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Preferred Bank
PFBC

Overview Fund Activity

143 hedge funds and large institutions have $720M invested in Preferred Bank in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 46 increasing their positions, 45 reducing their positions, and 29 closing their positions.

Holders
143
Holders Change
+4
Holders Change %
+2.88%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
46
Reduced
45
Closed
29
Calls
$257K
Puts
–
Net Calls
+$257K
Net Calls Change
+$595K

Top Buyers

1
BlackRock
1
BlackRock
New York
$120M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$51.4M
3
State Street
3
State Street
Massachusetts
$35.6M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$7.09M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$11.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$38.2M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$0
3
DCM
3
Driehaus Capital Management
Illinois
$0
4
CAM
4
ClariVest Asset Management
California
$0
5
CCI
5
Columbus Circle Investors
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$120M 2,047,837 +1,079,822 +112%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$72.6M 1,241,663 -31,287 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$51.4M 879,043 +210,979 +32%
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$50.5M 862,558 +53,827 +7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$38.2M 653,800 -242,326 -27%
State Street
6
State Street
Massachusetts
$35.6M 608,941 +140,601 +30%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$34.4M 588,582 +25,264 +4%
SCA
8
Stieven Capital Advisors
Missouri
$17.1M 293,072 -34,600 -11%
Renaissance Technologies
9
Renaissance Technologies
New York
$17.1M 292,055 -72,200 -20%
Northern Trust
10
Northern Trust
Illinois
$15.9M 271,966 -750 -0.3%
Allianz Asset Management
11
Allianz Asset Management
Germany
$14.2M 243,321 -62,180 -20%
Boston Partners
12
Boston Partners
Massachusetts
$13.3M 228,164 -5,721 -2%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$12.7M 216,971 -524 -0.2%
Ameriprise
14
Ameriprise
Minnesota
$12.6M 215,043 +84,610 +65%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$11.4M 194,351 +100,819 +108%
Millennium Management
16
Millennium Management
New York
$11.1M 189,187 +2,921 +2%
MCM
17
Maltese Capital Management
New York
$10.8M 184,069 +12,289 +7%
BCM
18
Basswood Capital Management
New York
$9.79M 167,283 – –
PFC
19
Phocas Financial Corp
California
$9.75M 166,641 -74,066 -31%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$9.12M 155,875 +14,574 +10%
RCAMU
21
Rothschild & Co Asset Management US
Connecticut
$8.08M 138,100 -737 -0.5%
Principal Financial Group
22
Principal Financial Group
Iowa
$7.09M 121,136 +112,758 +1,346%
Invesco
23
Invesco
Georgia
$6.96M 118,923 +38,081 +47%
Bank of America
24
Bank of America
North Carolina
$6.61M 113,026 -7,211 -6%
Goldman Sachs
25
Goldman Sachs
New York
$5.68M 97,154 +56,202 +137%
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