We are live on ! Find out more
PFIS icon

Peoples Financial Services

49 hedge funds and large institutions have $64.1M invested in Peoples Financial Services in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 5049 (-1)

13% less capital invested

Capital invested by funds: $73.3M → $64.1M (-$9.21M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
19
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
26
Brown Brothers Harriman & Co
New York
$337K
MLICM
27
Metropolitan Life Insurance Company (MetLife)
New York
$268K -$30.2K -751 -10%
VOYA Investment Management
28
VOYA Investment Management
Georgia
$255K
LA
29
LVW Advisors
New York
$229K
Wells Fargo
30
Wells Fargo
California
$207K +$100K +2,489 +91%
FNT
31
First National Trust
Pennsylvania
$201K
AIG
32
American International Group
New York
$175K -$12.9K -322 -7%
Morgan Stanley
33
Morgan Stanley
New York
$153K +$91.4K +2,273 +143%
BA
34
BlackRock Advisors
Delaware
$152K +$8.96K +223 +6%
CB
35
Community Bank
New York
$133K
Deutsche Bank
36
Deutsche Bank
Germany
$71K +$55K +1,369 +296%
UBS Group
37
UBS Group
Switzerland
$70K +$965 +24 +1%
Legal & General Group
38
Legal & General Group
United Kingdom
$47K
Bank of America
39
Bank of America
North Carolina
$47K +$5.03K +125 +12%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$46K +$28.3K +704 +155%
Citigroup
41
Citigroup
New York
$29K +$10.4K +258 +54%
TRCT
42
Tower Research Capital (TRC)
New York
$27K +$22.2K +552 +442%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$24.9K +$18.2K +452 +257%
BlackRock
44
BlackRock
New York
$8K
VIA
45
Vantage Investment Advisors
Pennsylvania
$8K
Barclays
46
Barclays
United Kingdom
$6K -$3.34K -83 -37%
Invesco
47
Invesco
Georgia
$4K +$3.86K +96 New
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$189 -$3.94K -98 -2%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
-$331K -7,388 Closed
Creative Planning
50
Creative Planning
Kansas
-$45K -1,010 Closed

PFIS Hedge Fund Activity: Q2 2015 in Review

49 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q2 2015, worth a combined $64.1M — down 13% from $73.3M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PFIS and 3 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 19 added.

The largest buyer was New York State Common Retirement Fund, opening a new position worth an estimated $406K. The largest seller was BlackRock Fund Advisors, cutting an estimated $464K.

  • 49 institutional investors held Peoples Financial Services (PFIS) as of Q2 2015, down from 50 in Q1 2015.
  • Funds reported $64.1M of Peoples Financial Services stock for Q2 2015, down 13% quarter-over-quarter.
  • 3 funds opened new Peoples Financial Services positions in Q2 2015 and 4 closed out, a net change of -1 holder.
  • The largest Peoples Financial Services buyer in Q2 2015 was New York State Common Retirement Fund, an estimated $406K added.
  • The largest Peoples Financial Services seller in Q2 2015 was BlackRock Fund Advisors, an estimated $464K sold.

Based on aggregated 13F filings for Q2 2015.