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Preferred Bank
PFBC

Overview Fund Activity

119 hedge funds and large institutions have $399M invested in Preferred Bank in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-15
Holders Change %
-11.19%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
46
Reduced
39
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.69M
2
Principal Financial Group
Principal Financial Group
Iowa
+$7.89M
3
Invesco
Invesco
Georgia
+$7.26M
4
PFC
Phocas Financial Corp
California
+$5.08M
5
Victory Capital Management
Victory Capital Management
Texas
+$1.91M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$3.82M
2
PI
Putnam Investments
Massachusetts
-$3.75M
3
SCA
Stieven Capital Advisors
Missouri
-$3.69M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$3.3M
5
BlackRock
BlackRock
New York
-$3.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$68.3M -$3.17M -93,742 -4%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$41.3M -$1.94M -57,434 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.5M +$395K +11,670 +1%
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$23.1M -$3.82M -112,901 -14%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$21.5M -$1.49M -44,203 -6%
Principal Financial Group
6
Principal Financial Group
Iowa
$19.6M +$7.89M +233,299 +67%
State Street
7
State Street
Massachusetts
$15.6M +$1.01M +29,879 +7%
Renaissance Technologies
8
Renaissance Technologies
New York
$13.9M -$585K -17,300 -4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$13.3M +$8.69M +257,008 +189%
Invesco
10
Invesco
Georgia
$9.86M +$7.26M +214,702 +280%
Northern Trust
11
Northern Trust
Illinois
$9.12M +$51K +1,508 +0.6%
LSV Asset Management
12
LSV Asset Management
Illinois
$8.18M -$325K -9,600 -4%
Boston Partners
13
Boston Partners
Massachusetts
$7.65M -$2.81M -83,560 -27%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$7.42M +$339K +10,030 +5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$6.53M -$402K -11,899 -6%
Ameriprise
16
Ameriprise
Minnesota
$6.38M +$159K +4,700 +3%
SCA
17
Stieven Capital Advisors
Missouri
$6.11M -$3.69M -108,970 -38%
BCM
18
Basswood Capital Management
New York
$5.66M – – –
Goldman Sachs
19
Goldman Sachs
New York
$5.24M +$14.2K +420 +0.3%
MCM
20
Matarin Capital Management
New York
$5.16M +$566K +16,727 +12%
PFC
21
Phocas Financial Corp
California
$5.08M +$5.08M +150,247 New
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$4.47M +$747K +22,902 +20%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3.9M -$962K -28,449 -20%
Victory Capital Management
24
Victory Capital Management
Texas
$3.57M +$1.91M +56,478 +115%
MCM
25
Maltese Capital Management
New York
$3.53M +$145K +4,290 +4%
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