PFBC Institutional Ownership
Preferred Bank
1W: -2.7%
1M: +2.3%
3M: -0.2%
YTD: +11.9%
1Y: +19.2%
3Y: +86.3%
5Y: +85.6%
$106.48
+0.49 (+0.46%)
Weekly Expected Move ±2.8%
$100
$103
$106
$109
$112
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Institutional Ownership — PFBC
247
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
$1B
Total Invested
44
New Positions
75
Increased
88
Reduced
16
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (267 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1,159,221 | $$123M | -45,702 | -3.8% | 8Q | SEC ↗ |
| 2 | T. Rowe Price Investment Management, I | 1,077,055 | $$115M | -5,146 | -0.5% | 17Q | SEC ↗ |
| 3 | STATE STREET CORP | 646,206 | $$69M | +57,617 | +9.8% | 46Q | SEC ↗ |
| 4 | DIMENSIONAL FUND ADVISORS LP | 573,320 | $$61M | -5,834 | -1.0% | 60Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 475,275 | $$51M | -26,644 | -5.3% | 2Q | SEC ↗ |
| 6 | AMERICAN CENTURY COMPANIES INC | 447,109 | $$48M | +46,789 | +11.7% | 15Q | SEC ↗ |
| 7 | Sixth Street Partners Management Compa NEW | 439,652 | $$47M | — | +0.0% | 1Q | SEC ↗ |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 439,652 | $$47M | +22,864 | +5.5% | 15Q | SEC ↗ |
| 9 | Boston Partners | 412,063 | $$44M | +16,116 | +4.1% | 22Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 399,169 | $$43M | +23,019 | +6.1% | 61Q | SEC ↗ |
| 11 | Nuveen, LLC | 332,262 | $$35M | -1,200 | -0.4% | 6Q | SEC ↗ |
| 12 | TWO SIGMA INVESTMENTS, LP | 315,265 | $$34M | +130,540 | +70.7% | 22Q | SEC ↗ |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 258,444 | $$28M | +8,259 | +3.3% | 2Q | SEC ↗ |
| 14 | MORGAN STANLEY | 224,570 | $$24M | +12,353 | +5.8% | 52Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC | 174,961 | $$19M | +11,512 | +7.0% | 15Q | SEC ↗ |
| 16 | KENNEDY CAPITAL MANAGEMENT LLC | 167,220 | $$18M | -53,184 | -24.1% | 10Q | SEC ↗ |
| 17 | HSBC HOLDINGS PLC | 154,396 | $$16M | -17,361 | -10.1% | 21Q | SEC ↗ |
| 18 | NORTHERN TRUST CORP | 150,000 | $$16M | +2,154 | +1.5% | 57Q | SEC ↗ |
| 19 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 141,435 | $$15M | +120 | +0.1% | 23Q | SEC ↗ |
| 20 | Stieven Capital Advisors, L.P. | 117,921 | $$13M | -4,700 | -3.8% | 60Q | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 116,241 | $$12M | -3,861 | -3.2% | 57Q | SEC ↗ |
| 22 | Invesco Ltd. | 112,712 | $$12M | +3,199 | +2.9% | 57Q | SEC ↗ |
| 23 | Dana Investment Advisors, Inc. | 105,736 | $$11M | +26,315 | +33.1% | 18Q | SEC ↗ |
| 24 | Qube Research & Technologies Ltd | 96,660 | $$10M | -4,388 | -4.3% | 11Q | SEC ↗ |
| 25 | Phocas Financial Corp. | 96,557 | $$10M | -5,100 | -5.0% | 37Q | SEC ↗ |
| 26 | AQR CAPITAL MANAGEMENT LLC | 83,058 | $$9M | +47,795 | +135.5% | 45Q | SEC ↗ |
| 27 | PRINCIPAL FINANCIAL GROUP INC | 77,471 | $$8M | +65 | +0.1% | 37Q | SEC ↗ |
| 28 | MALTESE CAPITAL MANAGEMENT LLC | 76,700 | $$8M | -6,563 | -7.9% | 60Q | SEC ↗ |
| 29 | FMR LLC | 73,380 | $$8M | +222 | +0.3% | 42Q | SEC ↗ |
