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Preferred Bank
PFBC

Overview Fund Activity

220 hedge funds and large institutions have $994M invested in Preferred Bank in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 79 reducing their positions, and 19 closing their positions.

Holders
220
Holders Change
+4
Holders Change %
+1.85%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
25
Increased
73
Reduced
79
Closed
19
Calls
$380K
Puts
$35K
Net Calls
+$345K
Net Calls Change
+$730K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$17.5M
2
WAM
2
Weiss Asset Management
Massachusetts
$7.12M
3
KCM
3
Kennedy Capital Management
Missouri
$7.79M
4
American Century Companies
4
American Century Companies
Missouri
$17.2M
5
State Street
5
State Street
Massachusetts
$55.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$21.3M
2
BlackRock
2
BlackRock
New York
$111M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$11.5M
4
GCP
4
GSA Capital Partners
United Kingdom
$512K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$1.34M
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
76
AllianceBernstein
Tennessee
$1.19M 13,800 – –
WG
77
Winton Group
United Kingdom
$1.17M 13,587 +1 +0%
Rafferty Asset Management
78
Rafferty Asset Management
New York
$1.16M 13,477 -2,270 -14%
Janus Henderson Group
79
Janus Henderson Group
United Kingdom
$1.09M 12,612 -99 -0.8%
Macquarie Group
80
Macquarie Group
Australia
$1.05M 12,100 – –
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$1.04M 12,040 -129 -1%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$996K 11,531 – –
KK
83
KLP Kapitalforvaltning
Norway
$916K 10,600 +10,600 New
HighTower Advisors
84
HighTower Advisors
Illinois
$900K 10,418 -272 -3%
UA
85
Unison Advisors
District of Columbia
$890K 10,307 +85 +0.8%
SIM
86
SummerHaven Investment Management
Connecticut
$886K 10,255 – –
SEI Investments
87
SEI Investments
Pennsylvania
$884K 10,237 +4,875 +91%
Ensign Peak Advisors
88
Ensign Peak Advisors
Utah
$868K 10,043 – –
Fisher Asset Management
89
Fisher Asset Management
Washington
$843K 9,756 +9,756 New
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$828K 9,586 -153 -2%
JF
91
Jump Financial
Illinois
$790K 9,148 +185 +2%
WCM
92
Wedge Capital Management
North Carolina
$779K 9,015 -277 -3%
Mirae Asset Global Investments
93
Mirae Asset Global Investments
South Korea
$778K 8,976 +1,463 +19%
IB
94
Intrust Bank
Kansas
$763K 8,835 +1,404 +19%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$758K 8,773 -4,384 -33%
State of Tennessee, Department of Treasury
96
State of Tennessee, Department of Treasury
Tennessee
$721K 8,349 +4,948 +145%
Los Angeles Capital Management
97
Los Angeles Capital Management
California
$707K 8,183 – –
XT
98
XTX Topco
Cayman Islands
$696K 8,063 +2,447 +44%
Wells Fargo
99
Wells Fargo
California
$678K 7,848 +1,588 +25%
DA
100
Denali Advisors
California
$674K 7,800 +7,800 New
2 3
4
5 6