PFBC icon

Preferred Bank
PFBC

Overview Fund Activity

137 hedge funds and large institutions have $518M invested in Preferred Bank in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 41 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-6
Holders Change %
-4.2%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
62
Reduced
41
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$7.86M
2
BlackRock
BlackRock
New York
+$5.12M
3
JC
JCSD Capital
California
+$2.6M
4
Marshall Wace
Marshall Wace
United Kingdom
+$2.28M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.7M
2
State Street
State Street
Massachusetts
-$5.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$5M
4
PCM
Portolan Capital Management
Massachusetts
-$4.51M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
126
Valeo Financial Advisors
Indiana
$14K – – –
PFBT
127
Parkside Financial Bank & Trust
Missouri
$13K +$6.12K +143 +89%
HR
128
Howe & Rusling
New York
$12K -$20.8K -495 -63%
CCM
129
Copeland Capital Management
Pennsylvania
$10K +$10K +220 New
SO
130
STRS Ohio
Ohio
$4K – – –
AG
131
Advisor Group
Arizona
$3K +$3K +75 New
JA
132
JOYN Advisors
Georgia
$2K +$1.84K +34 +1,133%
FGC
133
Financial Gravity Companies
Texas
$1K +$1K +22 New
CAM
134
Cresset Asset Management
Illinois
$1K +$1K +29 New
BNP Paribas Financial Markets
135
BNP Paribas Financial Markets
France
$173 -$36.2K -837 -100%
GT
136
Glenmede Trust
Pennsylvania
$2 +$2 +66 New
PCM
137
Portolan Capital Management
Massachusetts
– -$4.51M -77,098 Closed
SLG
138
Stanley-Laman Group
Pennsylvania
– -$852K -14,557 Closed
AA
139
AlphaMark Advisors
Kentucky
– -$757K -12,941 Closed
GC
140
Guggenheim Capital
Illinois
– -$551K -9,420 Closed
Manulife (Manufacturers Life Insurance)
141
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$518K -8,863 Closed
SCM
142
Stevens Capital Management
Pennsylvania
– -$517K -8,844 Closed
CMANY
143
Capital Management Associates (New York)
New York
– -$351K -6,000 Closed
CGH
144
Crossmark Global Holdings
Texas
– -$336K -5,750 Closed
BFM
145
Boothbay Fund Management
New York
– -$322K -5,500 Closed
FIM
146
Freedom Investment Management
Connecticut
– -$277K -4,519 Closed
CIBC World Market
147
CIBC World Market
Ontario, Canada
– -$251K -4,290 Closed
AWCI
148
Alpine Woods Capital Investors
New York
– -$234K -4,000 Closed
SBIA
149
Sheaff Brock Investment Advisors
Indiana
– -$234K -4,000 Closed
MYIA
150
Mount Yale Investment Advisors
Colorado
– -$112K -2,116 Closed
3 4 5
6
7