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Preferred Bank
PFBC

Overview Fund Activity

134 hedge funds and large institutions have $707M invested in Preferred Bank in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
134
Holders Change
-2
Holders Change %
-1.47%
% of All Funds
2.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
52
Reduced
50
Closed
13
Calls
$288K
Puts
–
Net Calls
+$288K
Net Calls Change
-$16K

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$20.9M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$6.85M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$8.15M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$4.85M
5
Invesco
5
Invesco
Georgia
$4.61M

Top Sellers

1
PFC
1
Phocas Financial Corp
California
$9.82M
2
Boston Partners
2
Boston Partners
Massachusetts
$18.7M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$47.8M
4
CEP
4
Chicago Equity Partners
Illinois
$378K
5
MSL
5
Mackay Shields LLC
New York
$1.98M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$127M 2,111,808 -12,008 -0.6%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$76.9M 1,278,967 +11,920 +0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$53.6M 891,377 +10,527 +1%
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$47.8M 794,819 -45,230 -5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$40.9M 681,013 -8,983 -1%
State Street
6
State Street
Massachusetts
$25.8M 429,905 -17,036 -4%
Renaissance Technologies
7
Renaissance Technologies
New York
$25.8M 428,855 +13,100 +3%
Principal Financial Group
8
Principal Financial Group
Iowa
$20.9M 347,230 +230,861 +198%
Boston Partners
9
Boston Partners
Massachusetts
$18.7M 311,267 -87,370 -22%
SCA
10
Stieven Capital Advisors
Missouri
$17.4M 289,572 +200 +0.1%
Northern Trust
11
Northern Trust
Illinois
$16.1M 268,018 -9,724 -4%
LSV Asset Management
12
LSV Asset Management
Illinois
$15.1M 251,512 -26,800 -10%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$12.6M 209,292 +5,279 +3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$12.3M 204,902 +2,635 +1%
Ameriprise
15
Ameriprise
Minnesota
$11M 183,846 -8,477 -4%
BCM
16
Basswood Capital Management
New York
$10.1M 167,283 – –
PFC
17
Phocas Financial Corp
California
– – -179,188 Closed
Goldman Sachs
18
Goldman Sachs
New York
$9.29M 154,596 +26,600 +21%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$8.64M 143,763 -26,315 -15%
MCM
20
Matarin Capital Management
New York
$8.16M 135,827 +4,618 +4%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$8.15M 135,667 +49,472 +57%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$6.85M 113,987 +54,254 +91%
MCM
23
Maltese Capital Management
New York
$6.01M 100,043 +9,051 +10%
Bank of America
24
Bank of America
North Carolina
$5.32M 88,490 -17,023 -16%
Charles Schwab
25
Charles Schwab
California
$5.09M 84,700 +361 +0.4%
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