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Peoples Financial Services
PFIS

57 hedge funds and large institutions have $82.2M invested in Peoples Financial Services in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

13% more capital invested

Capital invested by funds: $72.7M → $82.2M (+$9.49M)

0.77% more ownership

Funds ownership: 22.48% → 23.25% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 58 → 57 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
18
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
+$993K
2
Charles Schwab
Charles Schwab
California
+$323K
3
BlackRock
BlackRock
New York
+$316K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$307K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$229K

Top Sellers

Rank Fund Capital Flow
1
SG Americas Securities
SG Americas Securities
New York
-$139K
2
Deutsche Bank
Deutsche Bank
Germany
-$79.8K
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$53.6K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$46.7K
5
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
-$46.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$378K – – –
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$362K -$6.38K -149 -2%
LSV Asset Management
28
LSV Asset Management
Illinois
$291K – – –
VOYA Investment Management
29
VOYA Investment Management
Georgia
$272K – – –
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$262K -$4.03K -94 -2%
SFM
31
Signet Financial Management
New Jersey
$258K – – –
MLICM
32
Metropolitan Life Insurance Company (MetLife)
New York
$250K – – –
CS
33
Credit Suisse
Switzerland
$250K +$224K +5,239 New
RAM
34
Riggs Asset Management
Pennsylvania
$239K – – –
AIG
35
American International Group
New York
$220K +$14.7K +343 +8%
Bessemer Group
36
Bessemer Group
New Jersey
$201K – – –
AllianceBernstein
37
AllianceBernstein
Tennessee
$201K +$180K +4,200 New
NFA
38
Nationwide Fund Advisors
Ohio
$199K – – –
Legal & General Group
39
Legal & General Group
United Kingdom
$91K – – –
JCM
40
Jacobi Capital Management
Pennsylvania
$84K – – –
SO
41
STRS Ohio
Ohio
$62K +$12.9K +300 +30%
UBS Group
42
UBS Group
Switzerland
$61K +$24.2K +565 +80%
CB
43
Community Bank
New York
$58K -$12.9K -300 -20%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$54K +$18.3K +428 +61%
AIP
45
Ameritas Investment Partners
Nebraska
$28K – – –
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$26.1K -$13.4K -312 -36%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$26K +$171 +4 +0.7%
SPIA
48
Steward Partners Investment Advisory
New York
$23K – – –
Citigroup
49
Citigroup
New York
$23K +$18.9K +441 +980%
Bank of America
50
Bank of America
North Carolina
$21K +$13.6K +318 +243%
1
2
3

PFIS Hedge Fund Activity: Q3 2017 in Review

57 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q3 2017, worth a combined $82.2M — up 13% from $72.7M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of PFIS and 2 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 18 added.

The largest buyer was Kennedy Capital Management, adding an estimated $993K. The largest seller was SG Americas Securities, exiting entirely with an estimated $139K sold.

  • 57 institutional investors held Peoples Financial Services (PFIS) as of Q3 2017, down from 58 in Q2 2017.
  • Funds reported $82.2M of Peoples Financial Services stock for Q3 2017, up 13% quarter-over-quarter.
  • 2 funds opened new Peoples Financial Services positions in Q3 2017 and 3 closed out, a net change of -1 holder.
  • The largest Peoples Financial Services buyer in Q3 2017 was Kennedy Capital Management, an estimated $993K added.
  • The largest Peoples Financial Services seller in Q3 2017 was SG Americas Securities, an estimated $139K sold.

Based on aggregated 13F filings for Q3 2017.