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Peoples Financial Services
PFIS

56 hedge funds and large institutions have $73.1M invested in Peoples Financial Services in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $68.4M → $73.1M (+$4.67M)

0.56% more ownership

Funds ownership: 27.03% → 27.59% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

5% less funds holding

Funds holding: 59 → 56 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
18
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.05M
2
JP Morgan Chase
JP Morgan Chase
New York
+$553K
3
BCM
BHZ Capital Management
California
+$419K
4
Millennium Management
Millennium Management
New York
+$354K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$201K

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$269K
2
MAM
Martingale Asset Management
Massachusetts
-$265K
3
Renaissance Technologies
Renaissance Technologies
New York
-$243K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$203K
5
SFM
Signet Financial Management
New Jersey
-$203K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWAP
26
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$292K +$301K +7,944 New
Stifel Financial
27
Stifel Financial
Missouri
$282K – – –
RAM
28
Riggs Asset Management
Pennsylvania
$277K -$10.7K -283 -4%
SO
29
STRS Ohio
Ohio
$275K – – –
AllianceBernstein
30
AllianceBernstein
Tennessee
$268K -$15.2K -400 -5%
ST
31
Sabal Trust
Florida
$244K -$9.86K -260 -4%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$242K +$1.97K +52 +0.8%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$238K +$228 +6 +0.1%
BAM
34
Berkshire Asset Management
Pennsylvania
$225K – – –
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$221K – – –
Deutsche Bank
36
Deutsche Bank
Germany
$177K +$48.2K +1,270 +36%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$141K +$9.97K +263 +7%
TRCT
38
Tower Research Capital (TRC)
New York
$115K -$185K -4,885 -61%
PAM
39
Panagora Asset Management
Massachusetts
$114K +$5.38K +142 +5%
Barclays
40
Barclays
United Kingdom
$105K -$38.2K -1,008 -26%
AF
41
Advisornet Financial
Minnesota
$74K – – –
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$66.7K +$5.8K +153 +9%
JCM
43
Jacobi Capital Management
Pennsylvania
$55K -$11.4K -300 -17%
Citigroup
44
Citigroup
New York
$50K +$39.3K +1,035 +308%
CB
45
Community Bank
New York
$45K – – –
UBS Group
46
UBS Group
Switzerland
$43K +$40.2K +1,061 +1,061%
EA
47
Emerald Advisers
Pennsylvania
$42K – – –
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$42K +$27.3K +721 +223%
SIAP
49
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$37K – – –
AIP
50
Ameritas Investment Partners
Nebraska
$25K – – –
1
2
3

PFIS Hedge Fund Activity: Q4 2020 in Review

56 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q4 2020, worth a combined $73.1M — up 6.8% from $68.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PFIS and 3 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 18 added.

The largest buyer was BlackRock, adding an estimated $1.05M. The largest seller was Franklin Resources, cutting an estimated $269K.

  • 56 institutional investors held Peoples Financial Services (PFIS) as of Q4 2020, down from 59 in Q3 2020.
  • Funds reported $73.1M of Peoples Financial Services stock for Q4 2020, up 6.8% quarter-over-quarter.
  • 3 funds opened new Peoples Financial Services positions in Q4 2020 and 6 closed out, a net change of -3 holders.
  • The largest Peoples Financial Services buyer in Q4 2020 was BlackRock, an estimated $1.05M added.
  • The largest Peoples Financial Services seller in Q4 2020 was Franklin Resources, an estimated $269K sold.

Based on aggregated 13F filings for Q4 2020.