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Peoples Financial Services

56 hedge funds and large institutions have $88.4M invested in Peoples Financial Services in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

3% more capital invested

Capital invested by funds: $85.8M → $88.4M (+$2.64M)

0.61% more ownership

Funds ownership: 25.77%26.38% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 5756 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
24
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$348K
ST
27
Sabal Trust
Florida
$340K
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$339K +$336K +7,480 New
AWM
29
AE Wealth Management
Kansas
$330K +$7.19K +160 +2%
SO
30
STRS Ohio
Ohio
$312K
AllianceBernstein
31
AllianceBernstein
Tennessee
$281K +$31.5K +700 +13%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$279K +$277K +6,156 New
SFM
33
Signet Financial Management
New Jersey
$267K
Bessemer Group
34
Bessemer Group
New Jersey
$254K +$98.8K +2,200 +65%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$248K +$246K +5,477 New
UBS Group
36
UBS Group
Switzerland
$243K +$153K +3,415 +177%
Deutsche Bank
37
Deutsche Bank
Germany
$222K -$235K -5,236 -52%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$206K +$1.48K +33 +0.7%
AIG
39
American International Group
New York
$197K -$1.35K -30 -0.7%
JP Morgan Chase
40
JP Morgan Chase
New York
$184K +$97.5K +2,170 +115%
MIM
41
MetLife Investment Management
New Jersey
$166K
Barclays
42
Barclays
United Kingdom
$158K -$48.3K -1,076 -23%
MLICM
43
Metropolitan Life Insurance Company (MetLife)
New York
$113K
AF
44
Advisornet Financial
Minnesota
$91K
JCM
45
Jacobi Capital Management
Pennsylvania
$82K
Legal & General Group
46
Legal & General Group
United Kingdom
$56K
CB
47
Community Bank
New York
$55K
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$50.5K +$135 +3 +0.3%
SIAP
49
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$45K
Citigroup
50
Citigroup
New York
$43K -$36.4K -811 -46%

PFIS Hedge Fund Activity: Q3 2019 in Review

56 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q3 2019, worth a combined $88.4M — up 3.1% from $85.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of PFIS and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 24 added.

The largest buyer was BlackRock, adding an estimated $873K. The largest seller was Berkshire Asset Management, cutting an estimated $737K.

  • 56 institutional investors held Peoples Financial Services (PFIS) as of Q3 2019, down from 57 in Q2 2019.
  • Funds reported $88.4M of Peoples Financial Services stock for Q3 2019, up 3.1% quarter-over-quarter.
  • 4 funds opened new Peoples Financial Services positions in Q3 2019 and 5 closed out, a net change of -1 holder.
  • The largest Peoples Financial Services buyer in Q3 2019 was BlackRock, an estimated $873K added.
  • The largest Peoples Financial Services seller in Q3 2019 was Berkshire Asset Management, an estimated $737K sold.

Based on aggregated 13F filings for Q3 2019.