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Preferred Bank
PFBC

Overview Fund Activity

168 hedge funds and large institutions have $595M invested in Preferred Bank in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 29 closing their positions.

Holders
168
Holders Change
-6
Holders Change %
-3.45%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
62
Reduced
59
Closed
29
Calls
$54K
Puts
$297K
Net Calls
-$243K
Net Calls Change
-$270K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$74M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$2.83M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$16.2M
4
EF
4
Empowered Funds
Pennsylvania
$1.75M
5
BCM
5
Bridgeway Capital Management
Texas
$1.75M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$25.2M
2
Millennium Management
2
Millennium Management
New York
$11M
3
ACA
3
Aptus Capital Advisors
Alabama
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$335K
Name Holding Trade Value Shares
Change 		Shares
Change %
BGIM
51
Brandywine Global Investment Management
Pennsylvania
$1.14M – – –
WCM
52
Wedge Capital Management
North Carolina
$1.13M +$1.13M +20,601 New
GC
53
Guggenheim Capital
Illinois
$1.11M +$496K +9,018 +80%
ZIM
54
Zacks Investment Management
Illinois
$1.11M +$25.8K +469 +2%
DA
55
Denali Advisors
California
$1.08M +$511K +9,300 +89%
Franklin Resources
56
Franklin Resources
California
$1.07M +$1.07M +19,508 New
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$1.05M -$52.1K -947 -5%
CIC
58
Cornercap Investment Counsel
Georgia
$1.02M +$138K +2,517 +16%
RA
59
Royce & Associates
New York
$947K +$562K +10,217 +146%
Rafferty Asset Management
60
Rafferty Asset Management
New York
$920K +$238K +4,323 +35%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$890K -$88.3K -1,605 -9%
Prudential Financial
62
Prudential Financial
New Jersey
$887K +$185K +3,368 +26%
VI
63
Versor Investments
New York
$861K +$212K +3,854 +33%
ETC
64
Exchange Traded Concepts
Oklahoma
$841K +$352K +6,405 +72%
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
$823K +$225K +4,086 +38%
COPPSERS
66
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$821K +$52K +945 +7%
AllianceBernstein
67
AllianceBernstein
Tennessee
$800K – – –
CAM
68
ClariVest Asset Management
California
$757K +$137K +2,491 +22%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$746K – – –
WG
70
Winton Group
United Kingdom
$739K -$314K -5,702 -30%
GCP
71
GSA Capital Partners
United Kingdom
$738K +$738K +13,412 New
DIA
72
Dana Investment Advisors
Wisconsin
$736K +$66.3K +1,205 +10%
UBS AM
73
UBS AM
Illinois
$704K – – –
Russell Investments Group
74
Russell Investments Group
United Kingdom
$648K – – –
Canada Life
75
Canada Life
Manitoba, Canada
$642K -$39K -710 -6%
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