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Preferred Bank

186 hedge funds and large institutions have $650M invested in Preferred Bank in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 59 increasing their positions, 70 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

9% more capital invested

Capital invested by funds: $595M → $650M (+$54.9M)

2.43% less ownership

Funds ownership: 72.51%70.09% (-2.4%)

16% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 70

Holders
186
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$486K
Puts
$50K
Net Calls
Net Calls Change

Top Sellers

1 -$24.1M
2 -$5.32M
3 -$3.51M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.64M
5
Invesco
Invesco
Georgia
-$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$87.6M
2
$83.8M
3
$54.2M
4
$40.9M
5
$36.2M
6
$30M
7
$28.9M
8
$19.2M
9
$16.7M
10
$15.8M
11
$15.1M
12
$12.3M
13
$12.2M
14
$9.48M
15
$9.21M
16
$8.65M
17
$8.03M
18
$7.61M
19
$6.98M
20
$6.85M
21
$6.69M
22
$5.58M
23
$5.14M
24
$4.69M
25
$4.59M