Preferred Bank
PFBC
208 hedge funds and large institutions have $821M invested in Preferred Bank in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 69 reducing their positions, and 19 closing their positions.
74% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 19
7% more funds holding
Funds holding: 195 → 208 (+13)
1.96% more ownership
Funds ownership: 72% → 73.96% (+2%)
6% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 69
1% more capital invested
Capital invested by funds: $812M → $821M (+$9.07M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $332K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$7.09M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$4.95M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$4.69M |
| 4 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$4.57M |
| 5 |
Goldman Sachs
New York
|
+$2.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
-$3.7M |
| 2 |
JP Morgan Chase
New York
|
-$2.08M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$1.53M |
| 4 |
State Street
Boston,
Massachusetts
|
-$1.1M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$1.08M |
PFBC Hedge Fund Activity: Q2 2024 in Review
208 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Preferred Bank (PFBC) for Q2 2024, worth a combined $821M — up 1.1% from $812M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new PFBC positions and 19 closed out — a net gain of 14 holders — while 73 added to existing stakes and 69 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $7.09M. The largest seller was HSBC Holdings, cutting an estimated $3.7M.
- 208 institutional investors held Preferred Bank (PFBC) as of Q2 2024, up from 195 in Q1 2024.
- Funds reported $821M of Preferred Bank stock for Q2 2024, up 1.1% quarter-over-quarter.
- 33 funds opened new Preferred Bank positions in Q2 2024 and 19 closed out, a net change of +14 holders.
- The largest Preferred Bank buyer in Q2 2024 was LSV Asset Management, an estimated $7.09M added.
- The largest Preferred Bank seller in Q2 2024 was HSBC Holdings, an estimated $3.7M sold.
Based on aggregated 13F filings for Q2 2024.