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Preferred Bank
PFBC

Overview Fund Activity

174 hedge funds and large institutions have $612M invested in Preferred Bank in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-3
Holders Change %
-1.69%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
22
Increased
66
Reduced
66
Closed
24
Calls
$54K
Puts
$27K
Net Calls
+$27K
Net Calls Change
-$189K

Top Buyers

1
State Street
1
State Street
Massachusetts
$33.3M
2
Millennium Management
2
Millennium Management
New York
$18.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$10.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$50.8M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2.72M

Top Sellers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.51M
3
AIA
3
Avalon Investment & Advisory
Texas
$0
4
EC
4
EJF Capital
Virginia
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGM
51
Engineers Gate Manager
New York
$1.14M +$782K +14,261 +219%
BGIM
52
Brandywine Global Investment Management
Pennsylvania
$1.14M +$1.14M +20,760 New
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$1.1M +$356K +6,494 +48%
State of Tennessee, Department of Treasury
54
State of Tennessee, Department of Treasury
Tennessee
$1.09M -$142K -2,589 -12%
ZIM
55
Zacks Investment Management
Illinois
$1.08M +$12.7K +231 +1%
WG
56
Winton Group
United Kingdom
$1.05M +$299K +5,453 +40%
ADIM
57
Alpha DNA Investment Management
Maryland
$984K +$211K +3,856 +27%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$984K +$211K +3,856 +27%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$975K -$12.4K -227 -1%
ECM
60
ExodusPoint Capital Management
New York
$902K +$902K +16,452 New
CIC
61
Cornercap Investment Counsel
Georgia
$874K – – –
Barclays
62
Barclays
United Kingdom
$860K +$391K +7,127 +83%
AllianceBernstein
63
AllianceBernstein
Tennessee
$797K -$107K -1,950 -12%
COPPSERS
64
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$767K -$8.28K -151 -1%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$743K – – –
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$718K +$173K +3,155 +32%
UBS AM
67
UBS AM
Illinois
$704K +$40.6K +740 +6%
Prudential Financial
68
Prudential Financial
New Jersey
$699K -$28K -510 -4%
Rafferty Asset Management
69
Rafferty Asset Management
New York
$680K +$530K +9,664 +353%
Canada Life
70
Canada Life
Manitoba, Canada
$679K -$70.9K -1,294 -9%
MAM
71
Martingale Asset Management
Massachusetts
$675K +$675K +12,323 New
KCM
72
Kennedy Capital Management
Missouri
$671K +$74.1K +1,352 +12%
DIA
73
Dana Investment Advisors
Wisconsin
$668K -$41.9K -764 -6%
UBS Group
74
UBS Group
Switzerland
$657K +$374K +6,825 +132%
TPSF
75
Texas Permanent School Fund
Texas
$649K +$163K +2,965 +33%
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