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Peoples Financial Services
PFIS

63 hedge funds and large institutions have $108M invested in Peoples Financial Services in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

6% more capital invested

Capital invested by funds: $102M → $108M (+$6.32M)

0.43% more ownership

Funds ownership: 30.32% → 30.74% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 65 → 63 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
26
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$852K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$382K
3
Invesco
Invesco
Georgia
+$263K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$206K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$202K

Top Sellers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
-$475K
2
Goldman Sachs
Goldman Sachs
New York
-$310K
3
PFSC
Peoples Financial Services Corp
Pennsylvania
-$225K
4
N
Nuveen
North Carolina
-$216K
5
Renaissance Technologies
Renaissance Technologies
New York
-$148K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$361K +$2.18K +41 +0.6%
Bank of America
27
Bank of America
North Carolina
$356K +$201K +3,775 +122%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$338K +$266 +5 +0.1%
Creative Planning
29
Creative Planning
Kansas
$327K – – –
ST
30
Sabal Trust
Florida
$324K -$9.58K -180 -3%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$314K -$373 -7 -0.1%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$314K +$49.8K +935 +18%
Acadian Asset Management
33
Acadian Asset Management
Massachusetts
$306K -$12.5K -234 -4%
RAM
34
Riggs Asset Management
Pennsylvania
$297K – – –
JP Morgan Chase
35
JP Morgan Chase
New York
$277K +$80.5K +1,511 +40%
MAM
36
Martingale Asset Management
Massachusetts
$249K -$53 -1 -0%
AllianceBernstein
37
AllianceBernstein
Tennessee
$228K +$5.32K +100 +2%
MIM
38
MetLife Investment Management
New Jersey
$206K – – –
AIG
39
American International Group
New York
$172K -$639 -12 -0.4%
Deutsche Bank
40
Deutsche Bank
Germany
$170K +$23.1K +434 +15%
UBS Group
41
UBS Group
Switzerland
$161K +$160K +3,012 +3,012%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$145K +$1.65K +31 +1%
SG Americas Securities
43
SG Americas Securities
New York
$129K +$13K +245 +11%
AF
44
Advisornet Financial
Minnesota
$104K – – –
GRP
45
Global Retirement Partners
California
$99.6K +$102K +1,921 New
Barclays
46
Barclays
United Kingdom
$97.5K +$84.3K +1,583 +533%
CB
47
Community Bank
New York
$63.1K – – –
Allspring Global Investments
48
Allspring Global Investments
North Carolina
$59.2K -$1.33K -25 -2%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$52K -$65.3K -1,226 -55%
AB
50
Amalgamated Bank
New York
$46K – – –
1
2
3

PFIS Hedge Fund Activity: Q4 2022 in Review

63 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q4 2022, worth a combined $108M — up 6.2% from $102M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PFIS and 2 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 26 added.

The largest buyer was BlackRock, adding an estimated $852K. The largest seller was Maltese Capital Management, cutting an estimated $475K.

  • 63 institutional investors held Peoples Financial Services (PFIS) as of Q4 2022, down from 65 in Q3 2022.
  • Funds reported $108M of Peoples Financial Services stock for Q4 2022, up 6.2% quarter-over-quarter.
  • 2 funds opened new Peoples Financial Services positions in Q4 2022 and 4 closed out, a net change of -2 holders.
  • The largest Peoples Financial Services buyer in Q4 2022 was BlackRock, an estimated $852K added.
  • The largest Peoples Financial Services seller in Q4 2022 was Maltese Capital Management, an estimated $475K sold.

Based on aggregated 13F filings for Q4 2022.