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Preferred Bank
PFBC

Overview Fund Activity

156 hedge funds and large institutions have $700M invested in Preferred Bank in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
-4
Holders Change %
-2.5%
% of All Funds
2.7%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
16
Increased
50
Reduced
66
Closed
19
Calls
$45K
Puts
–
Net Calls
+$45K
Net Calls Change
-$29K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10.7M
2
Goldman Sachs
Goldman Sachs
New York
$9.4M
3
PFMOSF
Philadelphia Financial Management of San Francisco
California
$13.8M
4
AQR Capital Management
AQR Capital Management
Connecticut
$2.59M
5
American Century Companies
American Century Companies
Missouri
$3.85M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$923K
2
Millennium Management
Millennium Management
New York
$1.15M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$58M
4
LSV Asset Management
LSV Asset Management
Illinois
$659K
5
BlackRock
BlackRock
New York
$91.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$107K +$2.92K +45 +3%
VI
127
Vestcor Inc
New Brunswick, Canada
$95K -$49.4K -757 -34%
QT
128
Quantbot Technologies
New York
$91K -$190K -2,926 -68%
AIP
129
Ameritas Investment Partners
Nebraska
$70K – – –
KBC Group
130
KBC Group
Belgium
$64K – – –
MLICM
131
Metropolitan Life Insurance Company (MetLife)
New York
$55.7K – – –
PHK
132
Point72 Hong Kong
Hong Kong
$55K +$54K +830 +5,533%
Nisa Investment Advisors
133
Nisa Investment Advisors
Missouri
$54K +$1.25K +19 +2%
Lazard Asset Management
134
Lazard Asset Management
New York
$43K +$15.4K +240 +56%
FMP
135
Financial Management Professionals
Texas
$42K – – –
US Bancorp
136
US Bancorp
Minnesota
$35K -$65 -1 -0.2%
HNB
137
Huntington National Bank
Ohio
$22K -$67 -1 -0.3%
PFBT
138
Parkside Financial Bank & Trust
Missouri
$22K +$196 +3 +0.9%
QCG
139
Quadrant Capital Group
Ohio
$18K +$16.7K +254 +1,270%
UB
140
UMB Bank
Missouri
$12K – – –
Macquarie Group
141
Macquarie Group
Australia
$11K -$1.02M -15,066 Closed
SO
142
STRS Ohio
Ohio
$6K – – –
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$6K – – –
EWA
144
EverSource Wealth Advisors
Alabama
$5K – – –
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$4K +$1.55K +26 +63%
MPWT
146
MassMutual Private Wealth & Trust
Connecticut
$3K – – –
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
$3K +$103 +2 +4%
MAM
148
Meeder Asset Management
Ohio
$2K – – –
FHA
149
First Horizon Advisors
Tennessee
$2K – – –
RCM
150
Raleigh Capital Management
North Carolina
$2K +$2K +36 New
3 4 5
6
7