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Peoples Financial Services

57 hedge funds and large institutions have $85.8M invested in Peoples Financial Services in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 11

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

1% more capital invested

Capital invested by funds: $84.6M → $85.8M (+$1.15M)

0.48% more ownership

Funds ownership: 25.29%25.77% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 5857 (-1)

Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
25
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$346K +$336K +7,681 New
ST
27
Sabal Trust
Florida
$337K
RAM
28
Riggs Asset Management
Pennsylvania
$323K
AWM
29
AE Wealth Management
Kansas
$320K +$481 +11 +0.2%
SO
30
STRS Ohio
Ohio
$310K +$87.4K +2,000 +41%
BBHC
31
Brown Brothers Harriman & Co
New York
$306K -$66.3K -1,517 -18%
SFM
32
Signet Financial Management
New Jersey
$247K
AllianceBernstein
33
AllianceBernstein
Tennessee
$247K +$13.1K +300 +6%
Barclays
34
Barclays
United Kingdom
$206K +$102K +2,342 +104%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$203K +$1.57K +36 +0.8%
AIG
36
American International Group
New York
$197K -$481 -11 -0.3%
MIM
37
MetLife Investment Management
New Jersey
$165K
Bessemer Group
38
Bessemer Group
New Jersey
$153K
MLICM
39
Metropolitan Life Insurance Company (MetLife)
New York
$112K
AF
40
Advisornet Financial
Minnesota
$90K
UBS Group
41
UBS Group
Switzerland
$87K +$56.5K +1,293 +202%
JCM
42
Jacobi Capital Management
Pennsylvania
$81K
JP Morgan Chase
43
JP Morgan Chase
New York
$81K +$9.27K +212 +13%
Citigroup
44
Citigroup
New York
$79K +$4.85K +111 +7%
CB
45
Community Bank
New York
$55K
Legal & General Group
46
Legal & General Group
United Kingdom
$55K +$8.31K +190 +18%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$50.1K -$14.4K -330 -23%
SIAP
48
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$45K
AIP
49
Ameritas Investment Partners
Nebraska
$30K
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$30K

PFIS Hedge Fund Activity: Q2 2019 in Review

57 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q2 2019, worth a combined $85.8M — up 1.4% from $84.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PFIS positions and 5 closed out — a net gain of 1 holder — while 25 added to existing stakes and 11 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $1.26M. The largest seller was Goldman Sachs, exiting entirely with an estimated $361K sold.

  • 57 institutional investors held Peoples Financial Services (PFIS) as of Q2 2019, down from 58 in Q1 2019.
  • Funds reported $85.8M of Peoples Financial Services stock for Q2 2019, up 1.4% quarter-over-quarter.
  • 6 funds opened new Peoples Financial Services positions in Q2 2019 and 5 closed out, a net change of +1 holder.
  • The largest Peoples Financial Services buyer in Q2 2019 was Nuveen, an estimated $1.26M added.
  • The largest Peoples Financial Services seller in Q2 2019 was Goldman Sachs, an estimated $361K sold.

Based on aggregated 13F filings for Q2 2019.