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Preferred Bank
PFBC

Overview Fund Activity

79 hedge funds and large institutions have $200M invested in Preferred Bank in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
31
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
$2.7M
2
MCM
Maltese Capital Management
New York
$4.94M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.06M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$867K
5
NI
Numeric Investors
Massachusetts
$575K

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$0
2
Invesco
Invesco
Georgia
$198K
3
RFC
Russell Frank Company
Washington
$314K
4
TC
TFS Capital
Pennsylvania
$0
5
BCM
Basswood Capital Management
New York
$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$36.5M +$488K +17,772 +1%
BCM
2
Basswood Capital Management
New York
$27.7M -$374K -13,616 -1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$17.8M – – –
SCA
4
Stieven Capital Advisors
Missouri
$12.5M -$22K -800 -0.2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$10.3M +$7.99K +291 +0.1%
BFA
6
BlackRock Fund Advisors
California
$8.78M -$104K -3,796 -1%
Renaissance Technologies
7
Renaissance Technologies
New York
$7.95M +$363K +13,220 +5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$7.45M +$261K +9,510 +4%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$7.06M +$1.1M +40,000 +18%
EPCA
10
Elizabeth Park Capital Advisors
Ohio
$5.53M -$104K -3,790 -2%
State Street
11
State Street
Massachusetts
$5.29M +$65.8K +2,397 +1%
MCM
12
Maltese Capital Management
New York
$4.94M +$1.28M +46,600 +35%
BIT
13
BlackRock Institutional Trust
California
$4.13M +$83.7K +3,047 +2%
Northern Trust
14
Northern Trust
Illinois
$3.45M +$160K +5,822 +5%
BCM
15
Bridgeway Capital Management
Texas
$2.94M -$108K -3,920 -4%
Prudential Financial
16
Prudential Financial
New Jersey
$2.7M +$1.52M +55,405 +130%
TAM
17
THB Asset Management
Connecticut
$2.3M -$15.5K -565 -0.7%
EI
18
EAM Investors
California
$2.13M +$17.1K +621 +0.8%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.02M +$9.48K +345 +0.5%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.94M +$139K +5,065 +8%
Morgan Stanley
21
Morgan Stanley
New York
$1.75M +$180K +6,536 +11%
Charles Schwab
22
Charles Schwab
California
$1.53M -$203K -7,395 -12%
TCIM
23
TIAA CREF Investment Management
New York
$1.42M – – –
KCM
24
Kennedy Capital Management
Missouri
$1.41M -$1.81K -66 -0.1%
NFA
25
Nationwide Fund Advisors
Ohio
$1.27M +$216K +7,865 +21%
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