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Preferred Bank

195 hedge funds and large institutions have $783M invested in Preferred Bank in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 73 increasing their positions, 72 reducing their positions, and 16 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.82% more ownership

Funds ownership: 70.09%71.9% (+1.8%)

1% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 72

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
195
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
$240K
Puts
$58K
Net Calls
Net Calls Change

Top Sellers

1 -$34.9M
2 -$5.75M
3 -$4.85M
4
Invesco
Invesco
Georgia
-$2.76M
5
Boston Partners
Boston Partners
Massachusetts
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$1.75M
52
$1.75M
53
$1.68M
54
$1.66M
55
$1.64M
56
$1.63M
57
$1.53M
58
$1.49M
59
$1.48M
60
$1.46M
61
$1.35M
62
$1.34M
63
$1.33M
64
$1.3M
65
$1.29M
66
$1.24M
67
$1.21M
68
$1.17M
69
$1.17M
70
$1.14M
71
$1.08M
72
$1.05M
73
$1.05M
74
$1.02M
75
$1.01M