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Preferred Bank
PFBC

Overview Fund Activity

156 hedge funds and large institutions have $700M invested in Preferred Bank in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
-4
Holders Change %
-2.5%
% of All Funds
2.7%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
16
Increased
50
Reduced
66
Closed
19
Calls
$45K
Puts
–
Net Calls
+$45K
Net Calls Change
-$29K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10.7M
2
Goldman Sachs
Goldman Sachs
New York
$9.4M
3
PFMOSF
Philadelphia Financial Management of San Francisco
California
$13.8M
4
AQR Capital Management
AQR Capital Management
Connecticut
$2.59M
5
American Century Companies
American Century Companies
Missouri
$3.85M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$923K
2
Millennium Management
Millennium Management
New York
$1.15M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$58M
4
LSV Asset Management
LSV Asset Management
Illinois
$659K
5
BlackRock
BlackRock
New York
$91.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
151
Farmers & Merchants Investments Inc
Nebraska
$1K -$14.7K -132 -94%
LC
152
Lindbrook Capital
California
$1K -$50 -1 -5%
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$1K – – –
AA
154
AlphaMark Advisors
Kentucky
$1K – – –
SWA
155
Sutton Wealth Advisors
Florida
$65 -$390 -6 -86%
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
– -$4.89K -70,099 Closed
RJA
157
Raymond James & Associates
Florida
– -$1.55M -22,757 Closed
Allianz Asset Management
158
Allianz Asset Management
Germany
– -$1.38M -20,252 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
159
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.05M -15,400 Closed
DCM
160
Dupont Capital Management
Delaware
– -$724K -10,641 Closed
Norges Bank
161
Norges Bank
Norway
– -$707K -10,400 Closed
AACP
162
Advantage Alpha Capital Partners
California
– -$657K -9,655 Closed
MSRPS
163
Maryland State Retirement & Pension System
Maryland
– -$376K -5,523 Closed
EGM
164
Engineers Gate Manager
New York
– -$334K -4,908 Closed
TI
165
Trexquant Investment
Connecticut
– -$328K -4,826 Closed
Toronto Dominion Bank
166
Toronto Dominion Bank
Ontario, Canada
– -$313K -4,607 Closed
SG Americas Securities
167
SG Americas Securities
New York
– -$264K -3,881 Closed
AG
168
Algert Global
California
– -$254K -3,729 Closed
Qube Research & Technologies (QRT)
169
Qube Research & Technologies (QRT)
United Kingdom
– -$245K -3,606 Closed
State of Wisconsin Investment Board
170
State of Wisconsin Investment Board
Wisconsin
– -$241K -3,541 Closed
Janus Henderson Group
171
Janus Henderson Group
United Kingdom
– -$206K -3,027 Closed
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
– -$33K -484 Closed
VCM
173
Versant Capital Management
Arizona
– -$1K -14 Closed
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