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Peoples Financial Services
PFIS

59 hedge funds and large institutions have $68.4M invested in Peoples Financial Services in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.29% less ownership

Funds ownership: 27.32% → 27.03% (-0.29%)

3% less funds holding

Funds holding: 61 → 59 (-2)

11% less capital invested

Capital invested by funds: $76.5M → $68.4M (-$8.12M)

30% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 20

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
14
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$510K
2
Wells Fargo
Wells Fargo
California
+$246K
3
TRCT
Tower Research Capital (TRC)
New York
+$238K
4
N
Nuveen
North Carolina
+$130K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$88.3K

Top Sellers

Rank Fund Capital Flow
1
HTC
Haverford Trust Company
Pennsylvania
-$501K
2
Renaissance Technologies
Renaissance Technologies
New York
-$381K
3
Bessemer Group
Bessemer Group
New Jersey
-$378K
4
MAM
Martingale Asset Management
Massachusetts
-$348K
5
BlackRock
BlackRock
New York
-$295K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$267K – – –
MAM
27
Martingale Asset Management
Massachusetts
$265K -$348K -9,500 -56%
SO
28
STRS Ohio
Ohio
$260K – – –
ST
29
Sabal Trust
Florida
$240K – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$227K +$31.8K +868 +15%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$225K +$11.1K +303 +5%
JP Morgan Chase
32
JP Morgan Chase
New York
$220K -$98.2K -2,679 -30%
BAM
33
Berkshire Asset Management
Pennsylvania
$212K – – –
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$209K – – –
SFM
35
Signet Financial Management
New Jersey
$203K – – –
AIG
36
American International Group
New York
$145K -$3.48K -95 -2%
Barclays
37
Barclays
United Kingdom
$135K -$23.4K -638 -14%
MIM
38
MetLife Investment Management
New Jersey
$128K – – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$123K – – –
Deutsche Bank
40
Deutsche Bank
Germany
$123K +$8.68K +237 +7%
PAM
41
Panagora Asset Management
Massachusetts
$102K – – –
MLICM
42
Metropolitan Life Insurance Company (MetLife)
New York
$86.8K – – –
Russell Investments Group
43
Russell Investments Group
United Kingdom
$73K – – –
AF
44
Advisornet Financial
Minnesota
$70K – – –
JCM
45
Jacobi Capital Management
Pennsylvania
$63K – – –
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$57.8K +$51.4K +1,404 +544%
CB
47
Community Bank
New York
$42K – – –
EA
48
Emerald Advisers
Pennsylvania
$40K – – –
SIAP
49
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$35K – – –
AIP
50
Ameritas Investment Partners
Nebraska
$23K – – –
1
2
3

PFIS Hedge Fund Activity: Q3 2020 in Review

59 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q3 2020, worth a combined $68.4M — down 11% from $76.5M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of PFIS and 1 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 14 added.

The largest buyer was Vanguard Group, adding an estimated $510K. The largest seller was Haverford Trust Company, exiting entirely with an estimated $501K sold.

  • 59 institutional investors held Peoples Financial Services (PFIS) as of Q3 2020, down from 61 in Q2 2020.
  • Funds reported $68.4M of Peoples Financial Services stock for Q3 2020, down 11% quarter-over-quarter.
  • 1 fund opened new Peoples Financial Services positions in Q3 2020 and 3 closed out, a net change of -2 holders.
  • The largest Peoples Financial Services buyer in Q3 2020 was Vanguard Group, an estimated $510K added.
  • The largest Peoples Financial Services seller in Q3 2020 was Haverford Trust Company, an estimated $501K sold.

Based on aggregated 13F filings for Q3 2020.