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Preferred Bank
PFBC

Overview Fund Activity

140 hedge funds and large institutions have $568M invested in Preferred Bank in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 36 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+22
Holders Change %
+18.64%
% of All Funds
2.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
36
Reduced
52
Closed
8
Calls
$484K
Puts
$680K
Net Calls
-$196K
Net Calls Change
+$340K

Top Buyers

1
BlackRock
BlackRock
New York
+$7.89M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$7.12M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$5.44M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$4.24M
5
EC
EJF Capital
Virginia
+$2.76M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$22M
2
PFC
Phocas Financial Corp
California
-$5.14M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$4.01M
4
BCM
Basswood Capital Management
New York
-$3.65M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCG
126
Vantage Consulting Group
Virginia
$4K +$4K +77 New
Simplex Trading
127
Simplex Trading
Illinois
$3K +$3K +63 New
US Bancorp
128
US Bancorp
Minnesota
$2K -$1.73K -38 -46%
S
129
SignatureFD
Georgia
$2K – – –
LC
130
Lindbrook Capital
California
$2K – – –
SN
131
Sittner & Nelson
Oregon
$2K +$2K +44 New
ICP
132
Interchange Capital Partners
Pennsylvania
$2K +$2K +53 New
ASN
133
Advisory Services Network
Georgia
$1K -$1.82K -20 -65%
AA
134
AlphaMark Advisors
Kentucky
$1K – – –
QCG
135
Quadrant Capital Group
Ohio
$1K – – –
HGWM
136
Harvest Group Wealth Management
Massachusetts
$1K – – –
FF
137
FourThought Financial
Florida
$1K +$1K +8 New
MAM
138
Meeder Asset Management
Ohio
$1K +$917 +22 +1,100%
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$1K +$1K +30 New
AIG
140
American International Group
New York
$467 -$12 -233 -2%
RJA
141
Raymond James & Associates
Florida
– -$1.28M -39,898 Closed
Millennium Management
142
Millennium Management
New York
– -$470 -14,644 Closed
CIC
143
Cornercap Investment Counsel
Georgia
– -$369K -11,498 Closed
HF
144
HRT Financial
New York
– -$349K -10,895 Closed
Robeco Institutional Asset Management
145
Robeco Institutional Asset Management
Netherlands
– -$89K -2,781 Closed
GT
146
Glenmede Trust
Pennsylvania
– -$7K -218 Closed
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