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Preferred Bank
PFBC

Overview Fund Activity

128 hedge funds and large institutions have $622M invested in Preferred Bank in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 46 reducing their positions, and 14 closing their positions.

Holders
128
Holders Change
+2
Holders Change %
+1.59%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
41
Reduced
46
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$13.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$18.7M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$9.63M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$13.5M
5
Ameriprise
5
Ameriprise
Minnesota
$11.6M

Top Sellers

1
SFM
1
Systematic Financial Management
New Jersey
$2.68M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$2.22M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$4.91M
4
PI
4
Putnam Investments
Massachusetts
$887K
5
SCA
5
Stieven Capital Advisors
Missouri
$23.6M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$80.3M 1,330,142 -39,097 -3%
BlackRock
2
BlackRock
New York
$45.8M 759,658 +7,916 +1%
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$38M 630,281 -16,930 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$35.3M 584,224 +29,303 +5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$31.7M 525,325 +40,270 +8%
SCA
6
Stieven Capital Advisors
Missouri
$23.6M 391,071 -41,900 -10%
State Street
7
State Street
Massachusetts
$22.1M 366,075 -22,621 -6%
Renaissance Technologies
8
Renaissance Technologies
New York
$21.5M 356,055 -17,002 -5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$18.7M 309,800 +97,530 +46%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$18.2M 302,729 -1,110 -0.4%
Northern Trust
11
Northern Trust
Illinois
$15.5M 257,075 -2,400 -0.9%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$13.5M 223,205 +57,890 +35%
Millennium Management
13
Millennium Management
New York
$13.1M 216,307 +105,065 +94%
Ameriprise
14
Ameriprise
Minnesota
$11.6M 191,782 +51,656 +37%
MCM
15
Maltese Capital Management
New York
$11M 181,500 -24,900 -12%
BCM
16
Basswood Capital Management
New York
$10.1M 167,283 – –
Allianz Asset Management
17
Allianz Asset Management
Germany
$9.63M 159,543 +68,612 +75%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$8.49M 140,600 +17,908 +15%
DCM
19
Driehaus Capital Management
Illinois
$8.21M 136,008 +48,760 +56%
RCAMU
20
Rothschild & Co Asset Management US
Connecticut
$7.91M 131,094 +237 +0.2%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$7.48M 123,935 – –
Geode Capital Management
22
Geode Capital Management
Massachusetts
$7.12M 117,927 +1,940 +2%
KCM
23
Kennedy Capital Management
Missouri
$5.95M 98,597 -1,946 -2%
Charles Schwab
24
Charles Schwab
California
$5.81M 96,314 +19,211 +25%
CAM
25
ClariVest Asset Management
California
$5.74M 95,041 +28,030 +42%
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