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Peoples Financial Services
PFIS

58 hedge funds and large institutions have $84.6M invested in Peoples Financial Services in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

5% more funds holding

Funds holding: 55 → 58 (+3)

5% more capital invested

Capital invested by funds: $80.5M → $84.6M (+$4.14M)

0.6% more ownership

Funds ownership: 24.69% → 25.29% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
16
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
+$384K
2
Goldman Sachs
Goldman Sachs
New York
+$347K
3
AWM
AE Wealth Management
Kansas
+$310K
4
SS
Simplicity Solutions
Minnesota
+$310K
5
PFSC
Peoples Financial Services Corp
Pennsylvania
+$275K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$503K
2
Morgan Stanley
Morgan Stanley
New York
-$461K
3
UBS Group
UBS Group
Switzerland
-$129K
4
BCM
Bridgeway Capital Management
Texas
-$87.1K
5
Creative Planning
Creative Planning
Kansas
-$65.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
26
Martingale Asset Management
Massachusetts
$376K +$17.4K +400 +5%
Goldman Sachs
27
Goldman Sachs
New York
$361K +$347K +7,972 New
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$357K – – –
ST
29
Sabal Trust
Florida
$339K – – –
RAM
30
Riggs Asset Management
Pennsylvania
$325K +$71.2K +1,636 +29%
AWM
31
AE Wealth Management
Kansas
$322K +$310K +7,111 New
SS
32
Simplicity Solutions
Minnesota
$322K +$310K +7,111 New
Creative Planning
33
Creative Planning
Kansas
$266K -$65.3K -1,501 -20%
AllianceBernstein
34
AllianceBernstein
Tennessee
$235K – – –
SFM
35
Signet Financial Management
New Jersey
$233K – – –
SO
36
STRS Ohio
Ohio
$221K – – –
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$202K +$195K +4,483 New
AIG
38
American International Group
New York
$199K -$6.18K -142 -3%
MIM
39
MetLife Investment Management
New Jersey
$166K – – –
SG Americas Securities
40
SG Americas Securities
New York
$155K +$149K +3,420 New
Bessemer Group
41
Bessemer Group
New Jersey
$154K – – –
MLICM
42
Metropolitan Life Insurance Company (MetLife)
New York
$113K -$15.7K -360 -13%
Barclays
43
Barclays
United Kingdom
$101K +$89K +2,044 +1,027%
AF
44
Advisornet Financial
Minnesota
$90K – – –
JCM
45
Jacobi Capital Management
Pennsylvania
$81K – – –
JP Morgan Chase
46
JP Morgan Chase
New York
$76K -$24.9K -572 -25%
Citigroup
47
Citigroup
New York
$74K -$6.27K -144 -8%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$65.3K +$52.8K +1,214 +530%
CB
49
Community Bank
New York
$55K – – –
Legal & General Group
50
Legal & General Group
United Kingdom
$47K – – –
1
2
3

PFIS Hedge Fund Activity: Q1 2019 in Review

58 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q1 2019, worth a combined $84.6M — up 5.1% from $80.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PFIS positions and 3 closed out — a net gain of 3 holders — while 16 added to existing stakes and 16 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $384K. The largest seller was BlackRock, cutting an estimated $503K.

  • 58 institutional investors held Peoples Financial Services (PFIS) as of Q1 2019, up from 55 in Q4 2018.
  • Funds reported $84.6M of Peoples Financial Services stock for Q1 2019, up 5.1% quarter-over-quarter.
  • 6 funds opened new Peoples Financial Services positions in Q1 2019 and 3 closed out, a net change of +3 holders.
  • The largest Peoples Financial Services buyer in Q1 2019 was LSV Asset Management, an estimated $384K added.
  • The largest Peoples Financial Services seller in Q1 2019 was BlackRock, an estimated $503K sold.

Based on aggregated 13F filings for Q1 2019.