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Preferred Bank
PFBC

Overview Fund Activity

186 hedge funds and large institutions have $650M invested in Preferred Bank in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 59 increasing their positions, 70 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+18
Holders Change %
+10.71%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
59
Reduced
70
Closed
13
Calls
$486K
Puts
$50K
Net Calls
+$436K
Net Calls Change
+$679K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$15.1M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$28.9M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$40.9M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$4.31M
5
OAM
5
Oberweis Asset Management
Illinois
$5.14M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.45M
2
Goldman Sachs
2
Goldman Sachs
New York
$7.61M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$8.03M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.41M
5
Invesco
5
Invesco
Georgia
$5.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
151
Tower Research Capital (TRC)
New York
$60K -$133K -2,141 -69%
MLICM
152
Metropolitan Life Insurance Company (MetLife)
New York
$47.1K – – –
CAS
153
Coppell Advisory Solutions
Texas
$43.8K +$43.8K +587 New
MPWT
154
MassMutual Private Wealth & Trust
Connecticut
$43.1K +$809 +13 +2%
Lazard Asset Management
155
Lazard Asset Management
New York
$41K – – –
PFBT
156
Parkside Financial Bank & Trust
Missouri
$41K +$4.54K +73 +12%
KBC Group
157
KBC Group
Belgium
$39K -$21.2K -339 -35%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$38K +$5.88K +94 +18%
US Bancorp
159
US Bancorp
Minnesota
$33.3K – – –
BCM
160
BluePath Capital Management
Georgia
$32.9K +$32.9K +529 New
FMP
161
Financial Management Professionals
Texas
$28K +$28K +455 New
HNB
162
Huntington National Bank
Ohio
$21.5K -$311 -5 -1%
NS
163
NBC Securities
Alabama
$18K +$18K +302 New
QCG
164
Quadrant Capital Group
Ohio
$12.9K -$21.7K -349 -63%
MIM
165
Macroview Investment Management
Maryland
$10.3K +$10.3K +165 New
UB
166
UMB Bank
Missouri
$10.1K – – –
RCM
167
Raleigh Capital Management
North Carolina
$9.53K +$810 +13 +9%
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$9.28K – – –
Simplex Trading
169
Simplex Trading
Illinois
$8K +$8K +129 New
IA
170
IFP Advisors
Florida
$7.84K +$7.84K +126 New
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$5.91K – – –
AWM
172
Avior Wealth Management
Nebraska
$4.92K – – –
GCM
173
Gladius Capital Management
Illinois
$4.48K -$3.49K -56 -44%
Mitsubishi UFJ Asset Management
174
Mitsubishi UFJ Asset Management
Japan
$3.8K +$3.8K +61 New
FFA
175
Farther Finance Advisors
California
$1.49K – – –
4 5 6
7
8