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Preferred Bank
PFBC

Overview Fund Activity

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
Holders
186
Holders Change
+18
Holders Change %
+10.71%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
59
Reduced
70
Closed
13
Calls
$486K
Puts
$50K
Net Calls
+$436K
Net Calls Change
+$679K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$15.1M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$28.9M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$40.9M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$4.31M
5
OAM
5
Oberweis Asset Management
Illinois
$5.14M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.45M
2
Goldman Sachs
2
Goldman Sachs
New York
$7.61M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$8.03M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.41M
5
Invesco
5
Invesco
Georgia
$5.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
IMRF
101
Illinois Municipal Retirement Fund
Illinois
$475K +$475K +7,627 New
AIG
102
American International Group
New York
$457K +$9.4K +151 +2%
MIM
103
MetLife Investment Management
New Jersey
$448K – – –
WCM
104
Wedge Capital Management
North Carolina
$446K -$837K -13,444 -65%
YCM
105
Yousif Capital Management
Michigan
$445K +$12.5K +200 +3%
WG
106
Winton Group
United Kingdom
$441K -$395K -6,350 -47%
LSERS
107
Louisiana State Employees Retirement System
Louisiana
$417K -$12.5K -200 -3%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$407K +$407K +6,540 New
Comerica Bank
109
Comerica Bank
Texas
$395K +$395K +6,349 New
VI
110
Versor Investments
New York
$377K -$598K -9,600 -61%
ETC
111
Exchange Traded Concepts
Oklahoma
$376K -$576K -9,252 -60%
VOYA Investment Management
112
VOYA Investment Management
Georgia
$373K -$5.6K -90 -1%
Voloridge Investment Management
113
Voloridge Investment Management
Florida
$368K +$368K +5,916 New
TD Asset Management
114
TD Asset Management
Ontario, Canada
$367K – – –
SGI
115
Summit Global Investments
Utah
$355K +$75K +1,206 +27%
Deutsche Bank
116
Deutsche Bank
Germany
$349K +$60.8K +976 +21%
SEI Investments
117
SEI Investments
Pennsylvania
$349K -$131K -2,110 -27%
AA
118
ALPS Advisors
Colorado
$337K +$19K +306 +6%
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$324K – – –
AB
120
Amalgamated Bank
New York
$320K -$1.56K -25 -0.5%
Wells Fargo
121
Wells Fargo
California
$319K -$164K -2,636 -34%
Truist Financial
122
Truist Financial
North Carolina
$315K -$62.5K -1,004 -17%
IB
123
Intrust Bank
Kansas
$312K +$71.9K +1,155 +30%
Robeco Institutional Asset Management
124
Robeco Institutional Asset Management
Netherlands
$311K +$311K +4,990 New
P
125
Pitcairn
Pennsylvania
$309K -$6.23K -100 -2%
3 4
5
6 7