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Preferred Bank
PFBC

Overview Fund Activity

137 hedge funds and large institutions have $552M invested in Preferred Bank in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 61 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-9
Holders Change %
-6.16%
% of All Funds
2.98%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
61
Reduced
48
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
Matarin Capital Management
New York
+$4.91M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$4.02M
3
LSV Asset Management
LSV Asset Management
Illinois
+$3.38M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.35M
5
PI
Putnam Investments
Massachusetts
+$2.88M

Top Sellers

1
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$5.81M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$3.17M
3
Marshall Wace
Marshall Wace
United Kingdom
-$2.73M
4
BCM
BHZ Capital Management
California
-$2.67M
5
JC
JCSD Capital
California
-$2.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$100M +$1.49M +31,589 +2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$59.4M +$294K +6,230 +0.5%
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$44M +$4.02M +85,003 +10%
Vanguard Group
4
Vanguard Group
Pennsylvania
$40.6M -$274K -5,794 -0.7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$32.5M +$1.13M +23,821 +4%
State Street
6
State Street
Massachusetts
$21.2M -$990K -20,945 -4%
Boston Partners
7
Boston Partners
Massachusetts
$19.2M -$554K -11,697 -3%
Renaissance Technologies
8
Renaissance Technologies
New York
$18.2M +$435K +9,200 +2%
LSV Asset Management
9
LSV Asset Management
Illinois
$14.3M +$3.38M +71,569 +31%
SCA
10
Stieven Capital Advisors
Missouri
$13.7M -$170K -3,600 -1%
Northern Trust
11
Northern Trust
Illinois
$13.1M +$96.4K +2,041 +0.7%
Ameriprise
12
Ameriprise
Minnesota
$10.5M +$271K +5,737 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$10.3M +$292K +6,187 +3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$9.45M +$554K +11,736 +6%
PFC
15
Phocas Financial Corp
California
$8.48M +$852K +18,032 +11%
BCM
16
Basswood Capital Management
New York
$7.9M – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$7.39M +$3.35M +70,809 +83%
MCM
18
Maltese Capital Management
New York
$6.75M -$965K -20,422 -13%
MCM
19
Matarin Capital Management
New York
$5.72M +$4.91M +103,861 +601%
Principal Financial Group
20
Principal Financial Group
Iowa
$5.57M -$596K -12,617 -10%
Bank of America
21
Bank of America
North Carolina
$4.82M +$244K +5,170 +5%
Wells Fargo
22
Wells Fargo
California
$4.37M +$1.23M +26,094 +39%
Marshall Wace
23
Marshall Wace
United Kingdom
$4.31M -$2.73M -57,863 -39%
Goldman Sachs
24
Goldman Sachs
New York
$4.28M +$365K +7,720 +9%
Charles Schwab
25
Charles Schwab
California
$3.87M +$89.7K +1,899 +2%
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