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Preferred Bank
PFBC

Overview Fund Activity

220 hedge funds and large institutions have $994M invested in Preferred Bank in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 79 reducing their positions, and 19 closing their positions.

Holders
220
Holders Change
+4
Holders Change %
+1.85%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
25
Increased
73
Reduced
79
Closed
19
Calls
$380K
Puts
$35K
Net Calls
+$345K
Net Calls Change
+$730K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$17.5M
2
WAM
2
Weiss Asset Management
Massachusetts
$7.12M
3
KCM
3
Kennedy Capital Management
Missouri
$7.79M
4
American Century Companies
4
American Century Companies
Missouri
$17.2M
5
State Street
5
State Street
Massachusetts
$55.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$21.3M
2
BlackRock
2
BlackRock
New York
$111M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$11.5M
4
GCP
4
GSA Capital Partners
United Kingdom
$512K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$1.34M
Name Market Value Shares Shares
Change 		Shares
Change %
Federated Hermes
51
Federated Hermes
Pennsylvania
$2.67M 30,946 +427 +1%
Franklin Resources
52
Franklin Resources
California
$2.47M 28,586 -298 -1%
Citigroup
53
Citigroup
New York
$2.42M 28,019 -30 -0.1%
Barclays
54
Barclays
United Kingdom
$2.33M 27,008 -422 -2%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$2.27M 26,222 +3,516 +15%
Swiss National Bank
56
Swiss National Bank
Switzerland
$2.18M 25,189 – –
RA
57
Royce & Associates
New York
$2.14M 24,823 +1,117 +5%
Voloridge Investment Management
58
Voloridge Investment Management
Florida
$2.08M 24,061 -1,625 -6%
UBS AM
59
UBS AM
Illinois
$1.88M 21,773 -388 -2%
Squarepoint
60
Squarepoint
New York
$1.84M 21,261 +5,098 +32%
Bank of America
61
Bank of America
North Carolina
$1.83M 21,208 -7,460 -26%
Canada Life
62
Canada Life
Manitoba, Canada
$1.55M 17,996 – –
Connor, Clark & Lunn Investment Management (CC&L)
63
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.45M 16,794 -672 -4%
Pathstone Holdings
64
Pathstone Holdings
New Jersey
$1.41M 16,357 +1,084 +7%
JFG
65
Jefferies Financial Group
New York
$1.41M 16,285 +16,285 New
ETC
66
Exchange Traded Concepts
Oklahoma
$1.41M 16,272 +334 +2%
Arrowstreet Capital
67
Arrowstreet Capital
Massachusetts
$1.34M 15,542 -21,890 -58%
EGM
68
Engineers Gate Manager
New York
$1.34M 15,536 +1,380 +10%
CSS
69
Cubist Systematic Strategies
Connecticut
$1.29M 14,877 +11,512 +342%
MPM
70
Meritage Portfolio Management
Kansas
$1.27M 14,729 +10,171 +223%
Balyasny Asset Management
71
Balyasny Asset Management
Illinois
$1.25M 14,434 +1,901 +15%
Universal-Beteiligungs- und Servicegesellschaft
72
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.25M 14,421 +14,421 New
Prudential Financial
73
Prudential Financial
New Jersey
$1.24M 14,387 +1,650 +13%
Russell Investments Group
74
Russell Investments Group
United Kingdom
$1.2M 13,871 -2,870 -17%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$1.19M 13,826 +1,219 +10%
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