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Peoples Financial Services
PFIS

61 hedge funds and large institutions have $76.5M invested in Peoples Financial Services in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

69% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 13

11% more funds holding

Funds holding: 55 → 61 (+6)

0.16% more ownership

Funds ownership: 27.16% → 27.32% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $79.7M → $76.5M (-$3.22M)

Holders
61
Holders Change
+6
Holders Change %
+10.91%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
22
Reduced
13
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HTC
Haverford Trust Company
Pennsylvania
+$456K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$338K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$263K
4
Morgan Stanley
Morgan Stanley
New York
+$236K
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$212K

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$939K
2
Franklin Resources
Franklin Resources
California
-$769K
3
Renaissance Technologies
Renaissance Technologies
New York
-$503K
4
DW
Domani Wealth
Pennsylvania
-$282K
5
BlackRock
BlackRock
New York
-$176K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$338K -$107K -3,081 -26%
AllianceBernstein
27
AllianceBernstein
Tennessee
$302K +$41.6K +1,200 +18%
Stifel Financial
28
Stifel Financial
Missouri
$293K – – –
SO
29
STRS Ohio
Ohio
$286K +$20.8K +600 +9%
ST
30
Sabal Trust
Florida
$264K – – –
RAM
31
Riggs Asset Management
Pennsylvania
$259K +$13.4K +387 +6%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$236K +$139 +4 +0.1%
BAM
33
Berkshire Asset Management
Pennsylvania
$233K – – –
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$229K – – –
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$216K +$197K +5,676 New
SFM
36
Signet Financial Management
New Jersey
$202K +$188K +5,405 New
Barclays
37
Barclays
United Kingdom
$172K +$77K +2,220 +97%
AIG
38
American International Group
New York
$163K +$6.66K +192 +5%
SG Americas Securities
39
SG Americas Securities
New York
$147K +$42.3K +1,218 +46%
MIM
40
MetLife Investment Management
New Jersey
$140K – – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$136K -$57K -1,643 -32%
Deutsche Bank
42
Deutsche Bank
Germany
$127K -$8.5K -245 -7%
PAM
43
Panagora Asset Management
Massachusetts
$113K +$102K +2,947 New
MLICM
44
Metropolitan Life Insurance Company (MetLife)
New York
$95.3K – – –
UBS Group
45
UBS Group
Switzerland
$87K -$86.3K -2,488 -52%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$81K -$116K -3,356 -61%
AF
47
Advisornet Financial
Minnesota
$76K – – –
JCM
48
Jacobi Capital Management
Pennsylvania
$69K – – –
TRCT
49
Tower Research Capital (TRC)
New York
$59K +$53.3K +1,537 New
CB
50
Community Bank
New York
$47K – – –
1
2
3

PFIS Hedge Fund Activity: Q2 2020 in Review

61 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q2 2020, worth a combined $76.5M — down 4% from $79.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PFIS positions and 1 closed out — a net gain of 6 holders — while 22 added to existing stakes and 13 trimmed.

The largest buyer was Haverford Trust Company, opening a new position worth an estimated $456K. The largest seller was PNC Financial Services Group, cutting an estimated $939K.

  • 61 institutional investors held Peoples Financial Services (PFIS) as of Q2 2020, up from 55 in Q1 2020.
  • Funds reported $76.5M of Peoples Financial Services stock for Q2 2020, down 4% quarter-over-quarter.
  • 7 funds opened new Peoples Financial Services positions in Q2 2020 and 1 closed out, a net change of +6 holders.
  • The largest Peoples Financial Services buyer in Q2 2020 was Haverford Trust Company, an estimated $456K added.
  • The largest Peoples Financial Services seller in Q2 2020 was PNC Financial Services Group, an estimated $939K sold.

Based on aggregated 13F filings for Q2 2020.