PFBC icon

Preferred Bank
PFBC

Overview Fund Activity

195 hedge funds and large institutions have $812M invested in Preferred Bank in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 85 reducing their positions, and 19 closing their positions.

Holders
195
Holders Change
–
Holders Change %
0%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
56
Reduced
85
Closed
19
Calls
$77K
Puts
$430K
Net Calls
-$353K
Net Calls Change
-$535K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$31.2M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$82.5M
3
DIA
3
Dana Investment Advisors
Wisconsin
$7.05M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$5.95M
5
American Century Companies
5
American Century Companies
Missouri
$16.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.4M
2
Millennium Management
2
Millennium Management
New York
$7.56M
3
SCA
3
Stieven Capital Advisors
Missouri
$14.6M
4
AG
4
Algert Global
California
$550K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$6.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Tennessee, Department of Treasury
101
State of Tennessee, Department of Treasury
Tennessee
$497K -$910K -11,848 -65%
IB
102
Intrust Bank
Kansas
$491K +$691 +9 +0.1%
Allspring Global Investments
103
Allspring Global Investments
North Carolina
$490K -$45.9K -598 -9%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$488K +$103K +1,348 +27%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$485K -$17.4K -227 -3%
OQS
106
Occudo Quantitative Strategies
Florida
$480K -$557K -7,254 -54%
Deutsche Bank
107
Deutsche Bank
Germany
$477K +$60.2K +784 +14%
LSERS
108
Louisiana State Employees Retirement System
Louisiana
$476K -$7.68K -100 -2%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$469K -$59.2K -771 -11%
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$467K +$99.9K +1,301 +27%
CIA
111
Capital Impact Advisors
Massachusetts
$440K – – –
Teacher Retirement System of Texas
112
Teacher Retirement System of Texas
Texas
$437K -$214K -2,783 -33%
YCM
113
Yousif Capital Management
Michigan
$435K -$93.8K -1,222 -18%
Los Angeles Capital Management
114
Los Angeles Capital Management
California
$429K -$330K -4,300 -44%
Qube Research & Technologies (QRT)
115
Qube Research & Technologies (QRT)
United Kingdom
$420K -$1.69M -22,049 -80%
GCM
116
Gallacher Capital Management
Colorado
$386K -$149K -1,945 -28%
Wells Fargo
117
Wells Fargo
California
$386K +$35.5K +462 +10%
Truist Financial
118
Truist Financial
North Carolina
$377K – – –
P
119
Pitcairn
Pennsylvania
$375K -$12.1K -157 -3%
SEI Investments
120
SEI Investments
Pennsylvania
$370K -$67.1K -874 -15%
TRSOTSOK
121
Teachers Retirement System of the State of Kentucky
Kentucky
$364K – – –
AA
122
ALPS Advisors
Colorado
$362K -$31K -404 -8%
TD Asset Management
123
TD Asset Management
Ontario, Canada
$353K – – –
VOYA Investment Management
124
VOYA Investment Management
Georgia
$346K -$68.6K -893 -17%
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$340K -$1.02M -13,233 -75%
3 4
5
6 7