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Preferred Bank
PFBC

Overview Fund Activity

186 hedge funds and large institutions have $650M invested in Preferred Bank in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 59 increasing their positions, 70 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+18
Holders Change %
+10.71%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
59
Reduced
70
Closed
13
Calls
$486K
Puts
$50K
Net Calls
+$436K
Net Calls Change
+$679K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$15.1M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$28.9M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$40.9M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$4.31M
5
OAM
5
Oberweis Asset Management
Illinois
$5.14M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.45M
2
Goldman Sachs
2
Goldman Sachs
New York
$7.61M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$8.03M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.41M
5
Invesco
5
Invesco
Georgia
$5.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
176
Lindbrook Capital
California
$1.25K – – –
FHA
177
First Horizon Advisors
Tennessee
$1.18K -$1.49K -24 -56%
AA
178
AlphaMark Advisors
Kentucky
$1K – – –
GWS
179
Glassman Wealth Services
Virginia
$809 – – –
AF
180
Allworth Financial
California
$685 +$685 +11 New
FMII
181
Farmers & Merchants Investments Inc
Nebraska
$560 – – –
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$374 +$374 +6 New
AssetMark Inc
183
AssetMark Inc
California
$125 +$125 +2 New
CSS
184
Cubist Systematic Strategies
Connecticut
– -$589K -10,706 Closed
TI
185
Trexquant Investment
Connecticut
– -$527K -9,581 Closed
EC
186
Elequin Capital
New York
– -$444K -8,079 Closed
GCM
187
Gallacher Capital Management
Colorado
– -$402K -7,308 Closed
MAM
188
Martingale Asset Management
Massachusetts
– -$309K -5,620 Closed
DFCM
189
Dark Forest Capital Management
Puerto Rico
– -$308K -5,609 Closed
Verition Fund Management
190
Verition Fund Management
Connecticut
– -$304K -5,535 Closed
QT
191
Quantbot Technologies
New York
– -$251K -4,570 Closed
OR
192
Olympiad Research
Connecticut
– -$202K -3,682 Closed
PCM
193
Prelude Capital Management
New York
– -$202K -3,682 Closed
PMEF
194
Point72 Middle East FZE
United Arab Emirates
– -$139K -2,536 Closed
Bessemer Group
195
Bessemer Group
New Jersey
– -$3K -58 Closed
AWM
196
Abound Wealth Management
Tennessee
– -$495 -9 Closed
RI
197
Ridgewood Investments
New Jersey
– -$7 – –
4 5 6 7
8