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Preferred Bank
PFBC

Overview Fund Activity

160 hedge funds and large institutions have $743M invested in Preferred Bank in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 12 closing their positions.

Holders
160
Holders Change
-3
Holders Change %
-1.84%
% of All Funds
2.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
14
Increased
58
Reduced
58
Closed
12
Calls
$74K
Puts
–
Net Calls
+$74K
Net Calls Change
+$74K

Top Buyers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$11.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.8M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.75M
4
RJA
4
Raymond James & Associates
Florida
$1.55M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$9.79M

Top Sellers

1
State Street
1
State Street
Massachusetts
$37.8M
2
Millennium Management
2
Millennium Management
New York
$7.54M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$71.5M
4
Norges Bank
4
Norges Bank
Norway
$707K
5
Goldman Sachs
5
Goldman Sachs
New York
$6.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$98.2M 1,443,006 -3,111 -0.2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$71.5M 1,051,798 -50,536 -5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$65.4M 961,195 -14,554 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$61.6M 905,304 +17,577 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$41.5M 609,718 -13,064 -2%
State Street
6
State Street
Massachusetts
$37.8M 555,949 -90,256 -14%
Nuveen Asset Management
7
Nuveen Asset Management
Illinois
$36.3M 533,981 +9,395 +2%
SCA
8
Stieven Capital Advisors
Missouri
$21.1M 309,697 +3,600 +1%
Boston Partners
9
Boston Partners
Massachusetts
$19.7M 286,815 +5,410 +2%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$19.5M 281,398 +8,913 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$16.6M 243,763 +1,688 +0.7%
Northern Trust
12
Northern Trust
Illinois
$13.3M 195,388 -2,627 -1%
PFMOSF
13
Philadelphia Financial Management of San Francisco
California
$11.5M 168,628 +80,288 +91%
MCM
14
Maltese Capital Management
New York
$11.4M 168,263 +13,263 +9%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$11.3M 165,996 +163 +0.1%
Renaissance Technologies
16
Renaissance Technologies
New York
$9.79M 143,855 +18,900 +15%
PFC
17
Phocas Financial Corp
California
$9.74M 143,217 -1,628 -1%
Invesco
18
Invesco
Georgia
$9.74M 143,193 -10,462 -7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$9.13M 134,238 +16,060 +14%
Morgan Stanley
20
Morgan Stanley
New York
$8.8M 129,397 +43,848 +51%
Millennium Management
21
Millennium Management
New York
$7.54M 110,871 -63,724 -36%
Charles Schwab
22
Charles Schwab
California
$6.61M 97,114 -369 -0.4%
Principal Financial Group
23
Principal Financial Group
Iowa
$6.52M 95,801 -4,314 -4%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$6.37M 93,652 +1,317 +1%
EC
25
EJF Capital
Virginia
$6.33M 93,086 -10,573 -10%
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