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Preferred Bank
PFBC

Overview Fund Activity

128 hedge funds and large institutions have $622M invested in Preferred Bank in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 46 reducing their positions, and 14 closing their positions.

Holders
128
Holders Change
+2
Holders Change %
+1.59%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
41
Reduced
46
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$13.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$18.7M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$9.63M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$13.5M
5
Ameriprise
5
Ameriprise
Minnesota
$11.6M

Top Sellers

1
SFM
1
Systematic Financial Management
New Jersey
$2.68M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$2.22M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$4.91M
4
PI
4
Putnam Investments
Massachusetts
$887K
5
SCA
5
Stieven Capital Advisors
Missouri
$23.6M
Name Market Value Shares Shares
Change 		Shares
Change %
FIM
101
Freedom Investment Management
Connecticut
$266K 4,405 -81 -2%
SBIA
102
Sheaff Brock Investment Advisors
Indiana
$248K 4,115 – –
AIA
103
Affinity Investment Advisors
California
$242K 4,016 – –
SCM
104
Stevens Capital Management
Pennsylvania
$237K 3,924 +3,924 New
UBS AM
105
UBS AM
Illinois
$233K 3,865 – –
Squarepoint
106
Squarepoint
New York
$232K 3,839 +3,839 New
ARTA
107
A.R.T. Advisors
New York
$217K 3,600 +3,600 New
Legal & General Group
108
Legal & General Group
United Kingdom
$207K 3,429 +531 +18%
US Bancorp
109
US Bancorp
Minnesota
$173K 2,872 -382 -12%
HR
110
Howe & Rusling
New York
$160K 2,650 – –
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$146K 2,415 +1,076 +80%
FQ
112
First Quadrant
California
$139K 2,300 – –
MOACM
113
Mutual of America Capital Management
New York
$109K 1,800 – –
UBS Group
114
UBS Group
Switzerland
$95K 1,572 +1,205 +328%
Citigroup
115
Citigroup
New York
$87K 1,443 -286 -17%
Canada Life
116
Canada Life
Manitoba, Canada
$83K 1,380 – –
AIP
117
Ameritas Investment Partners
Nebraska
$56K 1,057 – –
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$50K 833 – –
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$48K 800 +800 New
TRCT
120
Tower Research Capital (TRC)
New York
$45K 748 +748 New
MAM
121
Meeder Asset Management
Ohio
$43K 718 +718 New
Barclays
122
Barclays
United Kingdom
$36K 608 +516 +561%
VFA
123
Valeo Financial Advisors
Indiana
$20K 334 +334 New
HNB
124
Huntington National Bank
Ohio
$20K 337 +337 New
PFC
125
Phocas Financial Corp
California
$16K 267,462 +106,185 +66%
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