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Preferred Bank

177 hedge funds and large institutions have $787M invested in Preferred Bank in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 61 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+21
Holders Change %
+13.46%
% of All Funds
2.86%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
29
Increased
59
Reduced
61
Closed
6
Calls
$246K
Puts
$30K
Net Calls
+$216K
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Shares
Change %
CASC
151
Coppell Advisory Solutions Corp
Texas
$43.8K +$43.8K +587 New
US Bancorp
152
US Bancorp
Minnesota
$39.9K
PFBT
153
Parkside Financial Bank & Trust
Missouri
$37K +$11.9K +159 +47%
HNB
154
Huntington National Bank
Ohio
$22.7K -$1.94K -26 -8%
QCG
155
Quadrant Capital Group
Ohio
$22.1K +$1.64K +22 +8%
UB
156
UMB Bank
Missouri
$13K -$756 -10 -5%
MIM
157
Macroview Investment Management
Maryland
$10.6K +$10.6K +142 New
GCM
158
Gladius Capital Management
Illinois
$8.51K +$8.51K +114 New
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$7.09K
SO
160
STRS Ohio
Ohio
$7K
EWA
161
EverSource Wealth Advisors
Alabama
$5.6K
RCM
162
Raleigh Capital Management
North Carolina
$5.38K +$2.69K +36 +100%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$5K +$74 +1 +1%
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$4K
TC
165
Truvestments Capital
Florida
$3.58K +$3.58K +48 New
FHA
166
First Horizon Advisors
Tennessee
$3.21K
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$2K -$2.17K -26 -52%
FFA
168
Farther Finance Advisors
California
$1.79K +$1.79K +24 New
AWM
169
Accurate Wealth Management
Florida
$1.78K +$1.78K +25 New
LC
170
Lindbrook Capital
California
$1.49K
AA
171
AlphaMark Advisors
Kentucky
$1K
C
172
Covestor
United Kingdom
$1K +$429 +3 +75%
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$821
ASN
174
Advisory Services Network
Georgia
$821 +$821 +11 New
FMII
175
Farmers & Merchants Investments Inc
Nebraska
$672