PFBC icon

Preferred Bank
PFBC

Overview Fund Activity

186 hedge funds and large institutions have $650M invested in Preferred Bank in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 59 increasing their positions, 70 reducing their positions, and 13 closing their positions.

Holders
186
Holders Change
+18
Holders Change %
+10.71%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
59
Reduced
70
Closed
13
Calls
$486K
Puts
$50K
Net Calls
+$436K
Net Calls Change
+$679K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$15.1M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$28.9M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$40.9M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$4.31M
5
OAM
5
Oberweis Asset Management
Illinois
$5.14M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.45M
2
Goldman Sachs
2
Goldman Sachs
New York
$7.61M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$8.03M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.41M
5
Invesco
5
Invesco
Georgia
$5.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
76
Canada Life
Manitoba, Canada
$713K -$13K -209 -2%
Los Angeles Capital Management
77
Los Angeles Capital Management
California
$706K +$706K +11,346 New
First Trust Advisors
78
First Trust Advisors
Illinois
$693K +$49.9K +801 +8%
TPSF
79
Texas Permanent School Fund
Texas
$691K -$32.4K -521 -4%
XT
80
XTX Topco
Cayman Islands
$679K +$679K +10,914 New
Citadel Advisors
81
Citadel Advisors
Florida
$670K +$72.2K +1,160 +12%
Ensign Peak Advisors
82
Ensign Peak Advisors
Utah
$657K – – –
DIA
83
Dana Investment Advisors
Wisconsin
$641K -$192K -3,092 -23%
DA
84
Denali Advisors
California
$616K -$610K -9,800 -50%
UA
85
Unison Advisors
District of Columbia
$615K – – –
UBS AM
86
UBS AM
Illinois
$613K -$186K -2,992 -23%
PP
87
PDT Partners
New York
$574K +$574K +9,226 New
HF
88
HRT Financial
New York
$567K +$60K +965 +12%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$547K +$26.3K +423 +5%
COPPSERS
90
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$544K -$385K -6,186 -41%
Squarepoint
91
Squarepoint
New York
$542K +$289K +4,645 +115%
ADIM
92
Alpha DNA Investment Management
Maryland
$539K +$539K +8,652 New
AWM
93
AE Wealth Management
Kansas
$538K +$538K +8,643 New
QC
94
Quadrature Capital
United Kingdom
$536K +$62.5K +1,004 +13%
CIA
95
Capital Impact Advisors
Massachusetts
$533K +$366K +5,876 +219%
Jane Street
96
Jane Street
New York
$512K +$60.4K +970 +13%
SOADOR
97
State of Alaska Department of Revenue
Alaska
$506K -$34K -547 -6%
Balyasny Asset Management
98
Balyasny Asset Management
Illinois
$501K -$431K -6,916 -46%
VIA
99
Virtus Investment Advisers
Connecticut
$475K – – –
M1FG
100
Mach-1 Financial Group
Arkansas
$475K +$475K +7,632 New
2 3
4
5 6