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Preferred Bank

209 hedge funds and large institutions have $822M invested in Preferred Bank in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 74 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+14
Holders Change %
+7.18%
% of All Funds
3.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
74
Reduced
69
Closed
18
Calls
Puts
$332K
Net Calls
-$332K
Net Calls Change
+$21K
Name Holding Trade Value Shares
Change
Shares
Change %
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$150K
Amundi
152
Amundi
France
$140K +$140K +1,881 New
BFEC
153
Benjamin F. Edwards & Company
Missouri
$134K +$5.14K +68 +4%
PCM
154
Palouse Capital Management
Washington
$115K +$3.85K +51 +3%
Point72 Asset Management
155
Point72 Asset Management
Connecticut
$112K +$29.1K +386 +35%
AIP
156
Ameritas Investment Partners
Nebraska
$100K
CSS
157
Cubist Systematic Strategies
Connecticut
$100K -$169K -2,243 -63%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$96.5K -$3.77K -50 -4%
GC
159
Globeflex Capital
California
$87.3K -$25.7K -340 -23%
CIA
160
Capital Impact Advisors
Massachusetts
$84.4K -$349K -4,617 -81%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$79K +$38.8K +512 +96%
ACM
162
Aquatic Capital Management
Illinois
$67.9K +$67.9K +900 New
PFBT
163
Parkside Financial Bank & Trust
Missouri
$67.5K +$2.72K +36 +4%
PD
164
Point72 (DIFC)
United Arab Emirates
$64K +$26.3K +349 +70%
MPWT
165
MassMutual Private Wealth & Trust
Connecticut
$58.9K +$4.98K +66 +9%
Osaic Holdings
166
Osaic Holdings
Arizona
$50K +$4.08K +54 +9%
AAM
167
Advisors Asset Management
Colorado
$48.9K +$48.9K +648 New
KBC Group
168
KBC Group
Belgium
$47K
A
169
AlphaQuest
New York
$41.6K -$18K -238 -30%
US Bancorp
170
US Bancorp
Minnesota
$40.3K
UFF
171
USA Financial Formulas
Michigan
$36.1K -$34.8K -461 -49%
CAS
172
Coppell Advisory Solutions
Texas
$33.1K +$33.1K +439 New
Mitsubishi UFJ Asset Management
173
Mitsubishi UFJ Asset Management
Japan
$24.1K +$19.5K +258 +423%
NS
174
NBC Securities
Alabama
$22K
IA
175
IFP Advisors
Florida
$20.6K -$1.51K -20 -7%