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Preferred Bank

186 hedge funds and large institutions have $650M invested in Preferred Bank in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 59 increasing their positions, 70 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

9% more capital invested

Capital invested by funds: $595M → $650M (+$54.9M)

2.43% less ownership

Funds ownership: 72.51%70.09% (-2.4%)

16% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 70

Holders
186
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$486K
Puts
$50K
Net Calls
Net Calls Change

Top Sellers

1 -$24.1M
2 -$5.32M
3 -$3.51M
4
JP Morgan Chase
JP Morgan Chase
New York
-$2.64M
5
Invesco
Invesco
Georgia
-$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$475K
102
$457K
103
$448K
104
$446K
105
$445K
106
$441K
107
$417K
108
$407K
109
$395K
110
$377K
111
$376K
112
$373K
113
$368K
114
$367K
115
$355K
116
$349K
117
$349K
118
$337K
119
$324K
120
$320K
121
$319K
122
$315K
123
$312K
124
$311K
125
$309K