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Preferred Bank
PFBC

Overview Fund Activity

195 hedge funds and large institutions have $812M invested in Preferred Bank in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 85 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
–
Holders Change %
0%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
56
Reduced
85
Closed
19
Calls
$77K
Puts
$430K
Net Calls
-$353K
Net Calls Change
-$535K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$31.2M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$82.5M
3
DIA
Dana Investment Advisors
Wisconsin
$7.05M
4
LSV Asset Management
LSV Asset Management
Illinois
$5.95M
5
American Century Companies
American Century Companies
Missouri
$16.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$16.4M
2
Millennium Management
Millennium Management
New York
$7.56M
3
SCA
Stieven Capital Advisors
Missouri
$14.6M
4
AG
Algert Global
California
$550K
5
Renaissance Technologies
Renaissance Technologies
New York
$6.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSRPS
126
Maryland State Retirement & Pension System
Maryland
$327K – – –
SBIA
127
Sheaff Brock Investment Advisors
Indiana
$307K – – –
SFA
128
Sequoia Financial Advisors
Ohio
$307K -$17K -221 -5%
MHI
129
Miller Howard Investments
New York
$303K +$1.92K +25 +0.6%
OR
130
Olympiad Research
Connecticut
$301K +$48.8K +636 +19%
PTC
131
Petrus Trust Company
Texas
$299K – – –
BF
132
BOK Financial
Oklahoma
$296K +$296K +3,884 New
AB
133
Amalgamated Bank
New York
$292K -$60.8K -791 -17%
PCM
134
Prelude Capital Management
New York
$289K +$36.8K +479 +15%
CSS
135
Cubist Systematic Strategies
Connecticut
$274K -$2.28M -29,657 -89%
ASRS
136
Arizona State Retirement System
Arizona
$272K -$22K -287 -7%
MYIA
137
Mount Yale Investment Advisors
Colorado
$263K -$3.46K -45 -1%
OPERF
138
Oregon Public Employees Retirement Fund
Oregon
$258K -$23K -300 -8%
JF
139
Jump Financial
Illinois
$255K +$255K +3,322 New
HighTower Advisors
140
HighTower Advisors
Illinois
$255K +$255K +3,370 New
N
141
Numerai
California
$225K +$225K +2,937 New
CC
142
Centiva Capital
New York
$223K -$192K -2,498 -46%
COPPSERS
143
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$208K +$208K +2,705 New
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$152K – – –
BFEC
145
Benjamin F. Edwards & Company
Missouri
$131K -$1.46K -19 -1%
SG Americas Securities
146
SG Americas Securities
New York
$118K +$118K +1,543 New
GC
147
Globeflex Capital
California
$115K -$31.2K -407 -21%
PCM
148
Palouse Capital Management
Washington
$113K +$113K +1,472 New
AIP
149
Ameritas Investment Partners
Nebraska
$102K – – –
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$102K -$5.45K -71 -5%
4 5
6
7 8