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Preferred Bank
PFBC

Overview Fund Activity

195 hedge funds and large institutions have $812M invested in Preferred Bank in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 85 reducing their positions, and 19 closing their positions.

Holders
195
Holders Change
–
Holders Change %
0%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
56
Reduced
85
Closed
19
Calls
$77K
Puts
$430K
Net Calls
-$353K
Net Calls Change
-$535K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$31.2M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$82.5M
3
DIA
3
Dana Investment Advisors
Wisconsin
$7.05M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$5.95M
5
American Century Companies
5
American Century Companies
Missouri
$16.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.4M
2
Millennium Management
2
Millennium Management
New York
$7.56M
3
SCA
3
Stieven Capital Advisors
Missouri
$14.6M
4
AG
4
Algert Global
California
$550K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$6.79M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$102M 1,327,420 -401 -0%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$82.5M 1,074,271 +205,626 +24%
Vanguard Group
3
Vanguard Group
Pennsylvania
$66.6M 868,073 +10,931 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$51.9M 675,798 +8,542 +1%
State Street
5
State Street
Massachusetts
$46.4M 604,840 -4,705 -0.8%
Nuveen Asset Management
6
Nuveen Asset Management
Illinois
$39.7M 517,378 -12,892 -2%
Boston Partners
7
Boston Partners
Massachusetts
$35.5M 462,467 -3,183 -0.7%
Charles Schwab
8
Charles Schwab
California
$31.2M 405,842 +298,609 +278%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$24.4M 317,185 +8,908 +3%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$21.6M 280,807 +22,334 +9%
Morgan Stanley
11
Morgan Stanley
New York
$16.4M 213,959 -223,171 -51%
American Century Companies
12
American Century Companies
Missouri
$16.4M 213,477 +50,040 +31%
SCA
13
Stieven Capital Advisors
Missouri
$14.6M 190,035 -50,541 -21%
Goldman Sachs
14
Goldman Sachs
New York
$14.3M 185,895 +16,179 +10%
Northern Trust
15
Northern Trust
Illinois
$14.2M 184,323 -11,574 -6%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$13.6M 177,581 -12,797 -7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$12.4M 160,876 -4,267 -3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$9.61M 125,168 +22,738 +22%
MCM
19
Maltese Capital Management
New York
$9.53M 124,200 +13,155 +12%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$9.52M 124,070 -6,440 -5%
Millennium Management
21
Millennium Management
New York
$7.56M 98,487 -191,780 -66%
OAM
22
Oberweis Asset Management
Illinois
$7.29M 95,000 +5,400 +6%
DIA
23
Dana Investment Advisors
Wisconsin
$7.05M 91,782 +82,404 +879%
Renaissance Technologies
24
Renaissance Technologies
New York
$6.79M 88,455 -37,000 -29%
LSV Asset Management
25
LSV Asset Management
Illinois
$5.95M 77,515 +77,515 New
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