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Preferred Bank
PFBC

Overview Fund Activity

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.

Holders
186
Holders Change
+18
Holders Change %
+10.71%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
59
Reduced
70
Closed
13
Calls
$486K
Puts
$50K
Net Calls
+$436K
Net Calls Change
+$679K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$15.1M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$28.9M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$40.9M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$4.31M
5
OAM
5
Oberweis Asset Management
Illinois
$5.14M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.45M
2
Goldman Sachs
2
Goldman Sachs
New York
$7.61M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$8.03M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.41M
5
Invesco
5
Invesco
Georgia
$5.58M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$87.6M 1,406,548 +17,689 +1%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$83.8M 1,346,957 +500 +0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$54.2M 870,881 -839 -0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$40.9M 656,997 +35,246 +6%
State Street
5
State Street
Massachusetts
$36.2M 581,670 -14,474 -2%
Boston Partners
6
Boston Partners
Massachusetts
$30M 484,898 -23,633 -5%
Nuveen Asset Management
7
Nuveen Asset Management
Illinois
$28.9M 465,025 +40,403 +10%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$19.2M 307,641 +13,554 +5%
HSBC Holdings
9
HSBC Holdings
United Kingdom
$16.7M 267,339 -18,422 -6%
SCA
10
Stieven Capital Advisors
Missouri
$15.8M 253,788 -10,500 -4%
Millennium Management
11
Millennium Management
New York
$15.1M 243,082 +42,853 +21%
Morgan Stanley
12
Morgan Stanley
New York
$12.3M 197,147 +21,148 +12%
Northern Trust
13
Northern Trust
Illinois
$12.2M 195,803 -736 -0.4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$9.48M 152,271 -9,533 -6%
PFC
15
Phocas Financial Corp
California
$9.21M 147,989 -204 -0.1%
Renaissance Technologies
16
Renaissance Technologies
New York
$8.65M 138,955 +15,500 +13%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$8.03M 129,010 -56,430 -30%
Goldman Sachs
18
Goldman Sachs
New York
$7.61M 122,278 -85,491 -41%
American Century Companies
19
American Century Companies
Missouri
$6.98M 112,126 +23,032 +26%
MCM
20
Maltese Capital Management
New York
$6.85M 110,000 -4,700 -4%
Charles Schwab
21
Charles Schwab
California
$6.69M 107,536 +5,305 +5%
Invesco
22
Invesco
Georgia
$5.58M 89,637 -35,322 -28%
OAM
23
Oberweis Asset Management
Illinois
$5.14M 82,600 +25,600 +45%
Principal Financial Group
24
Principal Financial Group
Iowa
$4.69M 75,290 -2,906 -4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$4.59M 73,677 +12,296 +20%
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