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Preferred Bank
PFBC

Overview Fund Activity

186 hedge funds and large institutions have $650M invested in Preferred Bank in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 59 increasing their positions, 70 reducing their positions, and 13 closing their positions.

Holders
186
Holders Change
+18
Holders Change %
+10.71%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
59
Reduced
70
Closed
13
Calls
$486K
Puts
$50K
Net Calls
+$436K
Net Calls Change
+$679K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$15.1M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$28.9M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$40.9M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$4.31M
5
OAM
5
Oberweis Asset Management
Illinois
$5.14M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.45M
2
Goldman Sachs
2
Goldman Sachs
New York
$7.61M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$8.03M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.41M
5
Invesco
5
Invesco
Georgia
$5.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGM
51
Engineers Gate Manager
New York
$1.16M -$394K -6,335 -25%
CIC
52
Cornercap Investment Counsel
Georgia
$1.13M -$17.2K -276 -1%
CAM
53
ClariVest Asset Management
California
$1.08M +$225K +3,615 +26%
AG
54
Algert Global
California
$1.08M +$1.08M +17,368 New
Victory Capital Management
55
Victory Capital Management
Texas
$1.05M +$706K +11,340 +205%
Franklin Resources
56
Franklin Resources
California
$1.04M -$173K -2,773 -14%
Public Sector Pension Investment Board (PSP Investments)
57
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.01M -$453K -7,279 -31%
JCIA
58
Jackson Creek Investment Advisors
Colorado
$998K +$998K +16,027 New
GCP
59
GSA Capital Partners
United Kingdom
$997K +$162K +2,609 +19%
GC
60
Guggenheim Capital
Illinois
$983K -$279K -4,476 -22%
Teacher Retirement System of Texas
61
Teacher Retirement System of Texas
Texas
$941K +$264K +4,245 +39%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$939K -$68.7K -1,104 -7%
Prudential Financial
63
Prudential Financial
New Jersey
$937K -$66.6K -1,070 -7%
Connor, Clark & Lunn Investment Management (CC&L)
64
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$930K +$930K +14,937 New
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$909K +$590K +9,479 +185%
Janus Henderson Group
66
Janus Henderson Group
United Kingdom
$903K +$344K +5,537 +62%
PI
67
Putnam Investments
Massachusetts
$889K +$450K +7,233 +103%
AllianceBernstein
68
AllianceBernstein
Tennessee
$859K -$46.1K -740 -5%
Rafferty Asset Management
69
Rafferty Asset Management
New York
$841K -$200K -3,219 -19%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$838K -$6.22K -100 -0.7%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$820K +$301K +4,834 +58%
SIM
72
SummerHaven Investment Management
Connecticut
$770K +$189K +3,037 +33%
Russell Investments Group
73
Russell Investments Group
United Kingdom
$750K +$16.8K +270 +2%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$745K -$444K -7,131 -37%
Citigroup
75
Citigroup
New York
$739K -$644K -10,345 -47%
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