PFBC icon

Preferred Bank
PFBC

Overview Fund Activity

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.

Holders
220
Holders Change
+4
Holders Change %
+1.85%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
25
Increased
73
Reduced
79
Closed
19
Calls
$380K
Puts
$35K
Net Calls
+$345K
Net Calls Change
+$730K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$17.5M
2
WAM
2
Weiss Asset Management
Massachusetts
$7.12M
3
KCM
3
Kennedy Capital Management
Missouri
$7.79M
4
American Century Companies
4
American Century Companies
Missouri
$17.2M
5
State Street
5
State Street
Massachusetts
$55.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$21.3M
2
BlackRock
2
BlackRock
New York
$111M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$11.5M
4
GCP
4
GSA Capital Partners
United Kingdom
$512K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$1.34M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$111M 1,290,029 -34,935 -3%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$97.5M 1,129,287 +5,114 +0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$76.2M 882,276 -5,950 -0.7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$57.4M 664,395 -9,848 -1%
State Street
5
State Street
Massachusetts
$55.4M 641,432 +48,866 +8%
Boston Partners
6
Boston Partners
Massachusetts
$45.8M 530,029 +12,907 +2%
Nuveen Asset Management
7
Nuveen Asset Management
Illinois
$40.5M 468,759 +1,443 +0.3%
Charles Schwab
8
Charles Schwab
California
$37.5M 434,590 +18,868 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$31.1M 360,025 +7,428 +2%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$22.8M 261,130 +27,760 +12%
Goldman Sachs
11
Goldman Sachs
New York
$21.3M 246,590 -44,419 -15%
Morgan Stanley
12
Morgan Stanley
New York
$18.5M 214,332 -9,494 -4%
UBS Group
13
UBS Group
Switzerland
$17.5M 203,168 +186,583 +1,125%
American Century Companies
14
American Century Companies
Missouri
$17.2M 199,628 +61,655 +45%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$16.3M 189,196 +3,089 +2%
Northern Trust
16
Northern Trust
Illinois
$15.1M 175,174 -97 -0.1%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$13.8M 159,440 +38,740 +32%
Millennium Management
18
Millennium Management
New York
$12.8M 147,702 +32,990 +29%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$12.3M 142,833 -6,079 -4%
PFC
20
Phocas Financial Corp
California
$11.7M 134,885 -1,111 -0.8%
LSV Asset Management
21
LSV Asset Management
Illinois
$11.5M 133,061 -34,172 -20%
Invesco
22
Invesco
Georgia
$10.7M 123,433 -15,430 -11%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$9.59M 111,045 -6,133 -5%
SCA
24
Stieven Capital Advisors
Missouri
$9.56M 110,721 -6,900 -6%
KCM
25
Kennedy Capital Management
Missouri
$7.79M 90,218 +66,107 +274%
1
2 3 4 5