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Preferred Bank
PFBC

Overview Fund Activity

136 hedge funds and large institutions have $609M invested in Preferred Bank in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-1
Holders Change %
-0.73%
% of All Funds
2.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
50
Reduced
49
Closed
13
Calls
$304K
Puts
–
Net Calls
+$304K
Net Calls Change
+$304K

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.94M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$2.78M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$2.53M
4
EVM
Eaton Vance Management
Massachusetts
+$2.16M
5
Victory Capital Management
Victory Capital Management
Texas
+$2.06M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$4.79M
2
Marshall Wace
Marshall Wace
United Kingdom
-$4.31M
3
Millennium Management
Millennium Management
New York
-$3.55M
4
MCM
Maltese Capital Management
New York
-$2.72M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$2.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$111M +$333K +6,365 +0.3%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$66.4M +$496K +9,464 +0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$46.1M +$1.14M +21,783 +3%
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$44M -$4.79M -91,495 -10%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$36.1M +$146K +2,784 +0.4%
State Street
6
State Street
Massachusetts
$23.4M -$48.2K -921 -0.2%
Renaissance Technologies
7
Renaissance Technologies
New York
$21.8M +$1.64M +31,300 +8%
Boston Partners
8
Boston Partners
Massachusetts
$20.9M -$413K -7,876 -2%
SCA
9
Stieven Capital Advisors
Missouri
$15.2M -$83.8K -1,600 -0.5%
LSV Asset Management
10
LSV Asset Management
Illinois
$14.6M -$1.22M -23,290 -8%
Northern Trust
11
Northern Trust
Illinois
$14.5M +$44.1K +841 +0.3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$10.7M +$208K +3,975 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$10.6M -$857K -16,356 -7%
Ameriprise
14
Ameriprise
Minnesota
$10.1M -$1.53M -29,120 -13%
PFC
15
Phocas Financial Corp
California
$9.39M -$14.4K -274 -0.2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$8.91M +$719K +13,722 +9%
BCM
17
Basswood Capital Management
New York
$8.76M – – –
MCM
18
Matarin Capital Management
New York
$6.87M +$528K +10,080 +8%
Goldman Sachs
19
Goldman Sachs
New York
$6.7M +$1.96M +37,338 +41%
Principal Financial Group
20
Principal Financial Group
Iowa
$6.1M -$83.4K -1,593 -1%
Bank of America
21
Bank of America
North Carolina
$5.53M +$181K +3,453 +3%
MCM
22
Maltese Capital Management
New York
$4.77M -$2.72M -51,856 -36%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$4.52M +$629K +12,000 +16%
Charles Schwab
24
Charles Schwab
California
$4.42M +$128K +2,438 +3%
AllianceBernstein
25
AllianceBernstein
Tennessee
$4.31M +$2.53M +48,290 +142%
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