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Preferred Bank
PFBC

Overview Fund Activity

129 hedge funds and large institutions have $712M invested in Preferred Bank in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 55 reducing their positions, and 10 closing their positions.

Holders
129
Holders Change
-3
Holders Change %
-2.27%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
41
Reduced
55
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
Royce & Associates
New York
$6.72M
2
PI
2
Putnam Investments
Massachusetts
$3.51M
3
State Street
3
State Street
Massachusetts
$39.6M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$10.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$5.97M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$34.1M
2
BlackRock
2
BlackRock
New York
$133M
3
Ameriprise
3
Ameriprise
Minnesota
$5.63M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$5.33M
5
Goldman Sachs
5
Goldman Sachs
New York
$7.59M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$133M 2,097,701 -98,137 -4%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$71.8M 1,134,913 -988 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$56.6M 894,809 +21,243 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$55.6M 878,096 +25,305 +3%
State Street
5
State Street
Massachusetts
$39.6M 625,524 +53,821 +9%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$39M 616,770 -13,702 -2%
Nuveen Asset Management
7
Nuveen Asset Management
Illinois
$34.1M 538,999 -105,931 -16%
SCA
8
Stieven Capital Advisors
Missouri
$19.2M 303,997 +38,100 +14%
Boston Partners
9
Boston Partners
Massachusetts
$18M 285,318 -2,284 -0.8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$14.8M 233,379 -3,756 -2%
Northern Trust
11
Northern Trust
Illinois
$13.4M 211,242 +1,242 +0.6%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$10.9M 162,980 +37,799 +30%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$10.9M 171,573 -3,533 -2%
Renaissance Technologies
14
Renaissance Technologies
New York
$10.8M 170,855 -45,900 -21%
PFC
15
Phocas Financial Corp
California
$9.47M 149,752 -6,842 -4%
LSV Asset Management
16
LSV Asset Management
Illinois
$9.43M 148,979 -2,800 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$8.08M 127,644 +21,253 +20%
Goldman Sachs
18
Goldman Sachs
New York
$7.59M 119,918 -50,167 -29%
MCM
19
Maltese Capital Management
New York
$7.59M 119,898 +4,868 +4%
Principal Financial Group
20
Principal Financial Group
Iowa
$7.25M 114,576 +7,744 +7%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$6.85M 108,335 +6,800 +7%
RA
22
Royce & Associates
New York
$6.72M 106,167 +86,596 +442%
Charles Schwab
23
Charles Schwab
California
$5.99M 94,584 +1,503 +2%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$5.97M 94,406 +39,522 +72%
Ameriprise
25
Ameriprise
Minnesota
$5.63M 89,054 -86,907 -49%
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