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Preferred Bank
PFBC

Overview Fund Activity

145 hedge funds and large institutions have $791M invested in Preferred Bank in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 55 reducing their positions, and 5 closing their positions.

Holders
145
Holders Change
+18
Holders Change %
+14.17%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
23
Increased
39
Reduced
55
Closed
5
Calls
$388K
Puts
–
Net Calls
+$388K
Net Calls Change
-$818K

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$18.9M
2
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$9.8M
3
Millennium Management
3
Millennium Management
New York
$10M
4
Ameriprise
4
Ameriprise
Minnesota
$11.2M
5
Norges Bank
5
Norges Bank
Norway
$4.04M

Top Sellers

1
BlackRock
1
BlackRock
New York
$104M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$824K
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$884K
4
LSV Asset Management
4
LSV Asset Management
Illinois
$7.99M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.66M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$104M 1,446,274 -631,102 -30%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$81.3M 1,132,176 -223 -0%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$65.9M 918,581 +20,300 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$62.3M 867,835 -23,762 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$44.7M 622,015 +377 +0.1%
State Street
6
State Street
Massachusetts
$40M 557,506 -17,775 -3%
Nuveen Asset Management
7
Nuveen Asset Management
Illinois
$39.2M 545,920 +41,382 +8%
SCA
8
Stieven Capital Advisors
Missouri
$22.5M 312,897 -800 -0.3%
Boston Partners
9
Boston Partners
Massachusetts
$20.4M 280,966 -1,785 -0.6%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$18.9M 265,491 +250,178 +1,634%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$17.4M 242,421 +6,761 +3%
Northern Trust
12
Northern Trust
Illinois
$14.6M 204,024 -6,820 -3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$12.1M 168,059 -6,397 -4%
Renaissance Technologies
14
Renaissance Technologies
New York
$11.8M 164,255 -20,000 -11%
Ameriprise
15
Ameriprise
Minnesota
$11.2M 156,550 +70,204 +81%
MCM
16
Maltese Capital Management
New York
$10.6M 147,500 +12,500 +9%
PFC
17
Phocas Financial Corp
California
$10.6M 147,278 -3,516 -2%
Millennium Management
18
Millennium Management
New York
$10M 139,561 +133,394 +2,163%
PFMOSF
19
Philadelphia Financial Management of San Francisco
California
$9.8M 136,550 +136,550 New
Goldman Sachs
20
Goldman Sachs
New York
$9.28M 129,247 +53,179 +70%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$8.66M 120,691 -34,022 -22%
LSV Asset Management
22
LSV Asset Management
Illinois
$7.99M 111,279 -37,700 -25%
Principal Financial Group
23
Principal Financial Group
Iowa
$7.73M 107,712 -6,789 -6%
EC
24
EJF Capital
Virginia
$7.26M 101,098 +16,347 +19%
Charles Schwab
25
Charles Schwab
California
$7.04M 98,059 +2,165 +2%
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