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Preferred Bank
PFBC

Overview Fund Activity

195 hedge funds and large institutions have $783M invested in Preferred Bank in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 73 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+9
Holders Change %
+4.84%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
73
Reduced
72
Closed
16
Calls
$240K
Puts
$58K
Net Calls
+$182K
Net Calls Change
-$254K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$13.9M
3
SGCIA
3
Smith Graham & Co Investment Advisors
Texas
$6.52M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$38.7M
5
American Century Companies
5
American Century Companies
Missouri
$11.9M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$63.5M
2
BlackRock
2
BlackRock
New York
$97M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$366K
4
Invesco
4
Invesco
Georgia
$3.79M
5
Boston Partners
5
Boston Partners
Massachusetts
$34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
151
Osaic Holdings
Arizona
$141K -$24.7K -338 -15%
GC
152
Globeflex Capital
California
$139K – – –
BFEC
153
Benjamin F. Edwards & Company
Missouri
$126K -$43.3K -592 -26%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$102K -$1.1K -15 -1%
A
155
AJOVista
Massachusetts
$101K +$101K +1,377 New
AIP
156
Ameritas Investment Partners
Nebraska
$97.2K – – –
Point72 Asset Management
157
Point72 Asset Management
Connecticut
$73.1K +$73.1K +1,000 New
QT
158
Quantbot Technologies
New York
$61.3K +$61.3K +839 New
PAS
159
Point72 Asia (Singapore)
Singapore
$58.8K +$58.8K +805 New
ACM
160
Aquatic Capital Management
Illinois
$58K -$14.5K -200 -20%
MLICM
161
Metropolitan Life Insurance Company (MetLife)
New York
$55.3K – – –
Lazard Asset Management
162
Lazard Asset Management
New York
$55K +$6.2K +85 +13%
MPWT
163
MassMutual Private Wealth & Trust
Connecticut
$53K +$2.41K +33 +5%
PFBT
164
Parkside Financial Bank & Trust
Missouri
$46.4K -$1.68K -23 -3%
KBC Group
165
KBC Group
Belgium
$46K – – –
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$45K +$584 +8 +1%
MSWM
167
McGlone Suttner Wealth Management
Wisconsin
$34.2K +$34.2K +468 New
GCM
168
Gladius Capital Management
Illinois
$32.5K +$27.2K +373 +518%
CAS
169
Coppell Advisory Solutions
Texas
$32.5K -$11K -148 -25%
HNB
170
Huntington National Bank
Ohio
$25.9K +$657 +9 +3%
NS
171
NBC Securities
Alabama
$22K – – –
IA
172
IFP Advisors
Florida
$21K +$11.8K +161 +128%
EC
173
EntryPoint Capital
New York
$17.5K +$17.5K +239 New
QCG
174
Quadrant Capital Group
Ohio
$15K -$219 -3 -1%
SA
175
Scarborough Advisors
Maryland
$14.9K +$14.9K +204 New
5 6
7
8 9