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Preferred Bank
PFBC

Overview Fund Activity

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
Holders
195
Holders Change
+9
Holders Change %
+4.84%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
73
Reduced
72
Closed
16
Calls
$240K
Puts
$58K
Net Calls
+$182K
Net Calls Change
-$254K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$13.9M
3
SGCIA
3
Smith Graham & Co Investment Advisors
Texas
$6.52M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$38.7M
5
American Century Companies
5
American Century Companies
Missouri
$11.9M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$63.5M
2
BlackRock
2
BlackRock
New York
$97M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$366K
4
Invesco
4
Invesco
Georgia
$3.79M
5
Boston Partners
5
Boston Partners
Massachusetts
$34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
126
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$349K -$31.3K -429 -8%
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$347K – – –
TD Asset Management
128
TD Asset Management
Ontario, Canada
$336K -$95K -1,300 -22%
AB
129
Amalgamated Bank
New York
$335K -$40.1K -549 -11%
Wells Fargo
130
Wells Fargo
California
$333K -$40.9K -560 -11%
MSRPS
131
Maryland State Retirement & Pension System
Maryland
$332K -$20.2K -276 -6%
GC
132
Guggenheim Capital
Illinois
$332K -$821K -11,244 -71%
BHCM
133
Brevan Howard Capital Management
Jersey
$328K +$328K +4,484 New
SFA
134
Sequoia Financial Advisors
Ohio
$308K -$7.74K -106 -2%
SBIA
135
Sheaff Brock Investment Advisors
Indiana
$292K – – –
MHI
136
Miller Howard Investments
New York
$286K +$3.51K +48 +1%
PTC
137
Petrus Trust Company
Texas
$285K – – –
ASRS
138
Arizona State Retirement System
Arizona
$280K -$5.19K -71 -2%
State Board of Administration of Florida Retirement System
139
State Board of Administration of Florida Retirement System
Florida
$279K – – –
OPERF
140
Oregon Public Employees Retirement Fund
Oregon
$268K -$14.6K -200 -5%
MYIA
141
Mount Yale Investment Advisors
Colorado
$254K +$254K +3,473 New
SRL
142
Scientech Research LLC
New Jersey
$249K +$249K +3,422 New
PCM
143
Prelude Capital Management
New York
$240K +$240K +3,279 New
OR
144
Olympiad Research
Connecticut
$240K +$240K +3,279 New
US Bancorp
145
US Bancorp
Minnesota
$222K +$183K +2,499 +467%
VF
146
Virtu Financial
New York
$214K -$80.7K -1,106 -27%
ECM
147
Everence Capital Management
Indiana
$213K +$213K +2,910 New
CC
148
Corton Capital
Ontario, Canada
$201K +$201K +2,751 New
TRCT
149
Tower Research Capital (TRC)
New York
$149K +$78.9K +1,080 +112%
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$145K – – –
4 5
6
7 8