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Preferred Bank
PFBC

Overview Fund Activity

195 hedge funds and large institutions have $783M invested in Preferred Bank in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 73 increasing their positions, 72 reducing their positions, and 16 closing their positions.

Holders
195
Holders Change
+9
Holders Change %
+4.84%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
73
Reduced
72
Closed
16
Calls
$240K
Puts
$58K
Net Calls
+$182K
Net Calls Change
-$254K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$13.9M
3
SGCIA
3
Smith Graham & Co Investment Advisors
Texas
$6.52M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$38.7M
5
American Century Companies
5
American Century Companies
Missouri
$11.9M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$63.5M
2
BlackRock
2
BlackRock
New York
$97M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$366K
4
Invesco
4
Invesco
Georgia
$3.79M
5
Boston Partners
5
Boston Partners
Massachusetts
$34M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$97M 1,327,821 -78,727 -6%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$63.5M 868,645 -478,312 -36%
Vanguard Group
3
Vanguard Group
Pennsylvania
$62.6M 857,142 -13,739 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$48.7M 667,256 +10,259 +2%
State Street
5
State Street
Massachusetts
$44.5M 609,545 +27,875 +5%
Nuveen Asset Management
6
Nuveen Asset Management
Illinois
$38.7M 530,270 +65,245 +14%
Boston Partners
7
Boston Partners
Massachusetts
$34M 465,650 -19,248 -4%
Morgan Stanley
8
Morgan Stanley
New York
$31.9M 437,130 +239,983 +122%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$22.5M 308,277 +636 +0.2%
Millennium Management
10
Millennium Management
New York
$21.2M 290,267 +47,185 +19%
HSBC Holdings
11
HSBC Holdings
United Kingdom
$19.1M 258,473 -8,866 -3%
SCA
12
Stieven Capital Advisors
Missouri
$17.6M 240,576 -13,212 -5%
Northern Trust
13
Northern Trust
Illinois
$14.3M 195,897 +94 +0%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$13.9M 190,378 +119,501 +169%
Goldman Sachs
15
Goldman Sachs
New York
$12.4M 169,716 +47,438 +39%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$12.1M 165,143 +12,872 +8%
American Century Companies
17
American Century Companies
Missouri
$11.9M 163,437 +51,311 +46%
PFC
18
Phocas Financial Corp
California
$11M 150,897 +2,908 +2%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$9.53M 130,510 +1,500 +1%
Renaissance Technologies
20
Renaissance Technologies
New York
$9.16M 125,455 -13,500 -10%
MCM
21
Maltese Capital Management
New York
$8.11M 111,045 +1,045 +1%
Charles Schwab
22
Charles Schwab
California
$7.83M 107,233 -303 -0.3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$7.48M 102,430 +28,753 +39%
OAM
24
Oberweis Asset Management
Illinois
$6.55M 89,600 +7,000 +8%
SGCIA
25
Smith Graham & Co Investment Advisors
Texas
$6.52M 89,276 +89,276 New
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