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Peoples Financial Services
PFIS

55 hedge funds and large institutions have $79.7M invested in Peoples Financial Services in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.09% less ownership

Funds ownership: 27.25% → 27.16% (-0.09%)

11% less funds holding

Funds holding: 62 → 55 (-7)

21% less capital invested

Capital invested by funds: $101M → $79.7M (-$21.6M)

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

Holders
55
Holders Change
-7
Holders Change %
-11.29%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
21
Reduced
15
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SHIM
Stone House Investment Management
Pennsylvania
+$1.29M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$315K
3
BAM
Berkshire Asset Management
Pennsylvania
+$278K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$215K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$200K

Top Sellers

Rank Fund Capital Flow
1
FIA
FNY Investment Advisers
New York
-$408K
2
Morgan Stanley
Morgan Stanley
New York
-$375K
3
AWM
AE Wealth Management
Kansas
-$360K
4
BCM
Bridgeway Capital Management
Texas
-$360K
5
SFM
Signet Financial Management
New Jersey
-$272K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$305K – – –
DW
27
Domani Wealth
Pennsylvania
$282K – – –
ST
28
Sabal Trust
Florida
$274K -$18.1K -397 -5%
SO
29
STRS Ohio
Ohio
$274K – – –
AllianceBernstein
30
AllianceBernstein
Tennessee
$266K +$41K +900 +16%
RAM
31
Riggs Asset Management
Pennsylvania
$254K -$74.5K -1,636 -20%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$245K +$137 +3 +0%
BAM
33
Berkshire Asset Management
Pennsylvania
$243K +$278K +6,109 New
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$238K – – –
Russell Investments Group
35
Russell Investments Group
United Kingdom
$217K – – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$206K +$78.6K +1,726 +50%
UBS Group
37
UBS Group
Switzerland
$189K -$191K -4,203 -47%
AIG
38
American International Group
New York
$162K -$10.7K -235 -5%
MIM
39
MetLife Investment Management
New Jersey
$146K – – –
Deutsche Bank
40
Deutsche Bank
Germany
$142K -$54.1K -1,188 -25%
SG Americas Securities
41
SG Americas Securities
New York
$105K +$120K +2,634 New
MLICM
42
Metropolitan Life Insurance Company (MetLife)
New York
$99.2K – – –
Barclays
43
Barclays
United Kingdom
$91K -$215K -4,725 -67%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$85.5K +$21.3K +468 +28%
Citigroup
45
Citigroup
New York
$83K +$31.7K +696 +50%
AF
46
Advisornet Financial
Minnesota
$79K – – –
JCM
47
Jacobi Capital Management
Pennsylvania
$72K – – –
CB
48
Community Bank
New York
$48K – – –
SIAP
49
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$39K – – –
Legal & General Group
50
Legal & General Group
United Kingdom
$33K -$17.7K -389 -32%
1
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PFIS Hedge Fund Activity: Q1 2020 in Review

55 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q1 2020, worth a combined $79.7M — down 21% from $101M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PFIS and 5 opened new positions — a net loss of 7 holders — while 15 trimmed existing stakes and 21 added.

The largest buyer was Stone House Investment Management, opening a new position worth an estimated $1.29M. The largest seller was FNY Investment Advisers, exiting entirely with an estimated $408K sold.

  • 55 institutional investors held Peoples Financial Services (PFIS) as of Q1 2020, down from 62 in Q4 2019.
  • Funds reported $79.7M of Peoples Financial Services stock for Q1 2020, down 21% quarter-over-quarter.
  • 5 funds opened new Peoples Financial Services positions in Q1 2020 and 12 closed out, a net change of -7 holders.
  • The largest Peoples Financial Services buyer in Q1 2020 was Stone House Investment Management, an estimated $1.29M added.
  • The largest Peoples Financial Services seller in Q1 2020 was FNY Investment Advisers, an estimated $408K sold.

Based on aggregated 13F filings for Q1 2020.