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Preferred Bank

163 hedge funds and large institutions have $828M invested in Preferred Bank in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 44 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more funds holding

Funds holding: 145163 (+18)

1.05% more ownership

Funds ownership: 73.96%75.01% (+1%)

5% more capital invested

Capital invested by funds: $791M → $828M (+$36.9M)

29% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 62

Holders
163
Holders Change
+18
Holders Change %
+12.41%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
29
Increased
44
Reduced
62
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$451K -$279K -3,604 -37%
Toronto Dominion Bank
102
Toronto Dominion Bank
Ontario, Canada
$441K +$461K +5,950 New
VOYA Investment Management
103
VOYA Investment Management
Georgia
$432K +$11.8K +152 +3%
Squarepoint
104
Squarepoint
New York
$421K -$101K -1,307 -19%
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$417K -$106K -1,375 -20%
MSRPS
106
Maryland State Retirement & Pension System
Maryland
$401K -$2.79K -36 -0.7%
OPERF
107
Oregon Public Employees Retirement Fund
Oregon
$401K
IA
108
IndexIQ Advisors
New York
$397K -$99.1K -1,280 -19%
D.E. Shaw & Co
109
D.E. Shaw & Co
New York
$393K -$154K -1,988 -27%
P
110
Pitcairn
Pennsylvania
$385K +$402K +5,190 New
HWAM
111
Hennion & Walsh Asset Management
New Jersey
$379K +$396K +5,112 New
Russell Investments Group
112
Russell Investments Group
United Kingdom
$378K
EGM
113
Engineers Gate Manager
New York
$325K -$168K -2,173 -33%
TRSOTSOK
114
Teachers Retirement System of the State of Kentucky
Kentucky
$319K
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$315K -$573K -7,402 -64%
GCM
116
Graham Capital Management
Connecticut
$312K +$327K +4,219 New
ASRS
117
Arizona State Retirement System
Arizona
$300K +$1.63K +21 +0.5%
SBIA
118
Sheaff Brock Investment Advisors
Indiana
$296K
AG
119
Algert Global
California
$276K +$289K +3,729 New
Ensign Peak Advisors
120
Ensign Peak Advisors
Utah
$267K
Qube Research & Technologies (QRT)
121
Qube Research & Technologies (QRT)
United Kingdom
$265K +$277K +3,571 New
MYIA
122
Mount Yale Investment Advisors
Colorado
$251K +$20.2K +261 +8%
Connor, Clark & Lunn Investment Management (CC&L)
123
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$239K -$463K -5,974 -65%
State Board of Administration of Florida Retirement System
124
State Board of Administration of Florida Retirement System
Florida
$238K
Stifel Financial
125
Stifel Financial
Missouri
$229K +$239K +3,088 New

PFBC Hedge Fund Activity: Q1 2022 in Review

163 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Preferred Bank (PFBC) for Q1 2022, worth a combined $828M — up 4.7% from $791M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PFBC positions and 11 closed out — a net gain of 18 holders — while 44 added to existing stakes and 62 trimmed.

The largest buyer was Invesco, adding an estimated $8.06M. The largest seller was Ameriprise, cutting an estimated $5.57M.

  • 163 institutional investors held Preferred Bank (PFBC) as of Q1 2022, up from 145 in Q4 2021.
  • Funds reported $828M of Preferred Bank stock for Q1 2022, up 4.7% quarter-over-quarter.
  • 29 funds opened new Preferred Bank positions in Q1 2022 and 11 closed out, a net change of +18 holders.
  • The largest Preferred Bank buyer in Q1 2022 was Invesco, an estimated $8.06M added.
  • The largest Preferred Bank seller in Q1 2022 was Ameriprise, an estimated $5.57M sold.

Based on aggregated 13F filings for Q1 2022.