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Preferred Bank
PFBC

Overview Fund Activity

144 hedge funds and large institutions have $737M invested in Preferred Bank in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+6
Holders Change %
+4.35%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
24
Increased
52
Reduced
49
Closed
17
Calls
$308K
Puts
–
Net Calls
+$308K
Net Calls Change
+$525K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$20.5M
2
Boston Partners
Boston Partners
Massachusetts
+$14.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$12.7M
4
State Street
State Street
Massachusetts
+$5.95M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$5.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$15.5M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$4.58M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.38M
4
Deutsche Bank
Deutsche Bank
Germany
-$3.06M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
-$2.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
126
Howe & Rusling
New York
$170K – – –
UBS Group
127
UBS Group
Switzerland
$170K +$147K +2,299 +653%
Legal & General Group
128
Legal & General Group
United Kingdom
$164K -$42.8K -668 -21%
FQ
129
First Quadrant
California
$148K – – –
MYIA
130
Mount Yale Investment Advisors
Colorado
$129K +$129K +2,005 New
MOACM
131
Mutual of America Capital Management
New York
$116K – – –
Canada Life
132
Canada Life
Manitoba, Canada
$93K +$4.18K +65 +5%
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$76K – – –
AIP
134
Ameritas Investment Partners
Nebraska
$68K – – –
MAM
135
Meeder Asset Management
Ohio
$28K -$14K -220 -33%
VFA
136
Valeo Financial Advisors
Indiana
$21K – – –
AG
137
Advisor Group
Arizona
$20K +$20K +315 New
QT
138
Quantbot Technologies
New York
$16K +$16K +252 New
PFBT
139
Parkside Financial Bank & Trust
Missouri
$10K +$10K +155 New
SO
140
STRS Ohio
Ohio
$6K – – –
PA
141
Parallel Advisors
California
$5K – – –
FGC
142
Financial Gravity Companies
Texas
$2K +$345 +5 +21%
APP
143
Avantax Planning Partners
Iowa
$2K +$2K +28 New
FGAM
144
Financial Gravity Asset Management
Texas
$2K +$2K +29 New
OSAM
145
O'Shaughnessy Asset Management
Connecticut
– -$2.83M -48,169 Closed
3C
146
361 Capital
Colorado
– -$2.17M -36,854 Closed
Arrowstreet Capital
147
Arrowstreet Capital
Massachusetts
– -$1.95M -33,206 Closed
TIAAOA
148
Teachers Insurance & Annuity Association of America
New York
– -$1.35M -22,916 Closed
DTL
149
Dynamic Technology Lab
Singapore
– -$912K -15,512 Closed
Squarepoint
150
Squarepoint
New York
– -$302K -5,133 Closed
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