| 30 | VANGUARD FIDUCIARY TRUST CO | 72,413 | $$8M | -1,181 | -1.6% | 2Q | SEC ↗ |
| 31 | UBS Group AG | 70,158 | $$7M | -11,613 | -14.2% | 39Q | SEC ↗ |
| 32 | MILLENNIUM MANAGEMENT LLC | 67,689 | $$7M | +1,727 | +2.6% | 22Q | SEC ↗ |
| 33 | ProShare Advisors LLC | 67,640 | $$7M | -4,047 | -5.6% | 8Q | SEC ↗ |
| 34 | CITADEL ADVISORS LLC | 64,837 | $$7M | -21,991 | -25.3% | 23Q | SEC ↗ |
| 35 | Public Sector Pension Investment Board | 62,805 | $$7M | +1,758 | +2.9% | 32Q | SEC ↗ |
| 36 | De Lisle Partners LLP | 56,179 | $$6M | — | +0.0% | 10Q | SEC ↗ |
| 37 | CSM Advisors, LLC NEW | 55,500 | $$6M | — | +0.0% | 1Q | SEC ↗ |
| 38 | FRANKLIN RESOURCES INC | 51,071 | $$5M | -2,319 | -4.3% | 13Q | SEC ↗ |
| 39 | JPMORGAN CHASE & CO | 42,072 | $$4M | +13,644 | +48.0% | 57Q | SEC ↗ |
| 40 | D. E. Shaw & Co., Inc. | 40,979 | $$4M | +19,941 | +94.8% | 9Q | SEC ↗ |
| 41 | KESTREL INVESTMENT MANAGEMENT CORP | 39,750 | $$4M | — | +0.0% | 10Q | SEC ↗ |
| 42 | PRICE T ROWE ASSOCIATES INC /MD | 39,265 | $$4M | -41 | -0.1% | 16Q | SEC ↗ |
| 43 | FIRST TRUST ADVISORS LP | 38,433 | $$4M | -17,696 | -31.5% | 44Q | SEC ↗ |
| 44 | FEDERATED HERMES, INC. | 38,337 | $$4M | +350 | +0.9% | 52Q | SEC ↗ |
| 45 | PRUDENTIAL FINANCIAL INC | 35,133 | $$4M | +4,445 | +14.5% | 52Q | SEC ↗ |
| 46 | AMERIPRISE FINANCIAL INC | 32,932 | $$4M | -930 | -2.7% | 16Q | SEC ↗ |
| 47 | RHUMBLINE ADVISERS | 29,699 | $$3M | -4,041 | -12.0% | 57Q | SEC ↗ |
| 48 | BANK OF AMERICA CORP /DE | 27,957 | $$3M | -8,190 | -22.7% | 15Q | SEC ↗ |
| 49 | Legal & General Group Plc | 25,689 | $$3M | -476 | -1.8% | 27Q | SEC ↗ |
| 50 | ROYCE & ASSOCIATES LP | 25,156 | $$3M | +166 | +0.7% | 30Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 439,652 | $$47M |
| CSM Advisors, LLC | 55,500 | $$6M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 14,179 | $$2M |
| Corient Private Wealth LP | 8,229 | $$876K |
| Jupiter Topco LLC | 6,398 | $$681K |
| DARK FOREST CAPITAL MANAGEMENT LP | 5,809 | $$619K |
| Balyasny Asset Management L.P. | 5,226 | $$556K |
| VARCOV Co. | 4,930 | $$525K |
| Engineers Gate Manager LP | 4,490 | $$478K |
| Jain Global LLC | 4,404 | $$469K |
| MERCER GLOBAL ADVISORS INC /ADV | 3,617 | $$385K |
| Atom Investors LP | 3,597 | $$383K |
| Steward Partners Investment Advisor | 3,510 | $$374K |
| Aquatic Capital Management LLC | 3,152 | $$336K |
| Mariner, LLC | 2,869 | $$305K |
| GUGGENHEIM CAPITAL LLC | 2,639 | $$281K |
| VOYA INVESTMENT MANAGEMENT LLC | 2,391 | $$255K |
| Storgate, LLC | 2,370 | $$252K |
| HighTower Advisors, LLC | 2,231 | $$238K |
| EP Wealth Advisors, LLC | 2,225 | $$237K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MARSHALL WACE, LLP | 33,569 | $$4M |
| Azora Capital LP | 32,882 | $$4M |
| SEGALL BRYANT & HAMILL, LLC | 23,290 | $$2M |
| Jackson Creek Investment Advisors L | 18,574 | $$2M |
| JANE STREET GROUP, LLC | 13,107 | $$1M |
| Virtu Financial LLC | 12,345 | $$1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 11,261 | $$1M |
