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Preferred Bank
PFBC

Overview Fund Activity

195 hedge funds and large institutions have $783M invested in Preferred Bank in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 73 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+9
Holders Change %
+4.84%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
73
Reduced
72
Closed
16
Calls
$240K
Puts
$58K
Net Calls
+$182K
Net Calls Change
-$254K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$13.9M
3
SGCIA
3
Smith Graham & Co Investment Advisors
Texas
$6.52M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$38.7M
5
American Century Companies
5
American Century Companies
Missouri
$11.9M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$63.5M
2
BlackRock
2
BlackRock
New York
$97M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$366K
4
Invesco
4
Invesco
Georgia
$3.79M
5
Boston Partners
5
Boston Partners
Massachusetts
$34M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
176
GAMMA Investing
California
$13.1K +$13.1K +182 New
UB
177
UMB Bank
Missouri
$11.9K – – –
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$11.3K +$438 +6 +4%
RCM
179
Raleigh Capital Management
North Carolina
$10.3K -$874 -12 -8%
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$7.67K +$731 +10 +11%
AWM
181
Avior Wealth Management
Nebraska
$4.97K -$803 -11 -14%
Mitsubishi UFJ Asset Management
182
Mitsubishi UFJ Asset Management
Japan
$4.34K – – –
ASN
183
Advisory Services Network
Georgia
$3.14K +$3.14K +43 New
MIM
184
Macroview Investment Management
Maryland
$2.85K -$9.2K -126 -76%
FFO
185
Fortitude Family Office
Arizona
$2.19K +$2.19K +30 New
AF
186
Allworth Financial
California
$1.75K +$950 +13 +118%
LC
187
Lindbrook Capital
California
$1.39K -$73 -1 -5%
FHA
188
First Horizon Advisors
Tennessee
$1.39K – – –
AA
189
AlphaMark Advisors
Kentucky
$1K – – –
GWS
190
Glassman Wealth Services
Virginia
$950 – – –
FFA
191
Farther Finance Advisors
California
$804 -$950 -13 -54%
FMII
192
Farmers & Merchants Investments Inc
Nebraska
$657 – – –
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$438 – – –
DA
194
Denali Advisors
California
– -$616K -9,900 Closed
COPPSERS
195
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$544K -8,744 Closed
ADIM
196
Alpha DNA Investment Management
Maryland
– -$539K -8,652 Closed
AWM
197
AE Wealth Management
Kansas
– -$538K -8,643 Closed
M1FG
198
Mach-1 Financial Group
Arkansas
– -$475K -7,632 Closed
SGI
199
Summit Global Investments
Utah
– -$355K -5,706 Closed
HWAM
200
Hennion & Walsh Asset Management
New Jersey
– -$290K -4,659 Closed
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