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Preferred Bank

195 hedge funds and large institutions have $783M invested in Preferred Bank in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 73 increasing their positions, 72 reducing their positions, and 16 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.82% more ownership

Funds ownership: 70.09%71.9% (+1.8%)

1% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 72

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
195
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
$240K
Puts
$58K
Net Calls
Net Calls Change

Top Sellers

1 -$34.9M
2 -$5.75M
3 -$4.85M
4
Invesco
Invesco
Georgia
-$2.76M
5
Boston Partners
Boston Partners
Massachusetts
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$513K
102
$510K
103
$510K
104
$510K
105
$510K
106
$503K
107
$502K
108
$485K
109
$478K
110
$466K
111
$460K
112
$444K
113
$431K
114
$419K
115
$416K
116
$402K
117
$397K
118
$395K
119
$394K
120
$386K
121
$378K
122
$374K
123
$369K
124
$366K
125
$358K