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Preferred Bank
PFBC

Overview Fund Activity

156 hedge funds and large institutions have $700M invested in Preferred Bank in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 66 reducing their positions, and 19 closing their positions.

Holders
156
Holders Change
-4
Holders Change %
-2.5%
% of All Funds
2.7%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
16
Increased
50
Reduced
66
Closed
19
Calls
$45K
Puts
–
Net Calls
+$45K
Net Calls Change
-$29K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$68.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$10.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$9.4M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$13.8M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$2.59M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$923K
2
Millennium Management
2
Millennium Management
New York
$1.15M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$58M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$659K
5
BlackRock
5
BlackRock
New York
$91.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$91.4M 1,401,448 -41,558 -3%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$68.1M 1,043,532 +1,043,532 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$60.1M 921,337 +16,033 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$58M 889,031 -72,164 -8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$39.7M 608,634 -1,084 -0.2%
State Street
6
State Street
Massachusetts
$36.1M 553,662 -2,287 -0.4%
Nuveen Asset Management
7
Nuveen Asset Management
Illinois
$33.5M 514,020 -19,961 -4%
SCA
8
Stieven Capital Advisors
Missouri
$20.2M 309,497 -200 -0.1%
Boston Partners
9
Boston Partners
Massachusetts
$20.1M 300,282 +13,467 +5%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$18.8M 281,939 +541 +0.2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$16M 244,622 +859 +0.4%
PFMOSF
12
Philadelphia Financial Management of San Francisco
California
$13.8M 212,065 +43,437 +26%
Northern Trust
13
Northern Trust
Illinois
$12.5M 192,236 -3,152 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$11.1M 169,563 +3,567 +2%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$10.7M 164,530 +70,878 +76%
MCM
16
Maltese Capital Management
New York
$10.1M 154,300 -13,963 -8%
PFC
17
Phocas Financial Corp
California
$9.65M 147,954 +4,737 +3%
Goldman Sachs
18
Goldman Sachs
New York
$9.4M 144,094 +51,430 +56%
Invesco
19
Invesco
Georgia
$9.34M 143,139 -54 -0%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8.86M 135,855 +1,617 +1%
Renaissance Technologies
21
Renaissance Technologies
New York
$8.04M 123,255 -20,600 -14%
Morgan Stanley
22
Morgan Stanley
New York
$7.76M 118,923 -10,474 -8%
Charles Schwab
23
Charles Schwab
California
$6.48M 99,373 +2,259 +2%
Principal Financial Group
24
Principal Financial Group
Iowa
$5.76M 88,290 -7,511 -8%
EC
25
EJF Capital
Virginia
$5.68M 87,110 -5,976 -6%
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