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Preferred Bank

174 hedge funds and large institutions have $612M invested in Preferred Bank in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-3
Holders Change %
-1.69%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
22
Increased
66
Reduced
66
Closed
24
Calls
$54K
Puts
$27K
Net Calls
+$27K
Net Calls Change
-$189K
Name Holding Trade Value Shares
Change
Shares
Change %
QCG
151
Quadrant Capital Group
Ohio
$11.3K -$4.88K -89 -30%
MIM
152
Macroview Investment Management
Maryland
$10.2K +$2.41K +44 +31%
UB
153
UMB Bank
Missouri
$8.93K -$493 -9 -5%
MPWT
154
MassMutual Private Wealth & Trust
Connecticut
$6.74K +$5.43K +99 +413%
GCM
155
Gladius Capital Management
Illinois
$5.54K -$713 -13 -11%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$5.21K
IAIM
157
International Assets Investment Management
Florida
$5.15K +$5.15K +94 New
RCM
158
Raleigh Capital Management
North Carolina
$4.8K +$873 +16 +22%
BAM
159
Belpointe Asset Management
Nevada
$4.66K +$4.66K +85 New
AWM
160
Avior Wealth Management
Nebraska
$4.33K +$4.33K +79 New
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$4.28K +$3.67K +67 +609%
RI
162
Ridgewood Investments
New Jersey
$3.46K +$3.46K +63 New
Bessemer Group
163
Bessemer Group
New Jersey
$3K +$3K +58 New
FHA
164
First Horizon Advisors
Tennessee
$2.36K
EWA
165
EverSource Wealth Advisors
Alabama
$1.54K -$2.58K -47 -63%
FFA
166
Farther Finance Advisors
California
$1.32K
LC
167
Lindbrook Capital
California
$1.1K
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$1K -$42.1K -800 -98%
AA
169
AlphaMark Advisors
Kentucky
$1K
ASN
170
Advisory Services Network
Georgia
$603
FMII
171
Farmers & Merchants Investments Inc
Nebraska
$493
EI
172
Ellevest Inc
New York
$274 +$274 +5 New
PFMOSF
173
Philadelphia Financial Management of San Francisco
California
-$14.9M -199,608 Closed
AIA
174
Avalon Investment & Advisory
Texas
-$2.6M -34,895 Closed
EC
175
EJF Capital
Virginia
-$2.49M -33,362 Closed