PFBC icon

Preferred Bank
PFBC

Overview Fund Activity

174 hedge funds and large institutions have $612M invested in Preferred Bank in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 66 reducing their positions, and 24 closing their positions.

Holders
174
Holders Change
-3
Holders Change %
-1.69%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
22
Increased
66
Reduced
66
Closed
24
Calls
$54K
Puts
$27K
Net Calls
+$27K
Net Calls Change
-$189K

Top Buyers

1
State Street
1
State Street
Massachusetts
$33.3M
2
Millennium Management
2
Millennium Management
New York
$18.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$10.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$50.8M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2.72M

Top Sellers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.51M
3
AIA
3
Avalon Investment & Advisory
Texas
$0
4
EC
4
EJF Capital
Virginia
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$22.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$76.2M 1,391,003 -5,082 -0.4%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$57.5M 1,049,637 +6,822 +0.7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$50.8M 926,927 +46,048 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$47.8M 872,443 +8,096 +0.9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$34.7M 633,844 +24,494 +4%
State Street
6
State Street
Massachusetts
$33.3M 608,023 +94,660 +18%
Boston Partners
7
Boston Partners
Massachusetts
$28.5M 531,428 +33,745 +7%
Nuveen Asset Management
8
Nuveen Asset Management
Illinois
$22.8M 415,189 -43,256 -9%
Millennium Management
9
Millennium Management
New York
$18.1M 330,074 +63,752 +24%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$15.5M 283,895 -6,031 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$14.2M 259,362 +7,178 +3%
SCA
12
Stieven Capital Advisors
Missouri
$13.7M 249,588 -35,799 -13%
Northern Trust
13
Northern Trust
Illinois
$10.5M 191,351 -3,425 -2%
Goldman Sachs
14
Goldman Sachs
New York
$10.4M 189,781 +53,374 +39%
Morgan Stanley
15
Morgan Stanley
New York
$9.4M 171,424 +4,683 +3%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$8.88M 162,090 +31,690 +24%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$8.42M 153,700 +548 +0.4%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$8.3M 151,411 -10,709 -7%
PFC
19
Phocas Financial Corp
California
$8.18M 149,258 +1,510 +1%
Renaissance Technologies
20
Renaissance Technologies
New York
$7.17M 130,755 -10,100 -7%
Invesco
21
Invesco
Georgia
$6.8M 124,136 -14,589 -11%
MCM
22
Maltese Capital Management
New York
$6.39M 116,578 -6,822 -6%
Charles Schwab
23
Charles Schwab
California
$5.41M 98,722 -863 -0.9%
Ameriprise
24
Ameriprise
Minnesota
$5.07M 92,531 +6,164 +7%
Principal Financial Group
25
Principal Financial Group
Iowa
$4.62M 84,280 -1,571 -2%
1
2 3 4 5