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Preferred Bank
PFBC

Overview Fund Activity

139 hedge funds and large institutions have $716M invested in Preferred Bank in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-5
Holders Change %
-3.47%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
61
Reduced
46
Closed
17
Calls
–
Puts
$338K
Net Calls
-$338K
Net Calls Change
-$646K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.9M
2
BlackRock
BlackRock
New York
+$9.88M
3
Millennium Management
Millennium Management
New York
+$8.34M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.5M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.5M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$6.83M
3
EI
EAM Investors
California
-$4.02M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$3.37M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$78.2M +$26.2K +427 +0%
BlackRock
2
BlackRock
New York
$59.5M +$9.88M +160,809 +20%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$55.1M +$12.9M +209,615 +31%
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$49.7M +$1.76M +28,647 +4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$41.1M +$2.5M +40,598 +6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$34.6M +$1.03M +16,749 +3%
State Street
7
State Street
Massachusetts
$28.8M +$26.2K +427 +0.1%
Renaissance Technologies
8
Renaissance Technologies
New York
$22.4M +$2.4M +39,000 +12%
SCA
9
Stieven Capital Advisors
Missouri
$20.1M -$2.34M -38,100 -10%
Allianz Asset Management
10
Allianz Asset Management
Germany
$18.8M +$767K +12,473 +4%
Northern Trust
11
Northern Trust
Illinois
$16.8M +$715K +11,634 +4%
PFC
12
Phocas Financial Corp
California
$14.8M -$146K -2,382 -1%
Boston Partners
13
Boston Partners
Massachusetts
$14.4M +$447K +7,266 +3%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$13.4M -$2.89M -47,070 -18%
Millennium Management
15
Millennium Management
New York
$11.4M +$8.34M +135,628 +268%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$11.3M -$2.4M -39,042 -18%
MCM
17
Maltese Capital Management
New York
$10.6M -$1.74M -28,270 -14%
BCM
18
Basswood Capital Management
New York
$10.3M -$2.14M -34,865 -17%
DCM
19
Driehaus Capital Management
Illinois
$9.89M +$524K +8,525 +6%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$8.68M +$1.16M +18,899 +15%
RCAMU
21
Rothschild & Co Asset Management US
Connecticut
$8.53M +$1.57M +25,621 +23%
Ameriprise
22
Ameriprise
Minnesota
$8.02M -$2.59M -42,134 -24%
Bank of America
23
Bank of America
North Carolina
$7.39M +$740K +12,046 +11%
Deutsche Bank
24
Deutsche Bank
Germany
$6.04M +$2.35M +38,199 +64%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$5.75M -$195K -3,179 -3%
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