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Preferred Bank

160 hedge funds and large institutions have $743M invested in Preferred Bank in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

0% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 58

1.24% less ownership

Funds ownership: 75.01%73.77% (-1.2%)

2% less funds holding

Funds holding: 163160 (-3)

10% less capital invested

Capital invested by funds: $828M → $743M (-$84.3M)

Holders
160
Holders Change
-3
Holders Change %
-1.84%
% of All Funds
2.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
14
Increased
58
Reduced
58
Closed
12
Calls
$74K
Puts
Net Calls
+$74K
Net Calls Change
+$74K
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$135K
Osaic Holdings
127
Osaic Holdings
Arizona
$113K -$7.05K -103 -6%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$109K +$17.4K +254 +19%
TRCT
129
Tower Research Capital (TRC)
New York
$90K +$77.4K +1,131 +589%
AIP
130
Ameritas Investment Partners
Nebraska
$73K
KBC Group
131
KBC Group
Belgium
$67K +$67.5K +986 New
MLICM
132
Metropolitan Life Insurance Company (MetLife)
New York
$58.1K
Nisa Investment Advisors
133
Nisa Investment Advisors
Missouri
$54K
FMP
134
Financial Management Professionals
Texas
$44K -$6.23K -91 -12%
PCG
135
Private Capital Group
Connecticut
$39K +$12.2K +178 +45%
US Bancorp
136
US Bancorp
Minnesota
$36K +$15.5K +227 +73%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$33K
Lazard Asset Management
138
Lazard Asset Management
New York
$29K
HNB
139
Huntington National Bank
Ohio
$23K
PFBT
140
Parkside Financial Bank & Trust
Missouri
$23K
UB
141
UMB Bank
Missouri
$12K -$342 -5 -3%
FMII
142
Farmers & Merchants Investments Inc
Nebraska
$10K
UBS Group
143
UBS Group
Switzerland
$8K -$536K -7,827 -99%
SO
144
STRS Ohio
Ohio
$6K
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6.5K +95 New
EWA
146
EverSource Wealth Advisors
Alabama
$5K
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$4.88K +$4.52M +66,018 +1,618%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$3K
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$3K
MPWT
150
MassMutual Private Wealth & Trust
Connecticut
$3K +$3.42K +50 New

PFBC Hedge Fund Activity: Q2 2022 in Review

160 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Preferred Bank (PFBC) for Q2 2022, worth a combined $743M — down 10% from $828M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PFBC positions and 12 closed out — a net gain of 2 holders — while 58 added to existing stakes and 58 trimmed.

The largest buyer was Philadelphia Financial Management of San Francisco, adding an estimated $5.5M. The largest seller was State Street, cutting an estimated $6.18M.

  • 160 institutional investors held Preferred Bank (PFBC) as of Q2 2022, down from 163 in Q1 2022.
  • Funds reported $743M of Preferred Bank stock for Q2 2022, down 10% quarter-over-quarter.
  • 14 funds opened new Preferred Bank positions in Q2 2022 and 12 closed out, a net change of +2 holders.
  • The largest Preferred Bank buyer in Q2 2022 was Philadelphia Financial Management of San Francisco, an estimated $5.5M added.
  • The largest Preferred Bank seller in Q2 2022 was State Street, an estimated $6.18M sold.

Based on aggregated 13F filings for Q2 2022.