQR Capital Management
63
AQR Capital Management
Connecticut
$1.47M -$1.38M -21,464 -48%
WCM
64
Wedge Capital Management
North Carolina
$1.43M -$165K -2,573 -10%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$1.32M -$24.6K -383 -2%
USAA
66
United Services Automobile Association
Texas
$1.3M +$98.4K +1,533 +8%
GC
67
Guggenheim Capital
Illinois
$1.17M +$1.17M +18,229 New
MC
68
Menta Capital
California
$1.17M +$1.17M +18,240 New
AAM
69
Advisors Asset Management
Colorado
$1.15M +$11.4K +183 +1%
LSV Asset Management
70
LSV Asset Management
Illinois
$1.12M +$462K +7,200 +70%
First Trust Advisors
71
First Trust Advisors
Illinois
$1.12M -$37.8K -589 -3%
PPA
72
Parametric Portfolio Associates
Washington
$1.08M +$10.5K +164 +1%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$1.08M -$585K -9,112 -35%
WG
74
Winton Group
United Kingdom
$1.02M +$1.02M +15,951 New
Jacobs Levy Equity Management
75
Jacobs Levy Equity Management
New Jersey
$972K -$36.6K -570 -4%
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