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Preferred Bank
PFBC

Overview Fund Activity

132 hedge funds and large institutions have $726M invested in Preferred Bank in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 52 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
-8
Holders Change %
-5.71%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
17
Increased
43
Reduced
52
Closed
23
Calls
$229K
Puts
$624K
Net Calls
-$395K
Net Calls Change
-$199K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$18.4M
2
PFC
2
Phocas Financial Corp
California
$9.97M
3
PFMOSF
3
Philadelphia Financial Management of San Francisco
California
$9.08M
4
SCA
4
Stieven Capital Advisors
Missouri
$16.9M
5
State Street
5
State Street
Massachusetts
$36.4M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$13.8M
3
Northern Trust
3
Northern Trust
Illinois
$13.4M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$2.13M
5
RC
5
Roubaix Capital
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
126
Lindbrook Capital
California
$2K – – –
MAM
127
Meeder Asset Management
Ohio
$2K – – –
VCM
128
Versant Capital Management
Arizona
$2K +$2K +36 New
AA
129
AlphaMark Advisors
Kentucky
$1K – – –
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$1K +$1K +8 New
HI
131
Harbour Investments
Wisconsin
$1K +$1K +8 New
AIG
132
American International Group
New York
$583 -$6 -102 -1%
FGAM
133
Financial Gravity Asset Management
Texas
$1 – -1 Closed
BCM
134
Basswood Capital Management
New York
– -$4.79M -94,883 Closed
RC
135
Roubaix Capital
Colorado
– -$2.42M -47,969 Closed
Canada Pension Plan Investment Board
136
Canada Pension Plan Investment Board
Ontario, Canada
– -$762K -15,100 Closed
DTL
137
Dynamic Technology Lab
Singapore
– -$495K -9,812 Closed
APP
138
Alpha Paradigm Partners
Illinois
– -$398K -7,888 Closed
Tudor Investment Corp
139
Tudor Investment Corp
Connecticut
– -$311K -6,158 Closed
KBC Group
140
KBC Group
Belgium
– -$1.56M -5,618 Closed
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
– -$262K -5,192 Closed
MSA
142
Mason Street Advisors
Wisconsin
– -$255K -5,057 Closed
SSA
143
Schonfeld Strategic Advisors
New York
– -$207K -4,100 Closed
QC
144
Quadrature Capital
United Kingdom
– -$201K -3,993 Closed
Group One Trading
145
Group One Trading
Illinois
– -$20K -400 Closed
PWPS
146
Pinnacle Wealth Planning Services
Ohio
– -$18K -366 Closed
FTDI
147
First Trust Direct Indexing
Massachusetts
– -$14K -282 Closed
AAM
148
Advisors Asset Management
Colorado
– -$12K -247 Closed
VCG
149
Vantage Consulting Group
Virginia
– -$4K -77 Closed
Simplex Trading
150
Simplex Trading
Illinois
– -$3K -63 Closed
3 4 5
6
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