PFBC icon

Preferred Bank
PFBC

Overview Fund Activity

195 hedge funds and large institutions have $783M invested in Preferred Bank in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 73 increasing their positions, 72 reducing their positions, and 16 closing their positions.

Holders
195
Holders Change
+9
Holders Change %
+4.84%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
73
Reduced
72
Closed
16
Calls
$240K
Puts
$58K
Net Calls
+$182K
Net Calls Change
-$254K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$13.9M
3
SGCIA
3
Smith Graham & Co Investment Advisors
Texas
$6.52M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$38.7M
5
American Century Companies
5
American Century Companies
Missouri
$11.9M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$63.5M
2
BlackRock
2
BlackRock
New York
$97M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$366K
4
Invesco
4
Invesco
Georgia
$3.79M
5
Boston Partners
5
Boston Partners
Massachusetts
$34M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
76
ExodusPoint Capital Management
New York
$1.01M +$1.01M +13,829 New
AllianceBernstein
77
AllianceBernstein
Tennessee
$1.01M – – –
OQS
78
Occudo Quantitative Strategies
Florida
$986K +$683K +9,356 +226%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$979K +$16.6K +227 +2%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$966K -$17K -233 -2%
TI
81
Trexquant Investment
Connecticut
$942K +$942K +12,902 New
Voloridge Investment Management
82
Voloridge Investment Management
Florida
$939K +$507K +6,940 +117%
SIM
83
SummerHaven Investment Management
Connecticut
$914K +$10.7K +147 +1%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$813K -$60.6K -830 -7%
TPSF
85
Texas Permanent School Fund
Texas
$789K -$22.9K -313 -3%
Ensign Peak Advisors
86
Ensign Peak Advisors
Utah
$771K – – –
Canada Life
87
Canada Life
Manitoba, Canada
$767K -$68.8K -945 -8%
UA
88
Unison Advisors
District of Columbia
$727K +$6.21K +85 +0.9%
Los Angeles Capital Management
89
Los Angeles Capital Management
California
$722K -$107K -1,463 -13%
UBS AM
90
UBS AM
Illinois
$720K – – –
Balyasny Asset Management
91
Balyasny Asset Management
Illinois
$719K +$132K +1,804 +22%
First Trust Advisors
92
First Trust Advisors
Illinois
$696K -$117K -1,606 -14%
DIA
93
Dana Investment Advisors
Wisconsin
$685K -$67.4K -922 -9%
PP
94
PDT Partners
New York
$675K +$1.32K +18 +0.2%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$638K -$429K -5,872 -40%
Teacher Retirement System of Texas
96
Teacher Retirement System of Texas
Texas
$619K -$485K -6,640 -44%
WCM
97
Wedge Capital Management
North Carolina
$587K +$63.8K +874 +12%
SOADOR
98
State of Alaska Department of Revenue
Alaska
$568K -$26.3K -360 -4%
VIA
99
Virtus Investment Advisers
Connecticut
$558K – – –
IMRF
100
Illinois Municipal Retirement Fund
Illinois
$526K -$31.5K -431 -6%
2 3
4
5 6