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Preferred Bank
PFBC

Overview Fund Activity

139 hedge funds and large institutions have $716M invested in Preferred Bank in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-5
Holders Change %
-3.47%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
61
Reduced
46
Closed
17
Calls
–
Puts
$338K
Net Calls
-$338K
Net Calls Change
-$646K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.9M
2
BlackRock
BlackRock
New York
+$9.88M
3
Millennium Management
Millennium Management
New York
+$8.34M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.5M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.5M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$6.83M
3
EI
EAM Investors
California
-$4.02M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$3.37M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOACM
126
Mutual of America Capital Management
New York
$111K – – –
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
$94.7K -$120K -1,947 -56%
Canada Life
128
Canada Life
Manitoba, Canada
$89K – – –
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$72K – – –
AIP
130
Ameritas Investment Partners
Nebraska
$65K – – –
TRCT
131
Tower Research Capital (TRC)
New York
$29K +$29K +471 New
QT
132
Quantbot Technologies
New York
$23K +$7.54K +123 +49%
VFA
133
Valeo Financial Advisors
Indiana
$20K – – –
PIA
134
Piedmont Investment Advisors
North Carolina
$15K +$15K +242 New
PFBT
135
Parkside Financial Bank & Trust
Missouri
$10K +$373 +6 +4%
SO
136
STRS Ohio
Ohio
$6K – – –
PA
137
Parallel Advisors
California
$5K – – –
FGAM
138
Financial Gravity Asset Management
Texas
$2K – – –
SFM
139
Signet Financial Management
New Jersey
$1K +$1K +24 New
Lord, Abbett & Co
140
Lord, Abbett & Co
New Jersey
– -$6.83M -106,450 Closed
EI
141
EAM Investors
California
– -$4.02M -62,550 Closed
TCM
142
Timpani Capital Management
Wisconsin
– -$1.94M -30,238 Closed
EGI
143
EAM Global Investors
California
– -$1.49M -23,232 Closed
WCM
144
Wedge Capital Management
North Carolina
– -$1.43M -22,227 Closed
GC
145
Guggenheim Capital
Illinois
– -$1.17M -18,229 Closed
LSV Asset Management
146
LSV Asset Management
Illinois
– -$1.12M -17,500 Closed
PPA
147
Parametric Portfolio Associates
Washington
– -$1.08M -16,790 Closed
BCM
148
Barometer Capital Management
Ontario, Canada
– -$969K -15,100 Closed
BPM
149
Bowling Portfolio Management
Ohio
– -$953K -14,845 Closed
EGPO
150
EnTrust Global Partners Offshore
New York
– -$476K -7,400 Closed
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