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Preferred Bank
PFBC

Overview Fund Activity

174 hedge funds and large institutions have $612M invested in Preferred Bank in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-3
Holders Change %
-1.69%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
22
Increased
66
Reduced
66
Closed
24
Calls
$54K
Puts
$27K
Net Calls
+$27K
Net Calls Change
-$189K

Top Buyers

1
State Street
1
State Street
Massachusetts
$33.3M
2
Millennium Management
2
Millennium Management
New York
$18.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$10.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$50.8M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2.72M

Top Sellers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.51M
3
AIA
3
Avalon Investment & Advisory
Texas
$0
4
EC
4
EJF Capital
Virginia
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Acadian Asset Management
176
Acadian Asset Management
Massachusetts
– -$1.4M -18,745 Closed
Squarepoint
177
Squarepoint
New York
– -$1.07M -14,304 Closed
TFA
178
Toth Financial Advisory
Virginia
– -$770K -10,325 Closed
NYLIM
179
New York Life Investment Management
New York
– -$571K -7,657 Closed
M1FG
180
Mach-1 Financial Group
Arkansas
– -$543K -7,277 Closed
PP
181
PDT Partners
New York
– -$394K -5,280 Closed
RJA
182
Raymond James & Associates
Florida
– -$296K -3,968 Closed
MYIA
183
Mount Yale Investment Advisors
Colorado
– -$236K -3,156 Closed
Stifel Financial
184
Stifel Financial
Missouri
– -$232K -3,106 Closed
ECM
185
Everence Capital Management
Indiana
– -$217 -2,910 Closed
MHI
186
Miller Howard Investments
New York
– -$215K -2,885 Closed
MOACM
187
Mutual of America Capital Management
New York
– -$207K -2,768 Closed
PMEF
188
Point72 Middle East FZE
United Arab Emirates
– -$48.9K -655 Closed
FMP
189
Financial Management Professionals
Texas
– -$48K -642 Closed
CASC
190
Coppell Advisory Solutions Corp
Texas
– -$43.8K -587 Closed
CAS
191
Coppell Advisory Solutions
Texas
– -$43.8K -587 Closed
SO
192
STRS Ohio
Ohio
– -$7K -100 Closed
Rockefeller Capital Management
193
Rockefeller Capital Management
New York
– -$4K -58 Closed
TC
194
Truvestments Capital
Florida
– -$3.58K -48 Closed
AWM
195
Accurate Wealth Management
Florida
– -$1.78K -25 Closed
SWA
196
Sutton Wealth Advisors
Florida
– -$75 -1 Closed
4 5 6 7
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