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Preferred Bank
PFBC

Overview Fund Activity

144 hedge funds and large institutions have $737M invested in Preferred Bank in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+6
Holders Change %
+4.35%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
24
Increased
52
Reduced
49
Closed
17
Calls
$308K
Puts
–
Net Calls
+$308K
Net Calls Change
+$525K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$20.5M
2
Boston Partners
Boston Partners
Massachusetts
+$14.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$12.7M
4
State Street
State Street
Massachusetts
+$5.95M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$5.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$15.5M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$4.58M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.38M
4
Deutsche Bank
Deutsche Bank
Germany
-$3.06M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
-$2.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$81.7M +$201K +3,134 +0.2%
BlackRock
2
BlackRock
New York
$51.8M +$742K +11,559 +1%
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$50.1M +$5.2M +81,049 +12%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$44.1M +$20.5M +320,009 +87%
Vanguard Group
5
Vanguard Group
Pennsylvania
$40.3M +$1.55M +24,096 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$35.1M +$363K +5,654 +1%
State Street
7
State Street
Massachusetts
$30M +$5.95M +92,637 +25%
SCA
8
Stieven Capital Advisors
Missouri
$23.5M -$173K -2,700 -0.7%
Renaissance Technologies
9
Renaissance Technologies
New York
$20.9M -$2.52M -39,181 -11%
Allianz Asset Management
10
Allianz Asset Management
Germany
$18.8M +$1.53M +23,799 +9%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$18.2M +$12.7M +197,095 +226%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$17M -$3.38M -52,684 -17%
Northern Trust
13
Northern Trust
Illinois
$16.8M +$118K +1,833 +0.7%
PFC
14
Phocas Financial Corp
California
$15.6M -$886K -13,804 -5%
Boston Partners
15
Boston Partners
Massachusetts
$14.5M +$14.5M +226,619 New
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$14.3M -$305K -4,748 -2%
BCM
17
Basswood Capital Management
New York
$13M +$2.24M +34,865 +21%
MCM
18
Maltese Capital Management
New York
$12.8M +$905K +14,102 +8%
Ameriprise
19
Ameriprise
Minnesota
$11.1M -$1.45M -22,625 -12%
DCM
20
Driehaus Capital Management
Illinois
$9.78M -$2.07M -32,235 -17%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$7.86M +$186K +2,900 +2%
RCAMU
22
Rothschild & Co Asset Management US
Connecticut
$7.27M -$456K -7,097 -6%
Bank of America
23
Bank of America
North Carolina
$6.95M +$971K +15,134 +16%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$6.83M -$4.58M -71,317 -40%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$6.21M -$2.67M -41,610 -30%
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