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Preferred Bank
PFBC

Overview Fund Activity

216 hedge funds and large institutions have $882M invested in Preferred Bank in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 79 reducing their positions, and 21 closing their positions.

Holders
216
Holders Change
+7
Holders Change %
+3.35%
% of All Funds
3.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
72
Reduced
79
Closed
21
Calls
$16K
Puts
$401K
Net Calls
-$385K
Net Calls Change
-$53K

Top Buyers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$7.33M
2
Boston Partners
2
Boston Partners
Massachusetts
$41.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$23.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.21M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$90.2M

Top Sellers

1
OAM
1
Oberweis Asset Management
Illinois
$0
2
American Century Companies
2
American Century Companies
Missouri
$11.1M
3
SCA
3
Stieven Capital Advisors
Missouri
$9.44M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$37.5M
5
MCM
5
Maltese Capital Management
New York
$5.99M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$106M 1,324,964 -297 -0%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$90.2M 1,124,173 +43,549 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$71.3M 888,226 +16,035 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$54.1M 674,243 -6,094 -0.9%
State Street
5
State Street
Massachusetts
$47.6M 592,566 +2,339 +0.4%
Boston Partners
6
Boston Partners
Massachusetts
$41.6M 517,122 +74,897 +17%
Nuveen Asset Management
7
Nuveen Asset Management
Illinois
$37.5M 467,316 -58,294 -11%
Charles Schwab
8
Charles Schwab
California
$33.4M 415,722 +7,086 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$28.3M 352,597 +12,283 +4%
Goldman Sachs
10
Goldman Sachs
New York
$23.4M 291,009 +65,718 +29%
HSBC Holdings
11
HSBC Holdings
United Kingdom
$18.9M 233,370 +1,444 +0.6%
Morgan Stanley
12
Morgan Stanley
New York
$18M 223,826 +20,753 +10%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$14.9M 186,107 +35,979 +24%
Northern Trust
14
Northern Trust
Illinois
$14.1M 175,271 -4,285 -2%
LSV Asset Management
15
LSV Asset Management
Illinois
$13.4M 167,233 -4,097 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$12M 148,912 -10,589 -7%
Invesco
17
Invesco
Georgia
$11.1M 138,863 +10,448 +8%
American Century Companies
18
American Century Companies
Missouri
$11.1M 137,973 -66,492 -33%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$9.69M 120,700 -6,100 -5%
SCA
20
Stieven Capital Advisors
Missouri
$9.44M 117,621 -59,814 -34%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$9.4M 117,178 -7,481 -6%
Millennium Management
22
Millennium Management
New York
$9.21M 114,712 +25,852 +29%
AQR Capital Management
23
AQR Capital Management
Connecticut
$7.85M 97,862 +20,117 +26%
ProShare Advisors
24
ProShare Advisors
Maryland
$7.33M 91,279 +91,279 New
DIA
25
Dana Investment Advisors
Wisconsin
$7.17M 89,358 -9,233 -9%
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