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Preferred Bank
PFBC

Overview Fund Activity

186 hedge funds and large institutions have $650M invested in Preferred Bank in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 59 increasing their positions, 70 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+18
Holders Change %
+10.71%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
59
Reduced
70
Closed
13
Calls
$486K
Puts
$50K
Net Calls
+$436K
Net Calls Change
+$679K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$15.1M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$28.9M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$40.9M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$4.31M
5
OAM
5
Oberweis Asset Management
Illinois
$5.14M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.45M
2
Goldman Sachs
2
Goldman Sachs
New York
$7.61M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$8.03M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.41M
5
Invesco
5
Invesco
Georgia
$5.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSRPS
126
Maryland State Retirement & Pension System
Maryland
$300K -$20.4K -328 -6%
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$296K – – –
HWAM
128
Hennion & Walsh Asset Management
New Jersey
$290K -$30.2K -485 -9%
UBS Group
129
UBS Group
Switzerland
$281K -$248K -3,977 -47%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$278K +$278K +4,391 New
SFA
131
Sequoia Financial Advisors
Ohio
$269K +$4.42K +71 +2%
OQS
132
Occudo Quantitative Strategies
Florida
$258K -$3.36K -54 -1%
VF
133
Virtu Financial
New York
$251K +$251K +4,038 New
SBIA
134
Sheaff Brock Investment Advisors
Indiana
$249K – – –
ASRS
135
Arizona State Retirement System
Arizona
$243K – – –
PTC
136
Petrus Trust Company
Texas
$243K – – –
MHI
137
Miller Howard Investments
New York
$241K -$436 -7 -0.2%
OPERF
138
Oregon Public Employees Retirement Fund
Oregon
$240K -$18.7K -300 -7%
State Board of Administration of Florida Retirement System
139
State Board of Administration of Florida Retirement System
Florida
$238K +$1.25K +20 +0.5%
SG Americas Securities
140
SG Americas Securities
New York
$232K +$232K +3,720 New
D.E. Shaw & Co
141
D.E. Shaw & Co
New York
$211K +$211K +3,397 New
VA
142
Vident Advisory
Georgia
$205K +$205K +3,286 New
Allspring Global Investments
143
Allspring Global Investments
North Carolina
$181K -$12.3K -197 -6%
BFEC
144
Benjamin F. Edwards & Company
Missouri
$144K -$2.99K -48 -2%
Osaic Holdings
145
Osaic Holdings
Arizona
$141K +$23.5K +377 +20%
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$123K – – –
GC
147
Globeflex Capital
California
$119K +$24.1K +387 +26%
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$88.1K +$124 +2 +0.1%
AIP
149
Ameritas Investment Partners
Nebraska
$82.9K +$15.6K +250 +23%
ACM
150
Aquatic Capital Management
Illinois
$62K +$62K +1,000 New
4 5
6
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