PFBC icon

Preferred Bank
PFBC

Overview Fund Activity

127 hedge funds and large institutions have $736M invested in Preferred Bank in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
-2
Holders Change %
-1.55%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
44
Reduced
49
Closed
8
Calls
$1.21M
Puts
–
Net Calls
+$1.21M
Net Calls Change
+$1.21M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$10.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$59.9M
3
Bank of America
3
Bank of America
North Carolina
$3.21M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$1.74M
5
SG Americas Securities
5
SG Americas Securities
New York
$1.15M

Top Sellers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$0
2
State Street
2
State Street
Massachusetts
$38.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$5.07M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.69M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGM
101
Engineers Gate Manager
New York
$246K -$235K -3,519 -49%
MLICM
102
Metropolitan Life Insurance Company (MetLife)
New York
$241K -$55.1K -827 -19%
Ohio Public Employees Retirement System (OPERS)
103
Ohio Public Employees Retirement System (OPERS)
Ohio
$237K – – –
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$214K – – –
MYIA
105
Mount Yale Investment Advisors
Colorado
$212K -$933 -14 -0.4%
TRCT
106
Tower Research Capital (TRC)
New York
$125K +$49K +735 +64%
MOACM
107
Mutual of America Capital Management
New York
$122K -$6.32K -95 -5%
Zurich Cantonal Bank
108
Zurich Cantonal Bank
Switzerland
$80K – – –
AIP
109
Ameritas Investment Partners
Nebraska
$72K – – –
FGAM
110
Financial Gravity Asset Management
Texas
$67K -$63K – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
111
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$60K +$60K +900 New
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$58K +$135 +2 +0.2%
Osaic Holdings
113
Osaic Holdings
Arizona
$42K +$801 +12 +2%
Lazard Asset Management
114
Lazard Asset Management
New York
$28K -$2.87K -44 -9%
PFBT
115
Parkside Financial Bank & Trust
Missouri
$24K +$398 +6 +2%
FPS
116
Fieldpoint Private Securities
Connecticut
$7K – – –
SO
117
STRS Ohio
Ohio
$6K – – –
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$3K – – –
US Bancorp
119
US Bancorp
Minnesota
$3K – – –
VCM
120
Versant Capital Management
Arizona
$3K +$429 +6 +17%
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$3K +$2.51K +41 +513%
MAM
122
Meeder Asset Management
Ohio
$2K -$250 -3 -11%
LC
123
Lindbrook Capital
California
$2K – – –
QCG
124
Quadrant Capital Group
Ohio
$2K – – –
HNB
125
Huntington National Bank
Ohio
$2K +$2K +25 New
2 3 4
5
6