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Preferred Bank
PFBC

Overview Fund Activity

107 hedge funds and large institutions have $313M invested in Preferred Bank in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+5
Holders Change %
+4.9%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
51
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$8.26M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$7.15M
3
PI
Putnam Investments
Massachusetts
$4.04M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$49.2M
5
SCA
Stieven Capital Advisors
Missouri
$18M

Top Sellers

1
BCM
Basswood Capital Management
New York
$20.5M
2
TAM
THB Asset Management
Connecticut
$4.85M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$10.6M
4
Renaissance Technologies
Renaissance Technologies
New York
$12.1M
5
Deutsche Bank
Deutsche Bank
Germany
$74K
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$49.2M +$3.37M +94,200 +7%
BCM
2
Basswood Capital Management
New York
$20.5M -$2.35M -65,690 -10%
SCA
3
Stieven Capital Advisors
Missouri
$18M +$2.96M +82,800 +20%
Vanguard Group
4
Vanguard Group
Pennsylvania
$15.8M +$216K +6,045 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$14.5M +$471K +13,166 +3%
BFA
6
BlackRock Fund Advisors
California
$12.1M +$888K +24,837 +8%
Renaissance Technologies
7
Renaissance Technologies
New York
$12.1M -$1.4M -39,100 -10%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$10.6M -$1.52M -42,647 -13%
EPCA
9
Elizabeth Park Capital Advisors
Ohio
$10.5M -$770K -21,549 -7%
MCM
10
Maltese Capital Management
New York
$9.64M +$2.16M +60,400 +29%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$9.23M +$299K +8,361 +3%
Nuveen Asset Management
12
Nuveen Asset Management
Illinois
$8.26M +$8.26M +231,036 New
State Street
13
State Street
Massachusetts
$7.97M +$233K +6,515 +3%
BIT
14
BlackRock Institutional Trust
California
$7.49M +$2.56M +71,665 +52%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$7.15M +$4.34M +121,287 +154%
Northern Trust
16
Northern Trust
Illinois
$5.54M +$265K +7,407 +5%
TAM
17
THB Asset Management
Connecticut
$4.85M -$1.93M -53,962 -28%
PI
18
Putnam Investments
Massachusetts
$4.04M +$4.04M +113,100 New
KCM
19
Kennedy Capital Management
Missouri
$3.6M -$66.6K -1,862 -2%
Prudential Financial
20
Prudential Financial
New Jersey
$3.54M +$540K +15,100 +18%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$3.41M +$128K +3,577 +4%
AllianceBernstein
22
AllianceBernstein
Tennessee
$2.83M +$707K +19,776 +33%
MAM
23
Martingale Asset Management
Massachusetts
$2.8M +$1.34M +37,406 +91%
Millennium Management
24
Millennium Management
New York
$2.64M +$1.06M +29,655 +67%
Charles Schwab
25
Charles Schwab
California
$2.57M +$720K +20,150 +39%
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