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Preferred Bank
PFBC

Overview Fund Activity

177 hedge funds and large institutions have $787M invested in Preferred Bank in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 61 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+21
Holders Change %
+13.46%
% of All Funds
2.86%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
29
Increased
59
Reduced
61
Closed
6
Calls
$246K
Puts
$30K
Net Calls
+$216K
Net Calls Change
+$171K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$19.9M
2
Boston Partners
2
Boston Partners
Massachusetts
$36.9M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$9.73M
4
Morgan Stanley
4
Morgan Stanley
New York
$12.4M
5
OAM
5
Oberweis Asset Management
Illinois
$2.25M

Top Sellers

1
PI
1
Putnam Investments
Massachusetts
$508K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$64.5M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$34.2M
4
EC
4
EJF Capital
Virginia
$2.49M
5
State Street
5
State Street
Massachusetts
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
76
SummerHaven Investment Management
Connecticut
$853K +$11.3K +151 +1%
HIM
77
Hillsdale Investment Management
Ontario, Canada
$843K – – –
CAM
78
ClariVest Asset Management
California
$843K +$164K +2,200 +24%
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$834K +$834K +11,183 New
GCM
80
Graham Capital Management
Connecticut
$830K +$219K +2,931 +36%
KCM
81
Kennedy Capital Management
Missouri
$812K +$812K +10,888 New
HF
82
HRT Financial
New York
$812K +$299K +4,013 +58%
JF
83
Jump Financial
Illinois
$789K +$275K +3,679 +53%
TFA
84
Toth Financial Advisory
Virginia
$770K +$248K +3,325 +48%
Citigroup
85
Citigroup
New York
$751K +$217K +2,910 +41%
Victory Capital Management
86
Victory Capital Management
Texas
$748K +$185K +2,477 +33%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$742K +$380K +5,090 +105%
VIA
88
Virtus Investment Advisers
Connecticut
$715K – – –
SOADOR
89
State of Alaska Department of Revenue
Alaska
$686K -$17.8K -238 -3%
TPSF
90
Texas Permanent School Fund
Texas
$663K -$69.2K -927 -9%
YCM
91
Yousif Capital Management
Michigan
$642K -$228K -3,050 -26%
Barclays
92
Barclays
United Kingdom
$638K +$265K +3,554 +71%
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$636K -$6.94K -93 -1%
Truist Financial
94
Truist Financial
North Carolina
$584K +$584K +7,832 New
NYLIM
95
New York Life Investment Management
New York
$571K +$64.5K +864 +13%
AWM
96
AE Wealth Management
Kansas
$543K +$543K +7,277 New
M1FG
97
Mach-1 Financial Group
Arkansas
$543K +$543K +7,277 New
AIG
98
American International Group
New York
$539K -$6.49K -87 -1%
MIM
99
MetLife Investment Management
New Jersey
$537K -$22.9K -307 -4%
Ensign Peak Advisors
100
Ensign Peak Advisors
Utah
$534K +$265K +3,550 +99%
2 3
4
5 6