We are live on ! Find out more
PFBC icon

Preferred Bank

75 hedge funds and large institutions have $176M invested in Preferred Bank in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 14

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

41% more capital invested

Capital invested by funds: $125M → $176M (+$51M)

12% more funds holding

Funds holding: 6775 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
75
Holders Change
+8
Holders Change %
+11.94%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
34
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$29.6M +$61.8K +2,715 +0.2%
BCM
2
Basswood Capital Management
New York
$19.7M +$5.44M +239,040 +46%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$16.7M
SCA
4
Stieven Capital Advisors
Missouri
$11.7M +$1.5M +66,000 +17%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.6M +$200K +8,809 +2%
BFA
6
BlackRock Fund Advisors
California
$8.52M +$26.7K +1,174 +0.4%
JP Morgan Chase
7
JP Morgan Chase
New York
$7.24M +$2.26M +99,515 +55%
Renaissance Technologies
8
Renaissance Technologies
New York
$6.39M +$591K +25,969 +12%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$6.23M +$38.7K +1,700 +0.7%
State Street
10
State Street
Massachusetts
$4.62M +$22.9K +1,007 +0.6%
MCM
11
Maltese Capital Management
New York
$4.54M -$7.43M -326,709 -65%
BIT
12
BlackRock Institutional Trust
California
$4.26M +$371K +16,323 +11%
EPCA
13
Elizabeth Park Capital Advisors
Ohio
$3.91M +$1.03M +45,363 +43%
Northern Trust
14
Northern Trust
Illinois
$3.79M -$131K -5,775 -4%
BCM
15
Bridgeway Capital Management
Texas
$2.87M
Invesco
16
Invesco
Georgia
$2.54M +$1.96M +86,286 +743%
TAM
17
THB Asset Management
Connecticut
$2.27M +$124K +5,443 +7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.92M +$104K +4,550 +7%
EI
19
EAM Investors
California
$1.85M +$1.62M +71,193 New
TCIM
20
TIAA CREF Investment Management
New York
$1.42M
KCM
21
Kennedy Capital Management
Missouri
$1.35M +$927K +40,762 +360%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$1.34M +$357K +15,690 +44%
CCM
23
Cadence Capital Management
Massachusetts
$1.32M -$92.4K -4,063 -7%
Morgan Stanley
24
Morgan Stanley
New York
$1.21M -$281K -12,367 -21%
NFA
25
Nationwide Fund Advisors
Ohio
$1.17M +$218K +9,600 +27%

PFBC Hedge Fund Activity: Q1 2014 in Review

75 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Preferred Bank (PFBC) for Q1 2014, worth a combined $176M — up 41% from $125M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PFBC positions and 6 closed out — a net gain of 8 holders — while 34 added to existing stakes and 14 trimmed.

The largest buyer was Basswood Capital Management, adding an estimated $5.44M. The largest seller was Maltese Capital Management, cutting an estimated $7.43M.

  • 75 institutional investors held Preferred Bank (PFBC) as of Q1 2014, up from 67 in Q4 2013.
  • Funds reported $176M of Preferred Bank stock for Q1 2014, up 41% quarter-over-quarter.
  • 14 funds opened new Preferred Bank positions in Q1 2014 and 6 closed out, a net change of +8 holders.
  • The largest Preferred Bank buyer in Q1 2014 was Basswood Capital Management, an estimated $5.44M added.
  • The largest Preferred Bank seller in Q1 2014 was Maltese Capital Management, an estimated $7.43M sold.

Based on aggregated 13F filings for Q1 2014.