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Preferred Bank
PFBC

Overview Fund Activity

139 hedge funds and large institutions have $716M invested in Preferred Bank in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-5
Holders Change %
-3.47%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
61
Reduced
46
Closed
17
Calls
–
Puts
$338K
Net Calls
-$338K
Net Calls Change
-$646K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.9M
2
BlackRock
BlackRock
New York
+$9.88M
3
Millennium Management
Millennium Management
New York
+$8.34M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.5M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.5M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$6.83M
3
EI
EAM Investors
California
-$4.02M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$3.37M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
51
Cadence Capital Management
Massachusetts
$1.97M +$217K +3,528 +12%
CS
52
Credit Suisse
Switzerland
$1.97M +$270K +4,390 +16%
Morgan Stanley
53
Morgan Stanley
New York
$1.95M -$417K -6,790 -18%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$1.91M -$346K -5,624 -15%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$1.88M -$36.5K -594 -2%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$1.84M -$1.37M -22,298 -43%
CIA
57
Capital Impact Advisors
Massachusetts
$1.76M +$283K +4,559 +19%
Ohio Public Employees Retirement System (OPERS)
58
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.73M +$1.73M +28,150 New
Russell Investments Group
59
Russell Investments Group
United Kingdom
$1.65M -$3.37M -54,736 -67%
MC
60
Menta Capital
California
$1.56M +$439K +7,146 +39%
Federated Hermes
61
Federated Hermes
Pennsylvania
$1.54M -$199K -3,244 -11%
Swiss National Bank
62
Swiss National Bank
Switzerland
$1.54M +$129K +2,100 +9%
ZIM
63
ZPR Investment Management
Florida
$1.41M +$1.41M +22,860 New
CPIM
64
Columbia Partners Investment Management
Virginia
$1.36M -$124K -2,020 -8%
First Trust Advisors
65
First Trust Advisors
Illinois
$1.33M +$263K +4,278 +25%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$1.31M +$50.6K +823 +4%
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$1.25M +$939K +15,279 +304%
AQR Capital Management
68
AQR Capital Management
Connecticut
$1.16M -$243K -3,946 -17%
AIM
69
Assured Investment Management
New York
$1.16M +$351K +5,709 +43%
OAM
70
Oxford Asset Management
United Kingdom
$1.08M +$836K +13,481 +343%
KA
71
Kaizen Advisory
Illinois
$1.06M +$792K +12,875 +297%
AAM
72
Advisors Asset Management
Colorado
$1M -$133K -2,158 -12%
SEI Investments
73
SEI Investments
Pennsylvania
$979K +$50.6K +823 +5%
MSL
74
Mackay Shields LLC
New York
$959K +$959K +15,600 New
VRS
75
Virginia Retirement Systems
Virginia
$903K – – –
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3
4 5