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Preferred Bank
PFBC

Overview Fund Activity

134 hedge funds and large institutions have $707M invested in Preferred Bank in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
-2
Holders Change %
-1.47%
% of All Funds
2.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
52
Reduced
50
Closed
13
Calls
$288K
Puts
–
Net Calls
+$288K
Net Calls Change
-$16K

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$20.9M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$6.85M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$8.15M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
$4.85M
5
Invesco
Invesco
Georgia
$4.61M

Top Sellers

1
PFC
Phocas Financial Corp
California
$9.82M
2
Boston Partners
Boston Partners
Massachusetts
$18.7M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$47.8M
4
CEP
Chicago Equity Partners
Illinois
$378K
5
MSL
Mackay Shields LLC
New York
$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
126
STRS Ohio
Ohio
$6K – – –
LTFS
127
Ladenburg Thalmann Financial Services
Florida
$4K +$4K +73 New
S
128
SignatureFD
Georgia
$2K -$222 -4 -10%
PA
129
Procyon Advisors
Connecticut
$2K +$2K +25 New
Toronto Dominion Bank
130
Toronto Dominion Bank
Ontario, Canada
$2K +$2K +27 New
AIM
131
Aigen Investment Management
New York
$2K +$2K +31 New
AA
132
AlphaMark Advisors
Kentucky
$1K – – –
ASN
133
Advisory Services Network
Georgia
$1K +$1K +10 New
OAM
134
Oxford Asset Management
United Kingdom
– -$1.68M -31,998 Closed
MAM
135
Martingale Asset Management
Massachusetts
– -$498K -9,500 Closed
HSBC Holdings
136
HSBC Holdings
United Kingdom
– -$444K -8,477 Closed
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$367K -7,014 Closed
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
– -$337K -6,431 Closed
Squarepoint
139
Squarepoint
New York
– -$307K -5,859 Closed
PCM
140
Palouse Capital Management
Washington
– -$244K -4,654 Closed
MC
141
Miles Capital
Iowa
– -$239K -4,558 Closed
Bessemer Group
142
Bessemer Group
New Jersey
– -$152K -2,900 Closed
QT
143
Quantamental Technologies
New York
– -$42K -796 Closed
VFA
144
Valeo Financial Advisors
Indiana
– -$17K -334 Closed
TRCT
145
Tower Research Capital (TRC)
New York
– -$4K -80 Closed
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