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Preferred Bank
PFBC

Overview Fund Activity

216 hedge funds and large institutions have $882M invested in Preferred Bank in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 79 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+7
Holders Change %
+3.35%
% of All Funds
3.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
72
Reduced
79
Closed
21
Calls
$16K
Puts
$401K
Net Calls
-$385K
Net Calls Change
-$53K

Top Buyers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$7.33M
2
Boston Partners
2
Boston Partners
Massachusetts
$41.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$23.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.21M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$90.2M

Top Sellers

1
OAM
1
Oberweis Asset Management
Illinois
$0
2
American Century Companies
2
American Century Companies
Missouri
$11.1M
3
SCA
3
Stieven Capital Advisors
Missouri
$9.44M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$37.5M
5
MCM
5
Maltese Capital Management
New York
$5.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
176
Coppell Advisory Solutions
Texas
$36.1K – – –
CFM
177
Catalyst Funds Management
Australia
$32.1K +$32.1K +400 New
GI
178
GAMMA Investing
California
$25.3K +$3.77K +47 +18%
NS
179
NBC Securities
Alabama
$24K – – –
PMAM
180
Picton Mahoney Asset Management
Ontario, Canada
$21K -$151K -1,876 -88%
QCG
181
Quadrant Capital Group
Ohio
$17.3K – – –
SAM
182
Smartleaf Asset Management
Massachusetts
$14.1K -$5.58K -70 -28%
UB
183
UMB Bank
Missouri
$13.6K +$883 +11 +7%
AAP
184
Arax Advisory Partners
Colorado
$13.6K +$1.04K +13 +8%
CPA
185
Capital Performance Advisors
California
$13.1K +$13.1K +163 New
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$12.4K – – –
HNB
187
Huntington National Bank
Ohio
$12.4K -$2.73K -34 -18%
PFC
188
Phocas Financial Corp
California
$10.9K -$668 -8,318 -6%
Mitsubishi UFJ Asset Management
189
Mitsubishi UFJ Asset Management
Japan
$7.87K -$17.7K -221 -69%
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$7.62K – – –
TWD
191
True Wealth Design
Ohio
$6.74K +$6.74K +84 New
QL
192
Quarry LP
New York
$5.06K -$8.99K -112 -64%
MIM
193
Macroview Investment Management
Maryland
$3.13K – – –
MG
194
Mather Group
Illinois
$2.41K – – –
FFO
195
Fortitude Family Office
Arizona
$2.41K – – –
WSFS
196
Wilmington Savings Fund Society
Delaware
$2.01K +$2.01K +25 New
Bessemer Group
197
Bessemer Group
New Jersey
$2K +$2K +20 New
VCM
198
Versant Capital Management
Arizona
$1.69K +$1.69K +21 New
TSMHT
199
Thurston Springer Miller Herd & Titak
Indiana
$1.61K – – –
LC
200
Lindbrook Capital
California
$1.53K – – –
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8
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