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Peoples Financial Services
PFIS

60 hedge funds and large institutions have $85.9M invested in Peoples Financial Services in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

18% more capital invested

Capital invested by funds: $73.1M → $85.9M (+$12.8M)

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

7% more funds holding

Funds holding: 56 → 60 (+4)

0.76% more ownership

Funds ownership: 27.59% → 28.35% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
20
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.16M
2
Franklin Resources
Franklin Resources
California
+$561K
3
BCM
Bridgeway Capital Management
Texas
+$392K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$357K
5
Millennium Management
Millennium Management
New York
+$327K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$580K
2
Morgan Stanley
Morgan Stanley
New York
-$485K
3
State Street
State Street
Massachusetts
-$414K
4
BAM
Berkshire Asset Management
Pennsylvania
-$225K
5
Northern Trust
Northern Trust
Illinois
-$224K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWAP
26
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$336K – – –
Goldman Sachs
27
Goldman Sachs
New York
$334K +$327K +7,917 New
Stifel Financial
28
Stifel Financial
Missouri
$324K – – –
SO
29
STRS Ohio
Ohio
$316K – – –
ST
30
Sabal Trust
Florida
$280K – – –
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$280K +$1.9K +46 +0.7%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$274K +$206 +5 +0.1%
RAM
33
Riggs Asset Management
Pennsylvania
$262K -$54.3K -1,315 -17%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$253K – – –
Barclays
35
Barclays
United Kingdom
$242K +$118K +2,871 +100%
AllianceBernstein
36
AllianceBernstein
Tennessee
$211K -$94.9K -2,300 -32%
SFM
37
Signet Financial Management
New Jersey
$211K +$206K +5,000 New
ZCM
38
Zebra Capital Management
Connecticut
$209K +$205K +4,968 New
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$205K +$200K +4,859 New
Deutsche Bank
40
Deutsche Bank
Germany
$186K -$17.1K -414 -9%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$176K +$14.6K +355 +9%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$135K +$57.4K +1,392 +77%
PAM
43
Panagora Asset Management
Massachusetts
$130K – – –
Russell Investments Group
44
Russell Investments Group
United Kingdom
$89K +$87.5K +2,121 New
AF
45
Advisornet Financial
Minnesota
$84K – – –
GRP
46
Global Retirement Partners
California
$78K +$76.2K +1,847 New
JCM
47
Jacobi Capital Management
Pennsylvania
$63K – – –
UBS Group
48
UBS Group
Switzerland
$63K +$13.5K +327 +28%
CB
49
Community Bank
New York
$51K – – –
SIAP
50
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$42K – – –
1
2
3

PFIS Hedge Fund Activity: Q1 2021 in Review

60 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q1 2021, worth a combined $85.9M — up 18% from $73.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PFIS positions and 2 closed out — a net gain of 4 holders — while 20 added to existing stakes and 18 trimmed.

The largest buyer was BlackRock, adding an estimated $1.16M. The largest seller was Wells Fargo, cutting an estimated $580K.

  • 60 institutional investors held Peoples Financial Services (PFIS) as of Q1 2021, up from 56 in Q4 2020.
  • Funds reported $85.9M of Peoples Financial Services stock for Q1 2021, up 18% quarter-over-quarter.
  • 6 funds opened new Peoples Financial Services positions in Q1 2021 and 2 closed out, a net change of +4 holders.
  • The largest Peoples Financial Services buyer in Q1 2021 was BlackRock, an estimated $1.16M added.
  • The largest Peoples Financial Services seller in Q1 2021 was Wells Fargo, an estimated $580K sold.

Based on aggregated 13F filings for Q1 2021.