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Peoples Financial Services

49 hedge funds and large institutions have $82.1M invested in Peoples Financial Services in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

9% more capital invested

Capital invested by funds: $75.5M → $82.1M (+$6.58M)

0% more funds holding

Funds holding: 4949 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
19
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$367K +$360K +7,388 New
VOYA Investment Management
27
VOYA Investment Management
Georgia
$320K -$88.1K -1,809 -22%
LA
28
LVW Advisors
New York
$287K +$282K +5,781 New
MLICM
29
Metropolitan Life Insurance Company (MetLife)
New York
$281K +$44.2K +907 +19%
Bank of America
30
Bank of America
North Carolina
$257K +$45.5K +933 +22%
First Trust Advisors
31
First Trust Advisors
Illinois
$247K +$242K +4,974 New
AIG
32
American International Group
New York
$236K -$9.16K -188 -4%
State Board of Administration of Florida Retirement System
33
State Board of Administration of Florida Retirement System
Florida
$204K +$200K +4,112 New
CB
34
Community Bank
New York
$167K +$164K +3,370 New
BA
35
BlackRock Advisors
Delaware
$143K -$10.1K -207 -7%
Wells Fargo
36
Wells Fargo
California
$137K +$22.4K +460 +20%
Creative Planning
37
Creative Planning
Kansas
$129K +$127K +2,600 New
UBS Group
38
UBS Group
Switzerland
$121K +$119K +2,435 New
Citigroup
39
Citigroup
New York
$68K +$53.3K +1,094 +414%
Legal & General Group
40
Legal & General Group
United Kingdom
$55K
Morgan Stanley
41
Morgan Stanley
New York
$45K +$487 +10 +1%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$34K +$10.7K +220 +48%
Barclays
43
Barclays
United Kingdom
$30K +$17.6K +362 +144%
BlackRock
44
BlackRock
New York
$10K
MFS
45
MSI Financial Services
Massachusetts
$10K
VIA
46
Vantage Investment Advisors
Pennsylvania
$10K
Deutsche Bank
47
Deutsche Bank
Germany
$7K +$4.38K +90 +138%
AllianceBernstein
48
AllianceBernstein
Tennessee
$5K -$6.63K -136 -58%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$254
SO
50
STRS Ohio
Ohio
-$95K -2,055 Closed

PFIS Hedge Fund Activity: Q4 2014 in Review

49 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q4 2014, worth a combined $82.1M — up 8.7% from $75.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PFIS positions and 4 closed out — a net gain of 3 holders — while 19 added to existing stakes and 11 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $1.32M. The largest seller was JP Morgan Chase, cutting an estimated $1.51M.

  • 49 institutional investors held Peoples Financial Services (PFIS) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $82.1M of Peoples Financial Services stock for Q4 2014, up 8.7% quarter-over-quarter.
  • 7 funds opened new Peoples Financial Services positions in Q4 2014 and 4 closed out, a net change of +3 holders.
  • The largest Peoples Financial Services buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $1.32M added.
  • The largest Peoples Financial Services seller in Q4 2014 was JP Morgan Chase, an estimated $1.51M sold.

Based on aggregated 13F filings for Q4 2014.