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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 %
MG
201
Mather Group
Illinois
$2.59K – – –
FFO
202
Fortitude Family Office
Arizona
$2.59K – – –
WSFS
203
Wilmington Savings Fund Society
Delaware
$2.16K – – –
Bessemer Group
204
Bessemer Group
New Jersey
$2K – – –
RIL
205
Rothschild Investment LLC
Illinois
$1.73K +$1.73K +20 New
FHA
206
First Horizon Advisors
Tennessee
$1.64K – – –
LC
207
Lindbrook Capital
California
$1.56K -$86 -1 -5%
FFA
208
Farther Finance Advisors
California
$1.56K – – –
GEA
209
Glen Eagle Advisors
New Jersey
$1.23K – – –
BGAI
210
Bruce G. Allen Investments
Colorado
$1.04K – – –
AA
211
AlphaMark Advisors
Kentucky
$1K – – –
AF
212
Allworth Financial
California
$954 – – –
FMII
213
Farmers & Merchants Investments Inc
Nebraska
$777 – – –
Nisa Investment Advisors
214
Nisa Investment Advisors
Missouri
$518 – – –
SS
215
SBI Securities
Japan
$518 +$518 +6 New
IA
216
IFP Advisors
Florida
$259 +$86 +1 +50%
GRP
217
Global Retirement Partners
California
$173 +$173 +2 New
TFM
218
TFC Financial Management
Massachusetts
$87 – – –
LFG
219
Larson Financial Group
Missouri
$86 – – –
VI
220
Versor Investments
New York
– -$1.3M -16,154 Closed
Jacobs Levy Equity Management
221
Jacobs Levy Equity Management
New Jersey
– -$888K -11,065 Closed
GC
222
Guggenheim Capital
Illinois
– -$646K -8,052 Closed
State of Wisconsin Investment Board
223
State of Wisconsin Investment Board
Wisconsin
– -$579K -7,210 Closed
PP
224
PDT Partners
New York
– -$556K -6,934 Closed
JAM
225
Jupiter Asset Management
United Kingdom
– -$551K -6,867 Closed
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9
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