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Preferred Bank

174 hedge funds and large institutions have $612M invested in Preferred Bank in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-3
Holders Change %
-1.69%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
22
Increased
66
Reduced
66
Closed
24
Calls
$54K
Puts
$27K
Net Calls
+$27K
Net Calls Change
-$189K
Name Holding Trade Value Shares
Change
Shares
Change %
OPERF
126
Oregon Public Employees Retirement Fund
Oregon
$234K -$7.35K -134 -3%
ASRS
127
Arizona State Retirement System
Arizona
$232K +$6.08K +111 +3%
State of Wisconsin Investment Board
128
State of Wisconsin Investment Board
Wisconsin
$227K +$227K +4,141 New
SBIA
129
Sheaff Brock Investment Advisors
Indiana
$219K
VF
130
Virtu Financial
New York
$219K +$219K +3,998 New
QT
131
Quantbot Technologies
New York
$167K +$119K +2,176 +251%
CIA
132
Capital Impact Advisors
Massachusetts
$147K -$56.9K -1,039 -28%
ACM
133
Aquatic Capital Management
Illinois
$126K +$126K +2,300 New
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$109K
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$104K +$13.3K +243 +15%
Osaic Holdings
136
Osaic Holdings
Arizona
$95.1K +$768 +14 +0.8%
GC
137
Globeflex Capital
California
$93.2K
VI
138
Vestcor Inc
New Brunswick, Canada
$80K
WP
139
WealthPLAN Partners
Nebraska
$74.5K +$74.5K +1,359 New
KBC Group
140
KBC Group
Belgium
$67K +$13.2K +243 +25%
BFEC
141
Benjamin F. Edwards & Company
Missouri
$67K +$67K +1,222 New
Point72 Asset Management
142
Point72 Asset Management
Connecticut
$64.4K +$64.4K +1,175 New
AIP
143
Ameritas Investment Partners
Nebraska
$59.3K
TRCT
144
Tower Research Capital (TRC)
New York
$46K -$10.3K -185 -18%
MLICM
145
Metropolitan Life Insurance Company (MetLife)
New York
$41.5K -$5.32K -97 -11%
Lazard Asset Management
146
Lazard Asset Management
New York
$36K
PFBT
147
Parkside Financial Bank & Trust
Missouri
$31.4K +$4.22K +77 +16%
US Bancorp
148
US Bancorp
Minnesota
$29.3K
HNB
149
Huntington National Bank
Ohio
$21.4K +$4.77K +87 +29%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$15K +$11.3K +206 +303%