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Preferred Bank
PFBC

Overview Fund Activity

132 hedge funds and large institutions have $726M invested in Preferred Bank in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 52 reducing their positions, and 23 closing their positions.

Holders
132
Holders Change
-8
Holders Change %
-5.71%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
17
Increased
43
Reduced
52
Closed
23
Calls
$229K
Puts
$624K
Net Calls
-$395K
Net Calls Change
-$199K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$18.4M
2
PFC
2
Phocas Financial Corp
California
$9.97M
3
PFMOSF
3
Philadelphia Financial Management of San Francisco
California
$9.08M
4
SCA
4
Stieven Capital Advisors
Missouri
$16.9M
5
State Street
5
State Street
Massachusetts
$36.4M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$13.8M
3
Northern Trust
3
Northern Trust
Illinois
$13.4M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$2.13M
5
RC
5
Roubaix Capital
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$140M 2,195,838 -2,190 -0.1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$72.3M 1,135,901 -2,822 -0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$55.6M 873,566 +27,843 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$54.3M 852,791 +23,895 +3%
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$41.1M 644,930 -24,978 -4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$40.2M 630,472 -24,027 -4%
State Street
7
State Street
Massachusetts
$36.4M 571,703 +84,065 +17%
Boston Partners
8
Boston Partners
Massachusetts
$18.4M 287,602 +287,602 New
SCA
9
Stieven Capital Advisors
Missouri
$16.9M 265,897 +84,595 +47%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$15.1M 237,135 +17,549 +8%
Renaissance Technologies
11
Renaissance Technologies
New York
$13.8M 216,755 -53,500 -20%
Northern Trust
12
Northern Trust
Illinois
$13.4M 210,000 -48,659 -19%
Ameriprise
13
Ameriprise
Minnesota
$11.2M 175,961 -5,117 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$11.2M 175,106 +2,407 +1%
Goldman Sachs
15
Goldman Sachs
New York
$10.8M 170,085 +41,307 +32%
PFC
16
Phocas Financial Corp
California
$9.97M 156,594 +156,594 New
LSV Asset Management
17
LSV Asset Management
Illinois
$9.67M 151,779 -30,800 -17%
PFMOSF
18
Philadelphia Financial Management of San Francisco
California
$9.08M 142,553 +87,934 +161%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$8.25M 125,181 -5,234 -4%
MCM
20
Maltese Capital Management
New York
$7.33M 115,030 +31,390 +38%
Principal Financial Group
21
Principal Financial Group
Iowa
$6.8M 106,832 +720 +0.7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$6.77M 106,391 +10,923 +11%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$6.47M 101,535 -6,145 -6%
Charles Schwab
24
Charles Schwab
California
$5.93M 93,081 +2,438 +3%
Bank of America
25
Bank of America
North Carolina
$4.82M 75,717 +4,909 +7%
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