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Preferred Bank
PFBC

Overview Fund Activity

168 hedge funds and large institutions have $595M invested in Preferred Bank in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-6
Holders Change %
-3.45%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
62
Reduced
59
Closed
29
Calls
$54K
Puts
$297K
Net Calls
-$243K
Net Calls Change
-$270K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$74M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$2.83M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$16.2M
4
EF
4
Empowered Funds
Pennsylvania
$1.75M
5
BCM
5
Bridgeway Capital Management
Texas
$1.75M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$25.2M
2
Millennium Management
2
Millennium Management
New York
$11M
3
ACA
3
Aptus Capital Advisors
Alabama
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$335K
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
176
Kennedy Capital Management
Missouri
– -$671K -12,240 Closed
JCIA
177
Jackson Creek Investment Advisors
Colorado
– -$649K -11,836 Closed
HIM
178
Hillsdale Investment Management
Ontario, Canada
– -$565K -10,300 Closed
JF
179
Jump Financial
Illinois
– -$526K -9,600 Closed
AWM
180
AE Wealth Management
Kansas
– -$502K -9,164 Closed
Marshall Wace
181
Marshall Wace
United Kingdom
– -$477K -8,700 Closed
GCM
182
Graham Capital Management
Connecticut
– -$300K -5,479 Closed
State of Wisconsin Investment Board
183
State of Wisconsin Investment Board
Wisconsin
– -$227K -4,141 Closed
VF
184
Virtu Financial
New York
– -$219K -3,998 Closed
ACM
185
Aquatic Capital Management
Illinois
– -$126K -2,300 Closed
VI
186
Vestcor Inc
New Brunswick, Canada
– -$80K -1,457 Closed
WP
187
WealthPLAN Partners
Nebraska
– -$74.5K -1,359 Closed
Point72 Asset Management
188
Point72 Asset Management
Connecticut
– -$64.4K -1,175 Closed
MIM
189
Macroview Investment Management
Maryland
– -$10.2K -186 Closed
IAIM
190
International Assets Investment Management
Florida
– -$5.15K -94 Closed
BAM
191
Belpointe Asset Management
Nevada
– -$4.66K -85 Closed
EWA
192
EverSource Wealth Advisors
Alabama
– -$1.54K -28 Closed
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
– -$1K -19 Closed
ASN
194
Advisory Services Network
Georgia
– -$603 -11 Closed
EI
195
Ellevest Inc
New York
– -$274 -5 Closed
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