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Preferred Bank

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.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

9% more capital invested

Capital invested by funds: $595M → $650M (+$54.9M)

2.43% less ownership

Funds ownership: 72.51%70.09% (-2.4%)

16% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 70

Holders
186
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$486K
Puts
$50K
Net Calls
Net Calls Change

Top Sellers

1 -$24.1M
2 -$5.32M
3 -$3.51M
4
JP Morgan Chase
JP Morgan Chase
New York
-$2.64M
5
Invesco
Invesco
Georgia
-$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$1.16M
52
$1.13M
53
$1.08M
54
$1.08M
55
$1.05M
56
$1.04M
57
$1.01M
58
$998K
59
$997K
60
$983K
61
$941K
62
$939K
63
$937K
64
$930K
65
$909K
66
$903K
67
$889K
68
$859K
69
$841K
70
$838K
71
$820K
72
$770K
73
$750K
74
$745K
75
$739K