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Preferred Bank
PFBC

Overview Fund Activity

195 hedge funds and large institutions have $812M invested in Preferred Bank in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 85 reducing their positions, and 19 closing their positions.

Holders
195
Holders Change
–
Holders Change %
0%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
56
Reduced
85
Closed
19
Calls
$77K
Puts
$430K
Net Calls
-$353K
Net Calls Change
-$535K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$31.2M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$82.5M
3
DIA
3
Dana Investment Advisors
Wisconsin
$7.05M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$5.95M
5
American Century Companies
5
American Century Companies
Missouri
$16.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.4M
2
Millennium Management
2
Millennium Management
New York
$7.56M
3
SCA
3
Stieven Capital Advisors
Missouri
$14.6M
4
AG
4
Algert Global
California
$550K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$6.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
51
Barclays
United Kingdom
$1.88M -$609K -7,924 -24%
CS
52
Credit Suisse
Switzerland
$1.84M -$50.4K -656 -3%
GCP
53
GSA Capital Partners
United Kingdom
$1.81M +$256K +3,331 +16%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$1.8M +$53.6K +697 +3%
ZIM
55
Zacks Investment Management
Illinois
$1.76M +$221K +2,881 +14%
Two Sigma Investments
56
Two Sigma Investments
New York
$1.72M -$1.73M -22,478 -50%
Rafferty Asset Management
57
Rafferty Asset Management
New York
$1.5M -$59K -769 -4%
CAM
58
ClariVest Asset Management
California
$1.37M +$2.53K +33 +0.2%
JCIA
59
Jackson Creek Investment Advisors
Colorado
$1.23M -$2.46K -32 -0.2%
ETC
60
Exchange Traded Concepts
Oklahoma
$1.22M +$813K +10,585 +200%
Connor, Clark & Lunn Investment Management (CC&L)
61
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.21M -$508K -6,618 -30%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$1.2M +$70.6K +919 +6%
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$1.19M +$525K +6,833 +78%
Janus Henderson Group
64
Janus Henderson Group
United Kingdom
$1.13M -$64.1K -835 -5%
Prudential Financial
65
Prudential Financial
New Jersey
$1.09M -$16.1K -210 -1%
AllianceBernstein
66
AllianceBernstein
Tennessee
$1.06M – – –
WG
67
Winton Group
United Kingdom
$1.05M +$518K +6,753 +97%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$1.04M +$13.2K +172 +1%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$1.02M – – –
VI
70
Versor Investments
New York
$1.01M -$223K -2,900 -18%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$990K -$111K -1,450 -10%
UBS Group
72
UBS Group
Switzerland
$977K -$294K -3,829 -23%
SIM
73
SummerHaven Investment Management
Connecticut
$971K +$9.9K +129 +1%
GC
74
Guggenheim Capital
Illinois
$902K +$554K +7,213 +159%
Voloridge Investment Management
75
Voloridge Investment Management
Florida
$874K -$112K -1,465 -11%
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