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Preferred Bank
PFBC

Overview Fund Activity

132 hedge funds and large institutions have $726M invested in Preferred Bank in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 52 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
-8
Holders Change %
-5.71%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
17
Increased
43
Reduced
52
Closed
23
Calls
$229K
Puts
$624K
Net Calls
-$395K
Net Calls Change
-$199K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$18.4M
2
PFC
2
Phocas Financial Corp
California
$9.97M
3
PFMOSF
3
Philadelphia Financial Management of San Francisco
California
$9.08M
4
SCA
4
Stieven Capital Advisors
Missouri
$16.9M
5
State Street
5
State Street
Massachusetts
$36.4M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$13.8M
3
Northern Trust
3
Northern Trust
Illinois
$13.4M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$2.13M
5
RC
5
Roubaix Capital
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ProShare Advisors
101
ProShare Advisors
Maryland
$260K +$260K +4,083 New
SBIA
102
Sheaff Brock Investment Advisors
Indiana
$255K – – –
6M
103
6 Meridian
Kansas
$228K +$228K +3,575 New
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$226K -$511K -8,040 -69%
MYIA
105
Mount Yale Investment Advisors
Colorado
$206K +$206K +3,234 New
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$205K +$205K +3,215 New
Ensign Peak Advisors
107
Ensign Peak Advisors
Utah
$204K +$82.9K +1,300 +68%
CSS
108
Cubist Systematic Strategies
Connecticut
$203K -$110K -1,725 -35%
SG Americas Securities
109
SG Americas Securities
New York
$190K -$317K -4,980 -63%
MOACM
110
Mutual of America Capital Management
New York
$115K +$6.67K +105 +6%
Osaic Holdings
111
Osaic Holdings
Arizona
$100K +$11.5K +180 +13%
AIP
112
Ameritas Investment Partners
Nebraska
$78K – – –
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$76K – – –
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$55K +$258 +4 +0.5%
PAM
115
Panagora Asset Management
Massachusetts
$50K – – –
TRCT
116
Tower Research Capital (TRC)
New York
$36K -$76.6K -1,204 -68%
Lazard Asset Management
117
Lazard Asset Management
New York
$30K +$30K +473 New
Federated Hermes
118
Federated Hermes
Pennsylvania
$27K -$21.3K -338 -44%
PFBT
119
Parkside Financial Bank & Trust
Missouri
$22K +$17K +268 +339%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$10K +$8.21K +138 +460%
FPS
121
Fieldpoint Private Securities
Connecticut
$6K – – –
SO
122
STRS Ohio
Ohio
$6K – – –
US Bancorp
123
US Bancorp
Minnesota
$3K – – –
S
124
SignatureFD
Georgia
$2K -$611 -11 -23%
QCG
125
Quadrant Capital Group
Ohio
$2K – – –
3 4
5
6 7