Preferred Bank
PFBC
144 hedge funds and large institutions have $791M invested in Preferred Bank in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 55 reducing their positions, and 5 closing their positions.
340% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 5
13% more funds holding
Funds holding: 127 → 144 (+17)
7% more capital invested
Capital invested by funds: $736M → $791M (+$55.1M)
0.1% less ownership
Funds ownership: 74.07% → 73.96% (-0.1%)
29% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
+$17.3M |
| 2 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$9.44M |
| 3 |
Millennium Management
New York
|
+$9.22M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.85M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$3.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$43.6M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$10M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$3.68M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
-$2.61M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.35M |
PFBC Hedge Fund Activity: Q4 2021 in Review
144 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Preferred Bank (PFBC) for Q4 2021, worth a combined $791M — up 7.5% from $736M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new PFBC positions and 5 closed out — a net gain of 17 holders — while 39 added to existing stakes and 55 trimmed.
The largest buyer was HSBC Holdings, adding an estimated $17.3M. The largest seller was BlackRock, cutting an estimated $43.6M.
- 144 institutional investors held Preferred Bank (PFBC) as of Q4 2021, up from 127 in Q3 2021.
- Funds reported $791M of Preferred Bank stock for Q4 2021, up 7.5% quarter-over-quarter.
- 22 funds opened new Preferred Bank positions in Q4 2021 and 5 closed out, a net change of +17 holders.
- The largest Preferred Bank buyer in Q4 2021 was HSBC Holdings, an estimated $17.3M added.
- The largest Preferred Bank seller in Q4 2021 was BlackRock, an estimated $43.6M sold.
Based on aggregated 13F filings for Q4 2021.