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Preferred Bank
PFBC

Overview Fund Activity

119 hedge funds and large institutions have $399M invested in Preferred Bank in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-15
Holders Change %
-11.19%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
46
Reduced
39
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.69M
2
Principal Financial Group
Principal Financial Group
Iowa
+$7.89M
3
Invesco
Invesco
Georgia
+$7.26M
4
PFC
Phocas Financial Corp
California
+$5.08M
5
Victory Capital Management
Victory Capital Management
Texas
+$1.91M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$3.82M
2
PI
Putnam Investments
Massachusetts
-$3.75M
3
SCA
Stieven Capital Advisors
Missouri
-$3.69M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$3.3M
5
BlackRock
BlackRock
New York
-$3.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
101
Tower Research Capital (TRC)
New York
$26K +$26K +760 New
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$24K +$1.75K +50 +8%
GT
103
Glenmede Trust
Pennsylvania
$19K – – –
Osaic Holdings
104
Osaic Holdings
Arizona
$19K +$19K +579 New
Federated Hermes
105
Federated Hermes
Pennsylvania
$18K +$1.51K +46 +9%
PFBT
106
Parkside Financial Bank & Trust
Missouri
$13K +$1.47K +45 +13%
SWA
107
Sutton Wealth Advisors
Florida
$6.22K – – –
SO
108
STRS Ohio
Ohio
$3K – – –
LC
109
Lindbrook Capital
California
$2K +$2K +59 New
PA
110
Procyon Advisors
Connecticut
$1K -$471 -8 -32%
Toronto Dominion Bank
111
Toronto Dominion Bank
Ontario, Canada
$1K – – –
AA
112
AlphaMark Advisors
Kentucky
$1K – – –
S
113
SignatureFD
Georgia
$1K +$182 +8 +22%
ASN
114
Advisory Services Network
Georgia
$1K +$500 +10 +100%
FAM
115
Fred Alger Management
New York
$1K +$1K +20 New
FGAM
116
Financial Gravity Asset Management
Texas
$631 +$299 +9 +90%
PI
117
Putnam Investments
Massachusetts
– -$3.75M -62,400 Closed
Baird Financial Group
118
Baird Financial Group
Wisconsin
– -$3.3M -54,918 Closed
MSL
119
Mackay Shields LLC
New York
– -$1.98M -33,000 Closed
JG
120
Jefferies Group
New York
– -$1.5M -25,000 Closed
GC
121
Guggenheim Capital
Illinois
– -$1.13M -18,870 Closed
Citadel Advisors
122
Citadel Advisors
Florida
– -$975K -16,229 Closed
SGI
123
Summit Global Investments
Utah
– -$799K -13,300 Closed
AG
124
Algert Global
California
– -$684K -11,390 Closed
ASRS
125
Arizona State Retirement System
Arizona
– -$545K -9,074 Closed
2 3 4
5
6