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Preferred Bank
PFBC

Overview Fund Activity

126 hedge funds and large institutions have $555M invested in Preferred Bank in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 32 reducing their positions, and 19 closing their positions.

Holders
126
Holders Change
-5
Holders Change %
-3.82%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
64
Reduced
32
Closed
19
Calls
$813K
Puts
$257K
Net Calls
+$556K
Net Calls Change
+$637K

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$8.84M
2
PFC
2
Phocas Financial Corp
California
$8.62M
3
State Street
3
State Street
Massachusetts
$20.8M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$34.6M
5
Ameriprise
5
Ameriprise
Minnesota
$7.49M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$6.63M
2
EI
2
EAM Investors
California
$0
3
BA
3
Boston Advisors
Massachusetts
$0
4
BCM
4
Bridgeway Capital Management
Texas
$0
5
Millennium Management
5
Millennium Management
New York
$5.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
VRS
76
Virginia Retirement Systems
Virginia
$973K +$417K +7,800 +75%
HAI
77
Hennessy Advisors Inc
California
$936K -$1.2M -22,500 -56%
USAA
78
United Services Automobile Association
Texas
$850K +$850K +15,900 New
Jacobs Levy Equity Management
79
Jacobs Levy Equity Management
New Jersey
$807K +$90.4K +1,690 +13%
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$781K -$17.9K -335 -2%
BPM
81
Bowling Portfolio Management
Ohio
$680K +$13.4K +251 +2%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$556K +$46.8K +875 +9%
LSV Asset Management
83
LSV Asset Management
Illinois
$550K – – –
SGI
84
Summit Global Investments
Utah
$519K -$80.3K -1,500 -13%
AL
85
Airain Ltd
Guernsey
$507K +$181K +3,376 +55%
RJA
86
Raymond James & Associates
Florida
$501K +$4.76K +89 +1%
SLG
87
Stanley-Laman Group
Pennsylvania
$493K +$66.5K +1,245 +16%
AA
88
ALPS Advisors
Colorado
$473K +$1.23K +23 +0.3%
Ohio Public Employees Retirement System (OPERS)
89
Ohio Public Employees Retirement System (OPERS)
Ohio
$472K – – –
MLICM
90
Metropolitan Life Insurance Company (MetLife)
New York
$464K +$16K +299 +4%
CS
91
Credit Suisse
Switzerland
$463K +$73.9K +1,379 +19%
CIP
92
Convergence Investment Partners
Florida
$454K +$454K +8,493 New
AIG
93
American International Group
New York
$431K +$31K +579 +8%
LCM
94
Laurion Capital Management
New York
$400K +$400K +7,477 New
AWCI
95
Alpine Woods Capital Investors
New York
$374K – – –
Principal Financial Group
96
Principal Financial Group
Iowa
$369K +$369K +6,904 New
AG
97
Aperio Group
California
$294K +$24.4K +455 +9%
Capital Fund Management (CFM)
98
Capital Fund Management (CFM)
France
$283K +$283K +5,300 New
VOYA Investment Management
99
VOYA Investment Management
Georgia
$269K +$269K +5,030 New
FIM
100
Freedom Investment Management
Connecticut
$240K +$20.6K +385 +9%
2 3
4
5 6