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Preferred Bank
PFBC

Overview Fund Activity

163 hedge funds and large institutions have $828M invested in Preferred Bank in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 44 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+18
Holders Change %
+12.41%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
29
Increased
44
Reduced
62
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
$11.4M
2
State Street
State Street
Massachusetts
$47.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$72.3M
4
AIA
Avalon Investment & Advisory
Texas
$2.87M
5
Millennium Management
Millennium Management
New York
$12.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$6.27M
2
PFMOSF
Philadelphia Financial Management of San Francisco
California
$6.55M
3
Renaissance Technologies
Renaissance Technologies
New York
$9.26M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$0
5
LSV Asset Management
LSV Asset Management
Illinois
$5.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$107M -$11.6K -157 -0%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$81.7M -$2.21M -29,842 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$72.3M +$4.24M +57,168 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$65.8M +$1.47M +19,892 +2%
State Street
5
State Street
Massachusetts
$47.9M +$6.57M +88,699 +16%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$46.1M +$56.8K +767 +0.1%
Nuveen Asset Management
7
Nuveen Asset Management
Illinois
$39.8M -$1.62M -21,334 -4%
SCA
8
Stieven Capital Advisors
Missouri
$22.7M -$504K -6,800 -2%
Boston Partners
9
Boston Partners
Massachusetts
$20.7M +$32.3K +439 +0.2%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$20.2M +$520K +6,994 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$17.9M -$25.6K -346 -0.1%
Northern Trust
12
Northern Trust
Illinois
$14.7M -$445K -6,009 -3%
Millennium Management
13
Millennium Management
New York
$12.9M +$2.6M +35,034 +25%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$12.3M -$165K -2,226 -1%
MCM
15
Maltese Capital Management
New York
$11.5M +$556K +7,500 +5%
Invesco
16
Invesco
Georgia
$11.4M +$7.71M +104,067 +210%
PFC
17
Phocas Financial Corp
California
$10.7M -$180K -2,433 -2%
Goldman Sachs
18
Goldman Sachs
New York
$9.53M -$42.2K -569 -0.4%
Renaissance Technologies
19
Renaissance Technologies
New York
$9.26M -$2.91M -39,300 -24%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8.76M -$186K -2,513 -2%
EC
21
EJF Capital
Virginia
$7.68M +$190K +2,561 +3%
Principal Financial Group
22
Principal Financial Group
Iowa
$7.42M -$563K -7,597 -7%
Charles Schwab
23
Charles Schwab
California
$7.22M -$42.7K -576 -0.6%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$6.84M +$889K +12,002 +15%
PFMOSF
25
Philadelphia Financial Management of San Francisco
California
$6.55M -$3.57M -48,210 -35%
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