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Preferred Bank

209 hedge funds and large institutions have $822M invested in Preferred Bank in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 74 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+14
Holders Change %
+7.18%
% of All Funds
3.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
74
Reduced
69
Closed
18
Calls
Puts
$332K
Net Calls
-$332K
Net Calls Change
+$21K
Name Holding Trade Value Shares
Change
Shares
Change %
GI
176
GAMMA Investing
California
$20.2K +$6.27K +83 +45%
SAM
177
Smartleaf Asset Management
Massachusetts
$18.2K +$18.2K +247 New
QCG
178
Quadrant Capital Group
Ohio
$16.3K +$830 +11 +5%
HNB
179
Huntington National Bank
Ohio
$14.2K -$12.5K -165 -47%
QL
180
Quarry LP
New York
$13.2K +$13.2K +175 New
UB
181
UMB Bank
Missouri
$12K -$755 -10 -6%
AAP
182
Arax Advisory Partners
Colorado
$11.8K +$11.8K +156 New
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$11.7K
PFC
184
Phocas Financial Corp
California
$10.9K -$206 -2,735 -2%
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$7.17K -$755 -10 -10%
CFB
186
Cullen/Frost Bankers
Texas
$5.21K +$5.21K +69 New
AWM
187
Avior Wealth Management
Nebraska
$5.13K -$11.9K -158 -70%
Lazard Asset Management
188
Lazard Asset Management
New York
$4K -$15.6K -258 -80%
MIM
189
Macroview Investment Management
Maryland
$2.95K
CA
190
Continuum Advisory
Idaho
$2.49K
MG
191
Mather Group
Illinois
$2.3K +$2.3K +30 New
FFO
192
Fortitude Family Office
Arizona
$2.27K
AF
193
Allworth Financial
California
$2.01K
CAM
194
Creekmur Asset Management
Illinois
$1.96K +$1.96K +26 New
TSMHT
195
Thurston Springer Miller Herd & Titak
Indiana
$1.51K +$1.51K +20 New
FHA
196
First Horizon Advisors
Tennessee
$1.43K
LC
197
Lindbrook Capital
California
$1.43K
CIBC Private Wealth Group
198
CIBC Private Wealth Group
Georgia
$1.25K +$1.25K +17 New
FFA
199
Farther Finance Advisors
California
$1.2K
GEA
200
Glen Eagle Advisors
New Jersey
$1.06K +$1.06K +14 New