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Preferred Bank
PFBC

Overview Fund Activity

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
Holders
195
Holders Change
+9
Holders Change %
+4.84%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
73
Reduced
72
Closed
16
Calls
$240K
Puts
$58K
Net Calls
+$182K
Net Calls Change
-$254K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$13.9M
3
SGCIA
3
Smith Graham & Co Investment Advisors
Texas
$6.52M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$38.7M
5
American Century Companies
5
American Century Companies
Missouri
$11.9M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$63.5M
2
BlackRock
2
BlackRock
New York
$97M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$366K
4
Invesco
4
Invesco
Georgia
$3.79M
5
Boston Partners
5
Boston Partners
Massachusetts
$34M
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$1.75M -$328K -4,496 -16%
EGM
52
Engineers Gate Manager
New York
$1.75M +$382K +5,227 +28%
Massachusetts Financial Services
53
Massachusetts Financial Services
Massachusetts
$1.68M -$53.3K -729 -3%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$1.66M +$16.2K +221 +1%
Connor, Clark & Lunn Investment Management (CC&L)
55
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.64M +$544K +7,452 +50%
Citigroup
56
Citigroup
New York
$1.63M +$761K +10,424 +88%
HF
57
HRT Financial
New York
$1.53M +$868K +11,892 +130%
Rafferty Asset Management
58
Rafferty Asset Management
New York
$1.49M +$500K +6,850 +51%
GCP
59
GSA Capital Partners
United Kingdom
$1.48M +$307K +4,204 +26%
ZIM
60
Zacks Investment Management
Illinois
$1.46M -$69.2K -947 -5%
Jane Street
61
Jane Street
New York
$1.35M +$745K +10,204 +124%
State of Tennessee, Department of Treasury
62
State of Tennessee, Department of Treasury
Tennessee
$1.34M -$313K -4,289 -19%
CIC
63
Cornercap Investment Counsel
Georgia
$1.33M – – –
CAM
64
ClariVest Asset Management
California
$1.3M +$28K +383 +2%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.29M +$648K +8,868 +101%
QC
66
Quadrature Capital
United Kingdom
$1.24M +$608K +8,338 +97%
UBS Group
67
UBS Group
Switzerland
$1.21M +$879K +12,037 +266%
VI
68
Versor Investments
New York
$1.17M +$731K +10,000 +165%
JCIA
69
Jackson Creek Investment Advisors
Colorado
$1.17M -$292 -4 -0%
Janus Henderson Group
70
Janus Henderson Group
United Kingdom
$1.14M +$75.4K +1,033 +7%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$1.08M +$195K +2,671 +22%
Prudential Financial
72
Prudential Financial
New Jersey
$1.05M -$50.4K -690 -5%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$1.05M -$53.6K -734 -5%
Franklin Resources
74
Franklin Resources
California
$1.02M -$206K -2,819 -17%
PI
75
Putnam Investments
Massachusetts
$1.01M -$31.6K -432 -3%
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