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Preferred Bank
PFBC

Overview Fund Activity

209 hedge funds and large institutions have $822M invested in Preferred Bank in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 74 increasing their positions, 69 reducing their positions, and 18 closing their positions.

Holders
209
Holders Change
+14
Holders Change %
+7.18%
% of All Funds
3.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
74
Reduced
69
Closed
18
Calls
–
Puts
$332K
Net Calls
-$332K
Net Calls Change
+$21K

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$12.9M
2
Invesco
2
Invesco
Georgia
$9.69M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$5.39M
4
SBH
4
Segall Bryant & Hamill
Illinois
$4.56M
5
Goldman Sachs
5
Goldman Sachs
New York
$17M

Top Sellers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$17.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$11.3M
3
Boston Partners
3
Boston Partners
Massachusetts
$33.4M
4
State Street
4
State Street
Massachusetts
$44.6M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$835K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$100M 1,325,261 -2,159 -0.2%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$81.6M 1,080,624 +6,353 +0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$65.8M 872,191 +4,118 +0.5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$51.4M 680,337 +4,539 +0.7%
State Street
5
State Street
Massachusetts
$44.6M 590,227 -14,613 -2%
Nuveen Asset Management
6
Nuveen Asset Management
Illinois
$39.7M 525,610 +8,232 +2%
Boston Partners
7
Boston Partners
Massachusetts
$33.4M 442,225 -20,242 -4%
Charles Schwab
8
Charles Schwab
California
$30.8M 408,636 +2,794 +0.7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$25.7M 340,314 +23,129 +7%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$17.7M 231,926 -48,881 -17%
Goldman Sachs
11
Goldman Sachs
New York
$17M 225,291 +39,396 +21%
American Century Companies
12
American Century Companies
Missouri
$15.4M 204,465 -9,012 -4%
Morgan Stanley
13
Morgan Stanley
New York
$15.3M 203,073 -10,886 -5%
Northern Trust
14
Northern Trust
Illinois
$13.6M 179,556 -4,767 -3%
SCA
15
Stieven Capital Advisors
Missouri
$13.4M 177,435 -12,600 -7%
LSV Asset Management
16
LSV Asset Management
Illinois
$12.9M 171,330 +93,815 +121%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$12M 159,501 -1,375 -0.9%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$11.3M 150,128 -27,453 -15%
Invesco
19
Invesco
Georgia
$9.69M 128,415 +65,465 +104%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$9.57M 126,800 +2,730 +2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$9.41M 124,659 -509 -0.4%
MCM
22
Maltese Capital Management
New York
$9.41M 124,619 +419 +0.3%
DIA
23
Dana Investment Advisors
Wisconsin
$7.44M 98,591 +6,809 +7%
OAM
24
Oberweis Asset Management
Illinois
$7.17M 95,000 – –
Millennium Management
25
Millennium Management
New York
$6.71M 88,860 -9,627 -10%
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