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Preferred Bank
PFBC

Overview Fund Activity

137 hedge funds and large institutions have $518M invested in Preferred Bank in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 41 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-6
Holders Change %
-4.2%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
62
Reduced
41
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$7.86M
2
BlackRock
BlackRock
New York
+$5.12M
3
JC
JCSD Capital
California
+$2.6M
4
Marshall Wace
Marshall Wace
United Kingdom
+$2.28M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.7M
2
State Street
State Street
Massachusetts
-$5.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$5M
4
PCM
Portolan Capital Management
Massachusetts
-$4.51M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$93.9M +$5.12M +118,199 +6%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$54.1M +$298K +6,875 +0.6%
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$38.1M +$683K +15,765 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$33.1M -$5M -115,305 -13%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$26.6M +$1.07M +24,728 +4%
State Street
6
State Street
Massachusetts
$21.3M -$5.1M -117,575 -19%
Boston Partners
7
Boston Partners
Massachusetts
$17.8M +$7.86M +181,363 +79%
Renaissance Technologies
8
Renaissance Technologies
New York
$14.5M +$1.8M +41,600 +14%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$13.6M -$14.7M -339,939 -52%
SCA
10
Stieven Capital Advisors
Missouri
$12.7M +$30.3K +700 +0.2%
Northern Trust
11
Northern Trust
Illinois
$11.7M -$108K -2,481 -0.9%
Ameriprise
12
Ameriprise
Minnesota
$9.28M -$47.3K -1,090 -0.5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$8.7M +$278K +6,406 +3%
MCM
14
Maltese Capital Management
New York
$8.46M +$478K +11,025 +6%
Allianz Asset Management
15
Allianz Asset Management
Germany
$7.55M -$3M -69,155 -28%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$7.37M +$611K +14,103 +9%
BCM
17
Basswood Capital Management
New York
$7.25M – – –
PFC
18
Phocas Financial Corp
California
$7.07M -$155K -3,586 -2%
Millennium Management
19
Millennium Management
New York
$6.78M -$1.42M -32,707 -17%
RCAMU
20
Rothschild & Co Asset Management US
Connecticut
$6.08M +$92.4K +2,131 +2%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$5.83M -$3.57M -82,433 -38%
Marshall Wace
22
Marshall Wace
United Kingdom
$5.72M +$2.28M +52,561 +66%
Principal Financial Group
23
Principal Financial Group
Iowa
$5.71M +$463K +10,682 +9%
Goldman Sachs
24
Goldman Sachs
New York
$4.78M +$564K +13,020 +13%
Bank of America
25
Bank of America
North Carolina
$4.06M -$844K -19,468 -17%
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