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Preferred Bank
PFBC

Overview Fund Activity

163 hedge funds and large institutions have $828M invested in Preferred Bank in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 44 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+18
Holders Change %
+12.41%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
29
Increased
44
Reduced
62
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$7.71M
2
State Street
State Street
Massachusetts
+$6.57M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.24M
4
AIA
Avalon Investment & Advisory
Texas
+$2.87M
5
Millennium Management
Millennium Management
New York
+$2.6M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$5.33M
2
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$3.57M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.91M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$2.89M
5
LSV Asset Management
LSV Asset Management
Illinois
-$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
151
STRS Ohio
Ohio
$7K – – –
FPS
152
Fieldpoint Private Securities
Connecticut
$7K – – –
EWA
153
EverSource Wealth Advisors
Alabama
$6K – – –
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$4K – – –
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
MAM
156
Meeder Asset Management
Ohio
$2K – – –
LC
157
Lindbrook Capital
California
$2K – – –
Macquarie Group
158
Macquarie Group
Australia
$1.12K – – –
VCM
159
Versant Capital Management
Arizona
$1K -$2K -28 -67%
AA
160
AlphaMark Advisors
Kentucky
$1K – – –
QCG
161
Quadrant Capital Group
Ohio
$1K – – –
SWA
162
Sutton Wealth Advisors
Florida
$222 – – –
State of New Jersey Common Pension Fund D
163
State of New Jersey Common Pension Fund D
New Jersey
– -$2.89M -40,232 Closed
E
164
Ergoteles
New York
– -$890K -12,401 Closed
Baird Financial Group
165
Baird Financial Group
Wisconsin
– -$884K -12,317 Closed
SG Americas Securities
166
SG Americas Securities
New York
– -$864K -12,035 Closed
HF
167
HRT Financial
New York
– -$819K -11,416 Closed
Canada Pension Plan Investment Board
168
Canada Pension Plan Investment Board
Ontario, Canada
– -$531K -7,400 Closed
MFS
169
Mirabella Financial Services
United Kingdom
– -$478K -6,660 Closed
AA
170
ALPS Advisors
Colorado
– -$436K -6,073 Closed
Ohio Public Employees Retirement System (OPERS)
171
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$255K -3,556 Closed
FGAM
172
Financial Gravity Asset Management
Texas
– -$1 -72 Closed
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