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Peoples Financial Services
PFIS

61 hedge funds and large institutions have $95.5M invested in Peoples Financial Services in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

0.12% more ownership

Funds ownership: 30.74% → 30.86% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 63 → 61 (-2)

12% less capital invested

Capital invested by funds: $108M → $95.5M (-$12.7M)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
61
Holders Change
-2
Holders Change %
-3.17%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
21
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.41M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$679K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$363K
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$242K
5
Bank of America
Bank of America
North Carolina
+$169K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$969K
2
MCM
Maltese Capital Management
New York
-$916K
3
Invesco
Invesco
Georgia
-$736K
4
AllianceBernstein
AllianceBernstein
Tennessee
-$228K
5
N
Nuveen
North Carolina
-$106K
Name Holding Trade Value Shares
Change 		Change in
Stake
FDDB
26
Fidelity D&D Bancorp
Pennsylvania
$358K +$408K +8,312 New
AWAP
27
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$340K – – –
Stifel Financial
28
Stifel Financial
Missouri
$333K – – –
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$283K +$295 +6 +0.1%
Creative Planning
30
Creative Planning
Kansas
$273K – – –
ST
31
Sabal Trust
Florida
$271K – – –
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$257K – – –
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$257K +$242K +4,917 +490%
JP Morgan Chase
34
JP Morgan Chase
New York
$249K +$20.2K +412 +8%
RAM
35
Riggs Asset Management
Pennsylvania
$248K – – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$235K -$30.9K -628 -10%
MAM
37
Martingale Asset Management
Massachusetts
$208K – – –
Deutsche Bank
38
Deutsche Bank
Germany
$182K +$45.1K +918 +28%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$180K -$93.1K -1,896 -31%
MIM
40
MetLife Investment Management
New Jersey
$172K – – –
Barclays
41
Barclays
United Kingdom
$154K +$81.7K +1,663 +88%
AIG
42
American International Group
New York
$146K +$3.29K +67 +2%
SG Americas Securities
43
SG Americas Securities
New York
$126K +$20.2K +411 +16%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$113K -$9.43K -192 -7%
UBS Group
45
UBS Group
Switzerland
$111K -$27.4K -558 -18%
AF
46
Advisornet Financial
Minnesota
$86.7K – – –
GRP
47
Global Retirement Partners
California
$72.9K – – –
CB
48
Community Bank
New York
$52.8K – – –
Allspring Global Investments
49
Allspring Global Investments
North Carolina
$40.9K -$9.73K -198 -17%
AB
50
Amalgamated Bank
New York
$31K -$8.01K -163 -18%
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PFIS Hedge Fund Activity: Q1 2023 in Review

61 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q1 2023, worth a combined $95.5M — down 12% from $108M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PFIS and 2 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 21 added.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $1.41M. The largest seller was BlackRock, cutting an estimated $969K.

  • 61 institutional investors held Peoples Financial Services (PFIS) as of Q1 2023, down from 63 in Q4 2022.
  • Funds reported $95.5M of Peoples Financial Services stock for Q1 2023, down 12% quarter-over-quarter.
  • 2 funds opened new Peoples Financial Services positions in Q1 2023 and 4 closed out, a net change of -2 holders.
  • The largest Peoples Financial Services buyer in Q1 2023 was Raymond James Financial Services Advisors, an estimated $1.41M added.
  • The largest Peoples Financial Services seller in Q1 2023 was BlackRock, an estimated $969K sold.

Based on aggregated 13F filings for Q1 2023.