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Preferred Bank
PFBC

Overview Fund Activity

220 hedge funds and large institutions have $994M invested in Preferred Bank in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+4
Holders Change %
+1.85%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
25
Increased
73
Reduced
79
Closed
19
Calls
$380K
Puts
$35K
Net Calls
+$345K
Net Calls Change
+$730K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$17.5M
2
WAM
2
Weiss Asset Management
Massachusetts
$7.12M
3
KCM
3
Kennedy Capital Management
Missouri
$7.79M
4
American Century Companies
4
American Century Companies
Missouri
$17.2M
5
State Street
5
State Street
Massachusetts
$55.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$21.3M
2
BlackRock
2
BlackRock
New York
$111M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$11.5M
4
GCP
4
GSA Capital Partners
United Kingdom
$512K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
151
Savant Capital
Illinois
$278K – – –
OPERF
152
Oregon Public Employees Retirement Fund
Oregon
$256K – – –
CCIA
153
Campbell & Co Investment Adviser
Maryland
$241K +$241K +2,793 New
Mariner
154
Mariner
Kansas
$235K -$16.7K -193 -7%
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$234K +$63.2K +732 +37%
A
156
AlphaQuest
New York
$230K -$473K -5,475 -67%
COPPSERS
157
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$229K -$259 -3 -0.1%
D.E. Shaw & Co
158
D.E. Shaw & Co
New York
$222K -$311K -3,596 -58%
Teacher Retirement System of Texas
159
Teacher Retirement System of Texas
Texas
$219K -$132K -1,535 -38%
PFSRSONJ
160
Police & Firemen's Retirement System of New Jersey
New Jersey
$217K +$217K +2,517 New
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$217K +$605 +7 +0.3%
PCM
162
Princeton Capital Management
New Jersey
$216K – – –
MCP
163
Militia Capital Partners
Nevada
$216K +$216K +2,500 New
Wealth Enhancement Advisory Services
164
Wealth Enhancement Advisory Services
Minnesota
$209K +$209K +2,418 New
Victory Capital Management
165
Victory Capital Management
Texas
$205K -$1.57M -18,152 -88%
BHCM
166
Brevan Howard Capital Management
Jersey
$203K -$187K -2,170 -48%
CC
167
Centiva Capital
New York
$203K +$203K +2,353 New
VF
168
Virtu Financial
New York
$203K +$203K +2,351 New
PD
169
Point72 (DIFC)
United Arab Emirates
$171K -$4.15K -48 -2%
DZ Bank
170
DZ Bank
Germany
$117K +$117K +1,350 New
AIP
171
Ameritas Investment Partners
Nebraska
$115K – – –
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$106K -$1.99K -23 -2%
PFBT
173
Parkside Financial Bank & Trust
Missouri
$102K – – –
GC
174
Globeflex Capital
California
$99.9K – – –
PCM
175
Palouse Capital Management
Washington
$86.3K – – –
5 6
7
8 9