PFBC icon

Preferred Bank
PFBC

Overview Fund Activity

138 hedge funds and large institutions have $652M invested in Preferred Bank in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+10
Holders Change %
+7.81%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
55
Reduced
45
Closed
10
Calls
–
Puts
$217K
Net Calls
-$217K
Net Calls Change
-$217K

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$10.4M
2
Allianz Asset Management
Allianz Asset Management
Germany
$15.8M
3
CCI
Columbus Circle Investors
$5.31M
4
Millennium Management
Millennium Management
New York
$17.1M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$41.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$74.6M
2
RHCA
Rosenthal Henry Capital Advisors
Indiana
$0
3
NFA
Nationwide Fund Advisors
Ohio
$0
4
AQR Capital Management
AQR Capital Management
Connecticut
$2.61M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$5.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
126
Ameritas Investment Partners
Nebraska
$62K – – –
MAM
127
Meeder Asset Management
Ohio
$39K -$3.36K -57 -8%
HNB
128
Huntington National Bank
Ohio
$24K +$4.18K +71 +21%
UBS Group
129
UBS Group
Switzerland
$21K -$72.8K -1,220 -78%
VFA
130
Valeo Financial Advisors
Indiana
$20K – – –
TRCT
131
Tower Research Capital (TRC)
New York
$5K -$36.1K -657 -88%
SO
132
STRS Ohio
Ohio
$5K – – –
PA
133
Parallel Advisors
California
$5K – – –
BTIS
134
BB&T Investment Services
North Carolina
$4K – – –
CA
135
Calton & Associates
Florida
$3K +$3K +47 New
FMA
136
FNY Managed Accounts
New York
$3K +$3K +57 New
FGC
137
Financial Gravity Companies
Texas
$2K +$2K +24 New
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +33 New
RHCA
139
Rosenthal Henry Capital Advisors
Indiana
– -$3.02M -49,975 Closed
NFA
140
Nationwide Fund Advisors
Ohio
– -$2.79M -46,144 Closed
Bessemer Group
141
Bessemer Group
New Jersey
– -$1.32M -21,900 Closed
OAM
142
Oxford Asset Management
United Kingdom
– -$895K -14,815 Closed
PI
143
Putnam Investments
Massachusetts
– -$887K -14,700 Closed
SIM
144
Spark Investment Management
New York
– -$687K -11,400 Closed
MC
145
Menta Capital
California
– -$646K -10,700 Closed
WCA
146
Waratah Capital Advisors
Ontario, Canada
– -$500K -8,285 Closed
SCM
147
Stevens Capital Management
Pennsylvania
– -$237K -3,924 Closed
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
– -$48K -800 Closed
2 3 4 5
6