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Preferred Bank
PFBC

Overview Fund Activity

177 hedge funds and large institutions have $787M invested in Preferred Bank in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 61 reducing their positions, and 6 closing their positions.

Holders
177
Holders Change
+21
Holders Change %
+13.46%
% of All Funds
2.86%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
29
Increased
59
Reduced
61
Closed
6
Calls
$246K
Puts
$30K
Net Calls
+$216K
Net Calls Change
+$171K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$19.9M
2
Boston Partners
2
Boston Partners
Massachusetts
$36.9M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$9.73M
4
Morgan Stanley
4
Morgan Stanley
New York
$12.4M
5
OAM
5
Oberweis Asset Management
Illinois
$2.25M

Top Sellers

1
PI
1
Putnam Investments
Massachusetts
$508K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$64.5M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$34.2M
4
EC
4
EJF Capital
Virginia
$2.49M
5
State Street
5
State Street
Massachusetts
$38.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$104M 1,396,085 -5,363 -0.4%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$77.8M 1,042,815 -717 -0.1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$65.7M 880,879 -8,152 -0.9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$64.5M 864,347 -56,990 -6%
State Street
5
State Street
Massachusetts
$38.3M 513,363 -40,299 -7%
Boston Partners
6
Boston Partners
Massachusetts
$36.9M 497,683 +197,401 +66%
Nuveen Asset Management
7
Nuveen Asset Management
Illinois
$34.2M 458,445 -55,575 -11%
HSBC Holdings
8
HSBC Holdings
United Kingdom
$21.7M 289,926 +7,987 +3%
SCA
9
Stieven Capital Advisors
Missouri
$21.3M 285,387 -24,110 -8%
Millennium Management
10
Millennium Management
New York
$19.9M 266,322 +248,717 +1,413%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$18.8M 252,184 +7,562 +3%
PFMOSF
12
Philadelphia Financial Management of San Francisco
California
$14.9M 199,608 -12,457 -6%
Northern Trust
13
Northern Trust
Illinois
$14.5M 194,776 +2,540 +1%
Morgan Stanley
14
Morgan Stanley
New York
$12.4M 166,741 +47,818 +40%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$12.1M 162,120 -2,410 -1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$11.4M 153,152 -16,411 -10%
PFC
17
Phocas Financial Corp
California
$11M 147,748 -206 -0.1%
Renaissance Technologies
18
Renaissance Technologies
New York
$10.5M 140,855 +17,600 +14%
Invesco
19
Invesco
Georgia
$10.4M 138,725 -4,414 -3%
Goldman Sachs
20
Goldman Sachs
New York
$10.2M 136,407 -7,687 -5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$9.9M 132,663 -3,192 -2%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$9.73M 130,400 +62,630 +92%
MCM
23
Maltese Capital Management
New York
$9.21M 123,400 -30,900 -20%
Charles Schwab
24
Charles Schwab
California
$7.43M 99,585 +212 +0.2%
American Century Companies
25
American Century Companies
Missouri
$6.52M 87,324 +28,315 +48%
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