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Preferred Bank
PFBC

Overview Fund Activity

220 hedge funds and large institutions have $994M invested in Preferred Bank in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+4
Holders Change %
+1.85%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
25
Increased
73
Reduced
79
Closed
19
Calls
$380K
Puts
$35K
Net Calls
+$345K
Net Calls Change
+$730K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$17.5M
2
WAM
2
Weiss Asset Management
Massachusetts
$7.12M
3
KCM
3
Kennedy Capital Management
Missouri
$7.79M
4
American Century Companies
4
American Century Companies
Missouri
$17.2M
5
State Street
5
State Street
Massachusetts
$55.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$21.3M
2
BlackRock
2
BlackRock
New York
$111M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$11.5M
4
GCP
4
GSA Capital Partners
United Kingdom
$512K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
126
Pitcairn
Pennsylvania
$447K -$3.46K -40 -0.8%
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$410K – – –
YCM
128
Yousif Capital Management
Michigan
$406K -$8.64K -100 -2%
ECM
129
ExodusPoint Capital Management
New York
$389K +$389K +4,500 New
AA
130
ALPS Advisors
Colorado
$383K – – –
VIA
131
Virtus Investment Advisers
Connecticut
$366K -$294K -3,400 -45%
MSRPS
132
Maryland State Retirement & Pension System
Maryland
$362K – – –
BF
133
BOK Financial
Oklahoma
$360K -$63.6K -781 -15%
ICA
134
Infrastructure Capital Advisors
New York
$360K +$360K +4,165 New
VOYA Investment Management
135
VOYA Investment Management
Georgia
$347K -$23.9K -277 -6%
SBIA
136
Sheaff Brock Investment Advisors
Indiana
$346K – – –
SRL
137
Scientech Research LLC
New Jersey
$334K +$334K +3,863 New
SFA
138
Sequoia Financial Advisors
Ohio
$330K -$9.16K -106 -3%
ASRS
139
Arizona State Retirement System
Arizona
$322K +$864 +10 +0.3%
AB
140
Amalgamated Bank
New York
$315K -$2.85K -33 -0.9%
Allianz Asset Management
141
Allianz Asset Management
Germany
$311K +$311K +3,600 New
ACM
142
Aquatic Capital Management
Illinois
$310K -$777 -9 -0.3%
SSA
143
Schonfeld Strategic Advisors
New York
$302K +$8.64K +100 +3%
EWM
144
Empirical Wealth Management
Washington
$302K +$34K +394 +13%
TSS
145
Two Sigma Securities
New York
$302K +$45.1K +522 +18%
BEI
146
Benjamin Edwards Inc
Missouri
$298K +$5.19K +60 +2%
MYIA
147
Mount Yale Investment Advisors
Colorado
$294K +$4.41K +51 +2%
DFCM
148
Dark Forest Capital Management
Puerto Rico
$292K +$42.1K +487 +17%
AAM
149
Advisors Asset Management
Colorado
$292K +$127K +1,475 +77%
SW
150
SkyOak Wealth
Michigan
$281K +$281K +3,249 New
4 5
6
7 8