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Preferred Bank

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.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

9% more capital invested

Capital invested by funds: $595M → $650M (+$54.9M)

2.43% less ownership

Funds ownership: 72.51%70.09% (-2.4%)

16% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 70

Holders
186
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$486K
Puts
$50K
Net Calls
Net Calls Change

Top Sellers

1 -$24.1M
2 -$5.32M
3 -$3.51M
4
JP Morgan Chase
JP Morgan Chase
New York
-$2.64M
5
Invesco
Invesco
Georgia
-$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$713K
77
$706K
78
$693K
79
$691K
80
$679K
81
$670K
82
$657K
83
$641K
84
$616K
85
$615K
86
$613K
87
$574K
88
$567K
89
$547K
90
$544K
91
$542K
92
$539K
93
$538K
94
$536K
95
$533K
96
$512K
97
$506K
98
$501K
99
$475K
100
$475K