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Preferred Bank
PFBC

Overview Fund Activity

134 hedge funds and large institutions have $707M invested in Preferred Bank in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
-2
Holders Change %
-1.47%
% of All Funds
2.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
52
Reduced
50
Closed
13
Calls
$288K
Puts
–
Net Calls
+$288K
Net Calls Change
-$16K

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$20.9M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$6.85M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$8.15M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$4.85M
5
Invesco
5
Invesco
Georgia
$4.61M

Top Sellers

1
PFC
1
Phocas Financial Corp
California
$9.82M
2
Boston Partners
2
Boston Partners
Massachusetts
$18.7M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$47.8M
4
CEP
4
Chicago Equity Partners
Illinois
$378K
5
MSL
5
Mackay Shields LLC
New York
$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$267K +$65.4K +1,088 +32%
TRSOTSOK
102
Teachers Retirement System of the State of Kentucky
Kentucky
$258K – – –
CIBC World Market
103
CIBC World Market
Ontario, Canada
$247K – – –
SBIA
104
Sheaff Brock Investment Advisors
Indiana
$240K – – –
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$187K +$51.1K +851 +38%
AAM
106
Advisors Asset Management
Colorado
$142K -$99.5K -1,650 -41%
MOACM
107
Mutual of America Capital Management
New York
$137K -$1.62K -27 -1%
LIA
108
LS Investment Advisors
Michigan
$115K +$90K +1,501 +360%
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$108K +$108K +1,800 New
AIP
110
Ameritas Investment Partners
Nebraska
$74K +$10.4K +172 +16%
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$72K +$37.9K +628 +111%
FGAM
112
Financial Gravity Asset Management
Texas
$60K +$6K +1 +11%
FQ
113
First Quadrant
California
$53K – – –
PAM
114
Panagora Asset Management
Massachusetts
$48K – – –
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$38K -$25.4K -425 -40%
AG
116
Advisor Group
Arizona
$32K +$2.64K +45 +9%
Federated Hermes
117
Federated Hermes
Pennsylvania
$31K -$2.71K -44 -8%
IUHSA
118
Itau Unibanco Holding S.A.
Brazil
$22K +$22K +374 New
PFBT
119
Parkside Financial Bank & Trust
Missouri
$21K -$59 -1 -0.3%
GT
120
Glenmede Trust
Pennsylvania
$19K +$3.66K +62 +24%
CCM
121
Copeland Capital Management
Pennsylvania
$17K – – –
OSAM
122
O'Shaughnessy Asset Management
Connecticut
$17K +$17K +286 New
SWA
123
Sutton Wealth Advisors
Florida
$11.1K – – –
VCM
124
Versant Capital Management
Arizona
$11K -$234 -4 -2%
HR
125
Howe & Rusling
New York
$11K – – –
2 3 4
5
6