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Preferred Bank

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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

9% more capital invested

Capital invested by funds: $595M → $650M (+$54.9M)

2.43% less ownership

Funds ownership: 72.51%70.09% (-2.4%)

16% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 70

Holders
186
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$486K
Puts
$50K
Net Calls
Net Calls Change

Top Sellers

1 -$24.1M
2 -$5.32M
3 -$3.51M
4
JP Morgan Chase
JP Morgan Chase
New York
-$2.64M
5
Invesco
Invesco
Georgia
-$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$300K
127
$296K
128
$290K
129
$281K
130
$278K
131
$269K
132
$258K
133
$251K
134
$249K
135
$243K
136
$243K
137
$241K
138
$240K
139
$238K
140
$232K
141
$211K
142
$205K
143
$181K
144
$144K
145
$141K
146
$123K
147
$119K
148
$88.1K
149
$82.9K
150
$62K