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Preferred Bank
PFBC

Overview Fund Activity

220 hedge funds and large institutions have $994M invested in Preferred Bank in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+4
Holders Change %
+1.85%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
25
Increased
73
Reduced
79
Closed
19
Calls
$380K
Puts
$35K
Net Calls
+$345K
Net Calls Change
+$730K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$17.5M
2
WAM
2
Weiss Asset Management
Massachusetts
$7.12M
3
KCM
3
Kennedy Capital Management
Missouri
$7.79M
4
American Century Companies
4
American Century Companies
Missouri
$17.2M
5
State Street
5
State Street
Massachusetts
$55.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$21.3M
2
BlackRock
2
BlackRock
New York
$111M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$11.5M
4
GCP
4
GSA Capital Partners
United Kingdom
$512K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
176
KBC Group
Belgium
$79K +$25K +289 +46%
MPWT
177
MassMutual Private Wealth & Trust
Connecticut
$68.8K +$1.38K +16 +2%
RS
178
R Squared
Hong Kong
$64.8K +$64.8K +750 New
Osaic Holdings
179
Osaic Holdings
Arizona
$60.4K +$3.8K +44 +7%
CCM
180
Copeland Capital Management
Pennsylvania
$59.4K +$777 +9 +1%
SAM
181
Smartleaf Asset Management
Massachusetts
$48.9K +$33.5K +385 +218%
PMAM
182
Picton Mahoney Asset Management
Ontario, Canada
$47K +$24.7K +289 +111%
US Bancorp
183
US Bancorp
Minnesota
$46.4K -$86 -1 -0.2%
CAS
184
Coppell Advisory Solutions
Texas
$36.1K – – –
GI
185
GAMMA Investing
California
$33.3K +$6.05K +70 +22%
PAS
186
Point72 Asia (Singapore)
Singapore
$31K -$50.6K -586 -62%
TRCT
187
Tower Research Capital (TRC)
New York
$25.5K -$63K -729 -71%
QCG
188
Quadrant Capital Group
Ohio
$20.5K +$1.81K +21 +10%
HNB
189
Huntington National Bank
Ohio
$16.4K +$3.11K +36 +23%
Ohio Public Employees Retirement System (OPERS)
190
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.4K -$210K -2,427 -93%
AAP
191
Arax Advisory Partners
Colorado
$14.6K – – –
UB
192
UMB Bank
Missouri
$13.2K -$1.47K -17 -10%
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$10.5K -$2.85K -33 -21%
TSMHT
194
Thurston Springer Miller Herd & Titak
Indiana
$9.85K +$8.12K +94 +470%
Mitsubishi UFJ Asset Management
195
Mitsubishi UFJ Asset Management
Japan
$8.45K – – –
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$8.21K – – –
TWD
197
True Wealth Design
Ohio
$7.26K – – –
C
198
Covestor
United Kingdom
$3K +$1.45K +14 +93%
EWA
199
EverSource Wealth Advisors
Alabama
$2.76K +$2.76K +32 New
VCM
200
Versant Capital Management
Arizona
$2.68K +$864 +10 +48%
6 7
8
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