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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 %
FHA
201
First Horizon Advisors
Tennessee
$1.52K – – –
FFA
202
Farther Finance Advisors
California
$1.45K +$161 +2 +13%
CIBC Private Wealth Group
203
CIBC Private Wealth Group
Georgia
$1.36K – – –
BTI
204
Blue Trust Inc
Georgia
$1.28K +$1.28K +17 New
GEA
205
Glen Eagle Advisors
New Jersey
$1.13K – – –
AA
206
AlphaMark Advisors
Kentucky
$1K – – –
C
207
Covestor
United Kingdom
$1K +$200 +3 +25%
BGAI
208
Bruce G. Allen Investments
Colorado
$963 +$963 +12 New
AF
209
Allworth Financial
California
$883 -$1.04K -13 -54%
FMII
210
Farmers & Merchants Investments Inc
Nebraska
$722 – – –
Nisa Investment Advisors
211
Nisa Investment Advisors
Missouri
$482 – – –
IA
212
IFP Advisors
Florida
$137 -$18.6K -271 -99%
TFM
213
TFC Financial Management
Massachusetts
$81 – – –
MFG
214
Mendota Financial Group
Wisconsin
$81 +$81 +1 New
LFG
215
Larson Financial Group
Missouri
$80 – – –
OAM
216
Oberweis Asset Management
Illinois
– -$7.17M -95,000 Closed
ZIM
217
Zacks Investment Management
Illinois
– -$1.93M -25,590 Closed
JCIA
218
Jackson Creek Investment Advisors
Colorado
– -$1.21M -15,963 Closed
TPSF
219
Texas Permanent School Fund
Texas
– -$1.12M -14,855 Closed
II
220
Inspire Investing
Idaho
– -$791K -10,473 Closed
TI
221
Trexquant Investment
Connecticut
– -$572K -7,578 Closed
CIC
222
Cornercap Investment Counsel
Georgia
– -$560K -7,416 Closed
SGI
223
Summit Global Investments
Utah
– -$550K -7,282 Closed
OQS
224
Occudo Quantitative Strategies
Florida
– -$469K -6,209 Closed
Truist Financial
225
Truist Financial
North Carolina
– -$370K -4,907 Closed
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