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Preferred Bank
PFBC

Overview Fund Activity

144 hedge funds and large institutions have $737M invested in Preferred Bank in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+6
Holders Change %
+4.35%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
24
Increased
52
Reduced
49
Closed
17
Calls
$308K
Puts
–
Net Calls
+$308K
Net Calls Change
+$525K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$20.5M
2
Boston Partners
Boston Partners
Massachusetts
+$14.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$12.7M
4
State Street
State Street
Massachusetts
+$5.95M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$5.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$15.5M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$4.58M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.38M
4
Deutsche Bank
Deutsche Bank
Germany
-$3.06M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
-$2.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
101
Federation des caisses Desjardins du Quebec
Quebec, Canada
$328K -$75.6K -1,178 -19%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$323K – – –
D.E. Shaw & Co
103
D.E. Shaw & Co
New York
$322K +$76.9K +1,200 +31%
PCM
104
Palouse Capital Management
Washington
$322K +$322K +5,018 New
MWNA
105
Marshall Wace North America
New York
$319K -$574K -8,934 -64%
Los Angeles Capital Management
106
Los Angeles Capital Management
California
$307K +$8.03K +125 +3%
PPCM
107
Pillar Pacific Capital Management
California
$292K +$292K +4,550 New
Victory Capital Management
108
Victory Capital Management
Texas
$287K +$287K +4,471 New
FIM
109
Freedom Investment Management
Connecticut
$286K -$72.5K -1,128 -20%
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$285K +$1.28K +20 +0.5%
KA
111
Kaizen Advisory
Illinois
$278K +$278K +4,333 New
FMT
112
First Mercantile Trust
Tennessee
$269K -$10.5K -163 -4%
HSBC Holdings
113
HSBC Holdings
United Kingdom
$267K +$267K +4,153 New
AWCI
114
Alpine Woods Capital Investors
New York
$257K -$96.4K -1,500 -27%
SBIA
115
Sheaff Brock Investment Advisors
Indiana
$257K – – –
OAM
116
Oxford Asset Management
United Kingdom
$253K +$253K +3,934 New
Citigroup
117
Citigroup
New York
$251K +$50.5K +788 +25%
UBS AM
118
UBS AM
Illinois
$248K – – –
Man Group
119
Man Group
United Kingdom
$243K +$243K +3,790 New
AA
120
AlphaMark Advisors
Kentucky
$225K +$225K +3,500 New
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$224K -$110K -1,710 -33%
SCM
122
Stevens Capital Management
Pennsylvania
$220K +$220K +3,434 New
ARTA
123
A.R.T. Advisors
New York
$213K -$17.3K -270 -8%
Balyasny Asset Management
124
Balyasny Asset Management
Illinois
$211K -$90.1K -1,400 -30%
US Bancorp
125
US Bancorp
Minnesota
$186K +$4.63K +72 +3%
3 4
5
6 7