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Preferred Bank

195 hedge funds and large institutions have $783M invested in Preferred Bank in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 73 increasing their positions, 72 reducing their positions, and 16 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.82% more ownership

Funds ownership: 70.09%71.9% (+1.8%)

1% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 72

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
195
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
$240K
Puts
$58K
Net Calls
Net Calls Change

Top Sellers

1 -$34.9M
2 -$5.75M
3 -$4.85M
4
Invesco
Invesco
Georgia
-$2.76M
5
Boston Partners
Boston Partners
Massachusetts
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$349K
127
$347K
128
$336K
129
$335K
130
$333K
131
$332K
132
$332K
133
$328K
134
$308K
135
$292K
136
$286K
137
$285K
138
$280K
139
$279K
140
$268K
141
$254K
142
$249K
143
$240K
144
$240K
145
$222K
146
$214K
147
$213K
148
$201K
149
$149K
150
$145K