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Preferred Bank
PFBC

Overview Fund Activity

209 hedge funds and large institutions have $822M invested in Preferred Bank in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 74 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+14
Holders Change %
+7.18%
% of All Funds
3.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
74
Reduced
69
Closed
18
Calls
–
Puts
$332K
Net Calls
-$332K
Net Calls Change
+$21K

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$12.9M
2
Invesco
2
Invesco
Georgia
$9.69M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$5.39M
4
SBH
4
Segall Bryant & Hamill
Illinois
$4.56M
5
Goldman Sachs
5
Goldman Sachs
New York
$17M

Top Sellers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$17.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$11.3M
3
Boston Partners
3
Boston Partners
Massachusetts
$33.4M
4
State Street
4
State Street
Massachusetts
$44.6M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$835K
Name Holding Trade Value Shares
Change 		Shares
Change %
YCM
126
Yousif Capital Management
Michigan
$375K -$52.5K -695 -12%
Truist Financial
127
Truist Financial
North Carolina
$370K – – –
TRSOTSOK
128
Teachers Retirement System of the State of Kentucky
Kentucky
$359K – – –
BHCM
129
Brevan Howard Capital Management
Jersey
$354K +$354K +4,691 New
AA
130
ALPS Advisors
Colorado
$354K -$1.96K -26 -0.6%
VOYA Investment Management
131
VOYA Investment Management
Georgia
$332K -$7.55K -100 -2%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$325K +$325K +4,280 New
MSRPS
133
Maryland State Retirement & Pension System
Maryland
$324K -$18.6K -246 -5%
MHI
134
Miller Howard Investments
New York
$303K +$5.21K +69 +2%
SBIA
135
Sheaff Brock Investment Advisors
Indiana
$302K – – –
Citadel Advisors
136
Citadel Advisors
Florida
$299K +$289K +3,823 +2,711%
SFA
137
Sequoia Financial Advisors
Ohio
$297K -$4.3K -57 -1%
PTC
138
Petrus Trust Company
Texas
$294K – – –
AB
139
Amalgamated Bank
New York
$284K -$2.64K -35 -0.9%
ASRS
140
Arizona State Retirement System
Arizona
$273K +$5.06K +67 +2%
MYIA
141
Mount Yale Investment Advisors
Colorado
$255K -$3.93K -52 -2%
DA
142
Denali Advisors
California
$249K +$249K +3,300 New
SC
143
Savant Capital
Illinois
$239K +$239K +3,168 New
XT
144
XTX Topco
Cayman Islands
$229K +$229K +3,027 New
QT
145
Quantbot Technologies
New York
$227K +$212K +2,803 +1,388%
OPERF
146
Oregon Public Employees Retirement Fund
Oregon
$224K -$30.2K -400 -12%
Mariner
147
Mariner
Kansas
$218K +$218K +2,890 New
COPPSERS
148
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$200K -$3.78K -50 -2%
Ohio Public Employees Retirement System (OPERS)
149
Ohio Public Employees Retirement System (OPERS)
Ohio
$193K -$283K -3,753 -59%
PMAM
150
Picton Mahoney Asset Management
Ontario, Canada
$161K +$161K +2,137 New
4 5
6
7 8