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Preferred Bank

145 hedge funds and large institutions have $791M invested in Preferred Bank in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 55 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+18
Holders Change %
+14.17%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
23
Increased
39
Reduced
55
Closed
5
Calls
$388K
Puts
Net Calls
+$388K
Net Calls Change
-$818K
Name Holding Trade Value Shares
Change
Shares
Change %
Lazard Asset Management
126
Lazard Asset Management
New York
$30K
PFBT
127
Parkside Financial Bank & Trust
Missouri
$24K -$1.78K -25 -7%
TRCT
128
Tower Research Capital (TRC)
New York
$18K -$120K -1,632 -87%
FPS
129
Fieldpoint Private Securities
Connecticut
$7K
SO
130
STRS Ohio
Ohio
$7K
EWA
131
EverSource Wealth Advisors
Alabama
$5K +$5K +75 New
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$4K
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$4K
VCM
134
Versant Capital Management
Arizona
$3K
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +41 New
US Bancorp
136
US Bancorp
Minnesota
$2K -$839 -13 -30%
LC
137
Lindbrook Capital
California
$2K -$857 -9 -30%
MAM
138
Meeder Asset Management
Ohio
$2K
HNB
139
Huntington National Bank
Ohio
$2K
QCG
140
Quadrant Capital Group
Ohio
$1K -$450 -9 -31%
AA
141
AlphaMark Advisors
Kentucky
$1K
Manulife (Manufacturers Life Insurance)
142
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$503 -$8 -111 -2%
SWA
143
Sutton Wealth Advisors
Florida
$215 +$215 +3 New
FGAM
144
Financial Gravity Asset Management
Texas
$1 +$1 +72 New
CIA
145
Capital Impact Advisors
Massachusetts
-$1.23M -18,390 Closed
TD Asset Management
146
TD Asset Management
Ontario, Canada
-$720K -10,800 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
147
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$60K -900 Closed
KIG
148
Kowal Investment Group
Wisconsin
-$2K -30 Closed
HI
149
Harbour Investments
Wisconsin
-$1K -9 Closed