| DENALI ADVISORS LLC | 8,816 | $$939K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 8,513 | $$906K |
| STATE OF WISCONSIN INVESTMENT BOARD | 8,236 | $$877K |
| INFRASTRUCTURE CAPITAL ADVISORS, LL | 5,513 | $$587K |
| Versor Investments LP | 4,904 | $$522K |
| MIRABELLA FINANCIAL SERVICES LLP | 4,331 | $$461K |
| RAYMOND JAMES FINANCIAL INC | 3,902 | $$415K |
| Weiss Asset Management LP | 3,879 | $$413K |
| ExodusPoint Capital Management, LP | 2,804 | $$299K |
| DGS Capital Management, LLC | 2,624 | $$279K |
| JMN Financial LLC | 2,607 | $$278K |
| PRINCETON CAPITAL MANAGEMENT LLC | 2,500 | $$266K |
| Numerai GP LLC | 2,278 | $$243K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | +130,540 | +70.7% | 315,265 |
| STATE STREET CORP | +57,617 | +9.8% | 646,206 |
| AQR CAPITAL MANAGEMENT LLC | +47,795 | +135.5% | 83,058 |
| AMERICAN CENTURY COMPANIES INC | +46,789 | +11.7% | 447,109 |
| Dana Investment Advisors, Inc. | +26,315 | +33.1% | 105,736 |
| GEODE CAPITAL MANAGEMENT, LLC | +23,019 | +6.1% | 399,169 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +22,864 | +5.5% | 439,652 |
| D. E. Shaw & Co., Inc. | +19,941 | +94.8% | 40,979 |
| Boston Partners | +16,116 | +4.1% | 412,063 |
| JPMORGAN CHASE & CO | +13,644 | +48.0% | 42,072 |
| MORGAN STANLEY | +12,353 | +5.8% | 224,570 |
| GSA CAPITAL PARTNERS LLP | +12,322 | +484.9% | 14,863 |
| GOLDMAN SACHS GROUP INC | +11,512 | +7.0% | 174,961 |
| Quantinno Capital Management LP | +9,322 | +181.4% | 14,461 |
| BNP PARIBAS FINANCIAL MARKETS | +8,358 | +119.4% | 15,356 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +8,259 | +3.3% | 258,444 |
| WELLS FARGO & COMPANY/MN | +5,113 | +105.1% | 9,976 |
| PRUDENTIAL FINANCIAL INC | +4,445 | +14.5% | 35,133 |
| Russell Investments Group, Ltd. | +4,273 | +30.6% | 18,250 |
| LSV ASSET MANAGEMENT | +4,220 | +43.1% | 14,020 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| KENNEDY CAPITAL MANAGEMENT LLC | -53,184 | -24.1% | 167,220 |
| TUDOR INVESTMENT CORP ET AL | -45,773 | -82.0% | 10,018 |
| BlackRock, Inc. | -45,702 | -3.8% | 1,159,221 |
| VANGUARD CAPITAL MANAGEMENT LLC | -26,644 | -5.3% | 475,275 |
| CITADEL ADVISORS LLC | -21,991 | -25.3% | 64,837 |
| RENAISSANCE TECHNOLOGIES LLC | -17,815 | -59.7% | 12,040 |
| FIRST TRUST ADVISORS LP | -17,696 | -31.5% | 38,433 |
| HSBC HOLDINGS PLC | -17,361 | -10.1% | 154,396 |
| HRT FINANCIAL LP | -13,688 | -51.2% | 13,042 |
| UBS Group AG | -11,613 | -14.2% | 70,158 |
| BANK OF AMERICA CORP /DE | -8,190 | -22.7% | 27,957 |
| SEI INVESTMENTS CO | -7,527 | -34.3% | 14,448 |
| MALTESE CAPITAL MANAGEMENT LLC | -6,563 | -7.9% | 76,700 |
| DIMENSIONAL FUND ADVISORS LP | -5,834 | -1.0% | 573,320 |
| Y-Intercept (Hong Kong) Ltd | -5,208 | -25.4% | 15,331 |
| T. Rowe Price Investment Management | -5,146 | -0.5% | 1,077,055 |
| Phocas Financial Corp. | -5,100 | -5.0% | 96,557 |
| Stieven Capital Advisors, L.P. | -4,700 | -3.8% | 117,921 |
| Qube Research & Technologies Ltd | -4,388 | -4.3% | 96,660 |
| ProShare Advisors LLC | -4,047 | -5.6% | 67,640 |