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Peoples Financial Services

50 hedge funds and large institutions have $73.3M invested in Peoples Financial Services in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

2% more funds holding

Funds holding: 4950 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less capital invested

Capital invested by funds: $82.1M → $73.3M (-$8.83M)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
14
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
26
Metropolitan Life Insurance Company (MetLife)
New York
$337K +$81.3K +1,860 +33%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$331K
VOYA Investment Management
28
VOYA Investment Management
Georgia
$289K
LA
29
LVW Advisors
New York
$259K
FNT
30
First National Trust
Pennsylvania
$227K +$221K +5,062 New
AIG
31
American International Group
New York
$213K
BA
32
BlackRock Advisors
Delaware
$162K +$32K +732 +25%
CB
33
Community Bank
New York
$151K
Wells Fargo
34
Wells Fargo
California
$123K -$1.09K -25 -0.9%
UBS Group
35
UBS Group
Switzerland
$79K -$30K -687 -28%
Morgan Stanley
36
Morgan Stanley
New York
$71K +$29.8K +683 +75%
Legal & General Group
37
Legal & General Group
United Kingdom
$49K
Bank of America
38
Bank of America
North Carolina
$47K -$180K -4,123 -80%
Creative Planning
39
Creative Planning
Kansas
$45K -$69.5K -1,590 -61%
Citigroup
40
Citigroup
New York
$21K -$38.4K -879 -65%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$20K -$9.61K -220 -33%
AllianceBernstein
42
AllianceBernstein
Tennessee
$18K +$13.1K +300 +300%
Deutsche Bank
43
Deutsche Bank
Germany
$18K +$13.5K +308 +199%
Barclays
44
Barclays
United Kingdom
$11K -$16.9K -386 -63%
BlackRock
45
BlackRock
New York
$9K
MFS
46
MSI Financial Services
Massachusetts
$9K
VIA
47
Vantage Investment Advisors
Pennsylvania
$9K
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$7.9K +$7.69K +176 New
TRCT
49
Tower Research Capital (TRC)
New York
$6K +$5.46K +125 New
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$218 -$10.5K -240 -5%

PFIS Hedge Fund Activity: Q1 2015 in Review

50 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q1 2015, worth a combined $73.3M — down 11% from $82.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PFIS positions and 2 closed out — a net gain of 1 holder — while 14 added to existing stakes and 17 trimmed.

The largest buyer was State Street, adding an estimated $228K. The largest seller was JP Morgan Chase, cutting an estimated $620K.

  • 50 institutional investors held Peoples Financial Services (PFIS) as of Q1 2015, up from 49 in Q4 2014.
  • Funds reported $73.3M of Peoples Financial Services stock for Q1 2015, down 11% quarter-over-quarter.
  • 3 funds opened new Peoples Financial Services positions in Q1 2015 and 2 closed out, a net change of +1 holder.
  • The largest Peoples Financial Services buyer in Q1 2015 was State Street, an estimated $228K added.
  • The largest Peoples Financial Services seller in Q1 2015 was JP Morgan Chase, an estimated $620K sold.

Based on aggregated 13F filings for Q1 2015.