Preferred Bank
PFBC
220 hedge funds and large institutions have $994M invested in Preferred Bank in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 79 reducing their positions, and 19 closing their positions.
986% more call options, than puts
Call options by funds: $380K | Put options by funds: $35K
32% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 19
13% more capital invested
Capital invested by funds: $882M → $994M (+$112M)
2.56% more ownership
Funds ownership: 74.69% → 77.25% (+2.6%)
2% more funds holding
Funds holding: 216 → 220 (+4)
8% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 79
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$16.5M |
| 2 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$7.27M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$5.84M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$5.44M |
| 5 |
State Street
Boston,
Massachusetts
|
+$4.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$3.92M |
| 2 |
BlackRock
New York
|
-$3.08M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$3.02M |
| 4 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$2.28M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.93M |
PFBC Hedge Fund Activity: Q4 2024 in Review
220 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Preferred Bank (PFBC) for Q4 2024, worth a combined $994M — up 13% from $882M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new PFBC positions and 19 closed out — a net gain of 6 holders — while 73 added to existing stakes and 79 trimmed.
The largest buyer was UBS Group, adding an estimated $16.5M. The largest seller was Goldman Sachs, cutting an estimated $3.92M.
- 220 institutional investors held Preferred Bank (PFBC) as of Q4 2024, up from 216 in Q3 2024.
- Funds reported $994M of Preferred Bank stock for Q4 2024, up 13% quarter-over-quarter.
- 25 funds opened new Preferred Bank positions in Q4 2024 and 19 closed out, a net change of +6 holders.
- The largest Preferred Bank buyer in Q4 2024 was UBS Group, an estimated $16.5M added.
- The largest Preferred Bank seller in Q4 2024 was Goldman Sachs, an estimated $3.92M sold.
Based on aggregated 13F filings for Q4 2024.