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Preferred Bank
PFBC

Overview Fund Activity

140 hedge funds and large institutions have $568M invested in Preferred Bank in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 36 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+22
Holders Change %
+18.64%
% of All Funds
2.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
36
Reduced
52
Closed
8
Calls
$484K
Puts
$680K
Net Calls
-$196K
Net Calls Change
+$340K

Top Buyers

1
BlackRock
BlackRock
New York
+$7.89M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$7.12M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$5.44M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$4.24M
5
EC
EJF Capital
Virginia
+$2.76M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$22M
2
PFC
Phocas Financial Corp
California
-$5.14M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$4.01M
4
BCM
Basswood Capital Management
New York
-$3.65M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$111M +$7.89M +156,385 +8%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$57.5M -$4.01M -79,375 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$42.7M -$2.36M -46,802 -5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$41.8M +$7.12M +141,000 +20%
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$33.8M +$1.28M +25,383 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$33M -$545K -10,797 -2%
State Street
7
State Street
Massachusetts
$24.6M +$1.29M +25,526 +6%
Renaissance Technologies
8
Renaissance Technologies
New York
$13.6M -$2.64M -52,400 -16%
Northern Trust
9
Northern Trust
Illinois
$13.1M -$373K -7,396 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$11.1M -$510K -10,112 -4%
LSV Asset Management
11
LSV Asset Management
Illinois
$9.21M -$1.73M -34,233 -16%
SCA
12
Stieven Capital Advisors
Missouri
$9.15M +$20.2K +400 +0.2%
Ameriprise
13
Ameriprise
Minnesota
$9.14M +$399K +7,908 +5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$8.72M -$444K -8,803 -5%
PFC
15
Phocas Financial Corp
California
$8.2M -$5.14M -160,149 Closed
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$6.7M -$1.19M -23,118 -15%
Goldman Sachs
17
Goldman Sachs
New York
$6.5M -$2.03M -40,166 -24%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$5.44M +$5.44M +107,680 New
Principal Financial Group
19
Principal Financial Group
Iowa
$5.36M -$22M -436,726 -80%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.82M +$261K +5,173 +6%
BCM
21
Basswood Capital Management
New York
$4.79M -$3.65M -72,400 -43%
Morgan Stanley
22
Morgan Stanley
New York
$4.6M +$753K +14,915 +20%
Charles Schwab
23
Charles Schwab
California
$4.58M +$17.9K +355 +0.4%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$4.24M +$4.24M +83,925 New
MCM
25
Maltese Capital Management
New York
$4.22M -$14.1K -280 -0.3%
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