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Peoples Financial Services
PFIS

62 hedge funds and large institutions have $101M invested in Peoples Financial Services in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

15% more capital invested

Capital invested by funds: $88.4M → $101M (+$13M)

11% more funds holding

Funds holding: 56 → 62 (+6)

0.87% more ownership

Funds ownership: 26.38% → 27.25% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
62
Holders Change
+6
Holders Change %
+10.71%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
23
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$820K
2
Renaissance Technologies
Renaissance Technologies
New York
+$743K
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$579K
4
FIA
FNY Investment Advisers
New York
+$397K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$382K

Top Sellers

Rank Fund Capital Flow
1
SHIM
Stone House Investment Management
Pennsylvania
-$1.32M
2
BAM
Berkshire Asset Management
Pennsylvania
-$806K
3
Bank of America
Bank of America
North Carolina
-$353K
4
Northern Trust
Northern Trust
Illinois
-$287K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$255K
Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
26
FNY Investment Advisers
New York
$408K +$397K +8,112 New
RAM
27
Riggs Asset Management
Pennsylvania
$405K – – –
Stifel Financial
28
Stifel Financial
Missouri
$387K – – –
ST
29
Sabal Trust
Florida
$367K -$9.97K -204 -3%
AWM
30
AE Wealth Management
Kansas
$360K -$6.84K -140 -2%
DW
31
Domani Wealth
Pennsylvania
$357K +$347K +7,087 New
Barclays
32
Barclays
United Kingdom
$354K +$172K +3,513 +100%
SO
33
STRS Ohio
Ohio
$347K – – –
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$311K +$733 +15 +0.2%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$302K -$92.9K -1,900 -24%
AllianceBernstein
36
AllianceBernstein
Tennessee
$292K -$19.6K -400 -6%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$274K – – –
SFM
38
Signet Financial Management
New Jersey
$272K – – –
Goldman Sachs
39
Goldman Sachs
New York
$262K +$255K +5,209 New
Deutsche Bank
40
Deutsche Bank
Germany
$238K -$8.7K -178 -4%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$230K +$1.56K +32 +0.7%
AIG
42
American International Group
New York
$217K -$1.81K -37 -0.9%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$213K +$207K +4,238 New
VHAM
44
Van Hulzen Asset Management
California
$213K +$207K +4,238 New
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$207K +$201K +4,116 New
MIM
46
MetLife Investment Management
New Jersey
$185K – – –
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$175K +$138K +2,818 +428%
MLICM
48
Metropolitan Life Insurance Company (MetLife)
New York
$126K – – –
EA
49
Emerald Advisers
Pennsylvania
$115K +$112K +2,293 New
AF
50
Advisornet Financial
Minnesota
$101K – – –
1
2
3

PFIS Hedge Fund Activity: Q4 2019 in Review

62 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q4 2019, worth a combined $101M — up 15% from $88.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PFIS positions and 2 closed out — a net gain of 6 holders — while 23 added to existing stakes and 13 trimmed.

The largest buyer was Vanguard Group, adding an estimated $820K. The largest seller was Stone House Investment Management, exiting entirely with an estimated $1.32M sold.

  • 62 institutional investors held Peoples Financial Services (PFIS) as of Q4 2019, up from 56 in Q3 2019.
  • Funds reported $101M of Peoples Financial Services stock for Q4 2019, up 15% quarter-over-quarter.
  • 8 funds opened new Peoples Financial Services positions in Q4 2019 and 2 closed out, a net change of +6 holders.
  • The largest Peoples Financial Services buyer in Q4 2019 was Vanguard Group, an estimated $820K added.
  • The largest Peoples Financial Services seller in Q4 2019 was Stone House Investment Management, an estimated $1.32M sold.

Based on aggregated 13F filings for Q4 2019.