PFBC icon

Preferred Bank
PFBC

Overview Fund Activity

168 hedge funds and large institutions have $595M invested in Preferred Bank in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-6
Holders Change %
-3.45%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
62
Reduced
59
Closed
29
Calls
$54K
Puts
$297K
Net Calls
-$243K
Net Calls Change
-$270K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$74M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$2.83M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$16.2M
4
EF
4
Empowered Funds
Pennsylvania
$1.75M
5
BCM
5
Bridgeway Capital Management
Texas
$1.75M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$25.2M
2
Millennium Management
2
Millennium Management
New York
$11M
3
ACA
3
Aptus Capital Advisors
Alabama
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$335K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$28K +$13.1K +240 +88%
HNB
152
Huntington National Bank
Ohio
$19.3K -$2.2K -40 -10%
UB
153
UMB Bank
Missouri
$8.96K – – –
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$8.19K +$3.91K +71 +91%
RCM
155
Raleigh Capital Management
North Carolina
$7.68K +$2.85K +52 +59%
GCM
156
Gladius Capital Management
Illinois
$7.04K +$1.49K +27 +27%
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$5.22K – – –
AWM
158
Avior Wealth Management
Nebraska
$4.34K – – –
Bessemer Group
159
Bessemer Group
New Jersey
$3K – – –
FHA
160
First Horizon Advisors
Tennessee
$2.36K – – –
FFA
161
Farther Finance Advisors
California
$1.32K – – –
LC
162
Lindbrook Capital
California
$1.1K – – –
AA
163
AlphaMark Advisors
Kentucky
$1K – – –
C
164
Covestor
United Kingdom
$1K +$833 +15 +500%
GWS
165
Glassman Wealth Services
Virginia
$715 +$715 +13 New
FMII
166
Farmers & Merchants Investments Inc
Nebraska
$495 – – –
AWM
167
Abound Wealth Management
Tennessee
$495 +$495 +9 New
RI
168
Ridgewood Investments
New Jersey
$7 -$3.46K -63 Closed
ACA
169
Aptus Capital Advisors
Alabama
– -$3.24M -59,033 Closed
Qube Research & Technologies (QRT)
170
Qube Research & Technologies (QRT)
United Kingdom
– -$2.72M -49,554 Closed
PFM
171
Premier Fund Managers
United Kingdom
– -$1.39M -25,872 Closed
Aviva
172
Aviva
United Kingdom
– -$1.27M -23,206 Closed
ADIM
173
Alpha DNA Investment Management
Maryland
– -$984K -17,953 Closed
D.E. Shaw & Co
174
D.E. Shaw & Co
New York
– -$984K -17,950 Closed
ECM
175
ExodusPoint Capital Management
New York
– -$902K -16,452 Closed
4 5 6
7
8