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Preferred Bank
PFBC

Overview Fund Activity

216 hedge funds and large institutions have $882M invested in Preferred Bank in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 79 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+7
Holders Change %
+3.35%
% of All Funds
3.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
72
Reduced
79
Closed
21
Calls
$16K
Puts
$401K
Net Calls
-$385K
Net Calls Change
-$53K

Top Buyers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$7.33M
2
Boston Partners
2
Boston Partners
Massachusetts
$41.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$23.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.21M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$90.2M

Top Sellers

1
OAM
1
Oberweis Asset Management
Illinois
$0
2
American Century Companies
2
American Century Companies
Missouri
$11.1M
3
SCA
3
Stieven Capital Advisors
Missouri
$9.44M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$37.5M
5
MCM
5
Maltese Capital Management
New York
$5.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
151
Everence Capital Management
Indiana
$234K – – –
Mariner
152
Mariner
Kansas
$234K +$2.01K +25 +0.9%
DFCM
153
Dark Forest Capital Management
Puerto Rico
$232K +$232K +2,897 New
CANY
154
Caxton Associates (New York)
New York
$222K +$222K +2,772 New
COPPSERS
155
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$213K -$321 -4 -0.2%
RJFSA
156
Raymond James Financial Services Advisors
Florida
$210K +$210K +2,613 New
Ohio Public Employees Retirement System (OPERS)
157
Ohio Public Employees Retirement System (OPERS)
Ohio
$209K +$3.61K +45 +2%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$201K +$117K +1,460 +140%
PCM
159
Princeton Capital Management
New Jersey
$201K +$201K +2,500 New
Amundi
160
Amundi
France
$164K +$14K +176 +9%
PD
161
Point72 (DIFC)
United Arab Emirates
$162K +$94.4K +1,176 +139%
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$159K – – –
AAM
163
Advisors Asset Management
Colorado
$153K +$101K +1,258 +194%
AIP
164
Ameritas Investment Partners
Nebraska
$107K – – –
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$100K -$2.33K -29 -2%
PFBT
166
Parkside Financial Bank & Trust
Missouri
$94.4K +$22.6K +282 +32%
GC
167
Globeflex Capital
California
$92.8K – – –
TRCT
168
Tower Research Capital (TRC)
New York
$82.2K -$942K -11,738 -92%
PCM
169
Palouse Capital Management
Washington
$80.2K -$42.1K -524 -34%
PAS
170
Point72 Asia (Singapore)
Singapore
$75.8K +$75.8K +945 New
MPWT
171
MassMutual Private Wealth & Trust
Connecticut
$62.6K – – –
CCM
172
Copeland Capital Management
Pennsylvania
$54.5K +$54.5K +679 New
Osaic Holdings
173
Osaic Holdings
Arizona
$52.7K -$563 -7 -1%
KBC Group
174
KBC Group
Belgium
$50K – – –
US Bancorp
175
US Bancorp
Minnesota
$43.2K +$321 +4 +0.7%
5 6
7
8 9