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Preferred Bank
PFBC

Overview Fund Activity

129 hedge funds and large institutions have $712M invested in Preferred Bank in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
-3
Holders Change %
-2.27%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
41
Reduced
55
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
Royce & Associates
New York
$6.72M
2
PI
2
Putnam Investments
Massachusetts
$3.51M
3
State Street
3
State Street
Massachusetts
$39.6M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$10.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$5.97M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$34.1M
2
BlackRock
2
BlackRock
New York
$133M
3
Ameriprise
3
Ameriprise
Minnesota
$5.63M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$5.33M
5
Goldman Sachs
5
Goldman Sachs
New York
$7.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
ProShare Advisors
101
ProShare Advisors
Maryland
$250K -$8.68K -137 -3%
Ohio Public Employees Retirement System (OPERS)
102
Ohio Public Employees Retirement System (OPERS)
Ohio
$225K – – –
6M
103
6 Meridian
Kansas
$217K -$9.17K -145 -4%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$203K – – –
MYIA
105
Mount Yale Investment Advisors
Colorado
$202K -$2.47K -39 -1%
Ensign Peak Advisors
106
Ensign Peak Advisors
Utah
$202K – – –
MOACM
107
Mutual of America Capital Management
New York
$122K +$7.47K +118 +7%
Zurich Cantonal Bank
108
Zurich Cantonal Bank
Switzerland
$75K – – –
TRCT
109
Tower Research Capital (TRC)
New York
$72K +$36.3K +575 +102%
AIP
110
Ameritas Investment Partners
Nebraska
$68K -$9.31K -148 -12%
FGAM
111
Financial Gravity Asset Management
Texas
$63K -$1 – –
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$55K +$384 +6 +0.7%
Osaic Holdings
113
Osaic Holdings
Arizona
$39K -$59.9K -947 -61%
MIM
114
Macroview Investment Management
Maryland
$34K +$34K +535 New
Lazard Asset Management
115
Lazard Asset Management
New York
$29K – – –
PFBT
116
Parkside Financial Bank & Trust
Missouri
$22K +$556 +9 +3%
FPS
117
Fieldpoint Private Securities
Connecticut
$6K – – –
SO
118
STRS Ohio
Ohio
$6K – – –
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$3K -$6K -112 -67%
US Bancorp
120
US Bancorp
Minnesota
$3K – – –
PAM
121
Panagora Asset Management
Massachusetts
$2K -$56.7K -766 -97%
QCG
122
Quadrant Capital Group
Ohio
$2K – – –
VCM
123
Versant Capital Management
Arizona
$2K – – –
LC
124
Lindbrook Capital
California
$2K – – –
MAM
125
Meeder Asset Management
Ohio
$2K +$222 +3 +13%
2 3 4
5
6