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Preferred Bank

137 hedge funds and large institutions have $552M invested in Preferred Bank in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 61 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-9
Holders Change %
-6.16%
% of All Funds
2.98%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
61
Reduced
48
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFBT
126
Parkside Financial Bank & Trust
Missouri
$17K +$2.09K +44 +14%
VFA
127
Valeo Financial Advisors
Indiana
$16K
CCM
128
Copeland Capital Management
Pennsylvania
$14K +$531 +11 +4%
TRCT
129
Tower Research Capital (TRC)
New York
$11K +$11K +231 New
VCM
130
Versant Capital Management
Arizona
$9K -$11.7K -250 -57%
HR
131
Howe & Rusling
New York
$9K
SWA
132
Sutton Wealth Advisors
Florida
$8.69K
SO
133
STRS Ohio
Ohio
$4K
Toronto Dominion Bank
134
Toronto Dominion Bank
Ontario, Canada
$1K +$501 +28 +100%
AA
135
AlphaMark Advisors
Kentucky
$1K
GT
136
Glenmede Trust
Pennsylvania
$14
RCAMU
137
Rothschild & Co Asset Management US
Connecticut
-$5.81M -129,243 Closed
Russell Investments Group
138
Russell Investments Group
United Kingdom
-$812K -18,046 Closed
OCG
139
Opus Capital Group
Ohio
-$778K -17,289 Closed
SEI Investments
140
SEI Investments
Pennsylvania
-$639K -14,211 Closed
PP
141
Paloma Partners
Connecticut
-$551K -12,255 Closed
BPM
142
Bowling Portfolio Management
Ohio
-$530K -11,778 Closed
AIMCA
143
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$517K -11,500 Closed
SIM
144
Spark Investment Management
New York
-$476K -10,600 Closed
BRF
145
B. Riley Financial
California
-$331K -7,357 Closed
Tudor Investment Corp
146
Tudor Investment Corp
Connecticut
-$226K -5,017 Closed
FDCDDQ
147
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$148K -3,291 Closed
CIP
148
Convergence Investment Partners
Florida
-$139K -3,084 Closed
Parallax Volatility Advisers
149
Parallax Volatility Advisers
California
-$45K -990 Closed
MWNA
150
Marshall Wace North America
New York
-$15K -335 Closed