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Preferred Bank
PFBC

Overview Fund Activity

195 hedge funds and large institutions have $812M invested in Preferred Bank in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 85 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
–
Holders Change %
0%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
56
Reduced
85
Closed
19
Calls
$77K
Puts
$430K
Net Calls
-$353K
Net Calls Change
-$535K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$31.2M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$82.5M
3
DIA
Dana Investment Advisors
Wisconsin
$7.05M
4
LSV Asset Management
LSV Asset Management
Illinois
$5.95M
5
American Century Companies
American Century Companies
Missouri
$16.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$16.4M
2
Millennium Management
Millennium Management
New York
$7.56M
3
SCA
Stieven Capital Advisors
Missouri
$14.6M
4
AG
Algert Global
California
$550K
5
Renaissance Technologies
Renaissance Technologies
New York
$6.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
Point72 Asset Management
151
Point72 Asset Management
Connecticut
$84.4K +$7.68K +100 +10%
CFM
152
Catalyst Funds Management
Australia
$84.4K +$84.4K +1,100 New
UFF
153
USA Financial Formulas
Michigan
$72.1K +$72.1K +939 New
PFBT
154
Parkside Financial Bank & Trust
Missouri
$65.9K +$17.1K +223 +35%
A
155
AlphaQuest
New York
$60.6K -$362K -4,714 -86%
MPWT
156
MassMutual Private Wealth & Trust
Connecticut
$54.8K -$921 -12 -2%
MLICM
157
Metropolitan Life Insurance Company (MetLife)
New York
$51.3K -$6.83K -89 -12%
KBC Group
158
KBC Group
Belgium
$48K – – –
Osaic Holdings
159
Osaic Holdings
Arizona
$46.7K -$101K -1,319 -68%
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$41K -$6.56K -85 -14%
US Bancorp
161
US Bancorp
Minnesota
$41K -$192K -2,500 -82%
PD
162
Point72 (DIFC)
United Arab Emirates
$38.3K +$38.3K +499 New
GCM
163
Gladius Capital Management
Illinois
$38K +$3.84K +50 +11%
TRCT
164
Tower Research Capital (TRC)
New York
$36.1K -$121K -1,574 -77%
CCM
165
Copeland Capital Management
Pennsylvania
$35.2K +$35.2K +459 New
HNB
166
Huntington National Bank
Ohio
$27.1K -$154 -2 -0.6%
EC
167
EntryPoint Capital
New York
$24.4K +$6.07K +79 +33%
Lazard Asset Management
168
Lazard Asset Management
New York
$24K -$31.9K -430 -57%
PAS
169
Point72 Asia (Singapore)
Singapore
$23.7K -$38.1K -496 -62%
NS
170
NBC Securities
Alabama
$23K – – –
IA
171
IFP Advisors
Florida
$22.4K +$459 +6 +2%
AWM
172
Avior Wealth Management
Nebraska
$17.4K +$12.1K +158 +232%
QCG
173
Quadrant Capital Group
Ohio
$15.7K – – –
QT
174
Quantbot Technologies
New York
$15.5K -$48.9K -637 -76%
GI
175
GAMMA Investing
California
$14.2K +$230 +3 +2%
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