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Preferred Bank
PFBC

Overview Fund Activity

168 hedge funds and large institutions have $595M invested in Preferred Bank in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 29 closing their positions.

Holders
168
Holders Change
-6
Holders Change %
-3.45%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
62
Reduced
59
Closed
29
Calls
$54K
Puts
$297K
Net Calls
-$243K
Net Calls Change
-$270K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$74M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$2.83M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$16.2M
4
BCM
4
Bridgeway Capital Management
Texas
$1.75M
5
EST
5
EA Series Trust
Pennsylvania
$1.75M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$25.2M
2
Millennium Management
2
Millennium Management
New York
$11M
3
ACA
3
Aptus Capital Advisors
Alabama
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$335K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$76.4M 1,388,859 -2,144 -0.2%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$74M 1,346,457 +296,820 +28%
Vanguard Group
3
Vanguard Group
Pennsylvania
$47.9M 871,720 -723 -0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$34.2M 621,751 -12,093 -2%
State Street
5
State Street
Massachusetts
$32.8M 596,144 -11,879 -2%
Boston Partners
6
Boston Partners
Massachusetts
$28.7M 508,531 -22,897 -4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$25.2M 458,855 -468,072 -50%
Nuveen Asset Management
8
Nuveen Asset Management
Illinois
$23.3M 424,622 +9,433 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$16.2M 294,087 +34,725 +13%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$15.9M 285,761 +1,866 +0.7%
SCA
11
Stieven Capital Advisors
Missouri
$14.5M 264,288 +14,700 +6%
Goldman Sachs
12
Goldman Sachs
New York
$11.4M 207,769 +17,988 +9%
Millennium Management
13
Millennium Management
New York
$11M 200,229 -129,845 -39%
Northern Trust
14
Northern Trust
Illinois
$10.8M 196,539 +5,188 +3%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$10.2M 185,440 +23,350 +14%
Morgan Stanley
16
Morgan Stanley
New York
$9.68M 175,999 +4,575 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$8.9M 161,804 +8,104 +5%
PFC
18
Phocas Financial Corp
California
$8.15M 148,193 -1,065 -0.7%
Invesco
19
Invesco
Georgia
$6.87M 124,959 +823 +0.7%
Renaissance Technologies
20
Renaissance Technologies
New York
$6.79M 123,455 -7,300 -6%
MCM
21
Maltese Capital Management
New York
$6.31M 114,700 -1,878 -2%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$6.23M 113,230 -38,181 -25%
Charles Schwab
23
Charles Schwab
California
$5.62M 102,231 +3,509 +4%
American Century Companies
24
American Century Companies
Missouri
$4.9M 89,094 +11,232 +14%
Principal Financial Group
25
Principal Financial Group
Iowa
$4.3M 78,196 -6,084 -7%
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