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Peoples Financial Services
PFIS

Overview Fund Activity

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.

Holders
61
Holders Change
-2
Holders Change %
-3.17%
% of All Funds
0.98%
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

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.24M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$6.02M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$5.31M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$257K
5
Bank of America
5
Bank of America
North Carolina
$447K

Top Sellers

1
BlackRock
1
BlackRock
New York
$19.5M
2
MCM
2
Maltese Capital Management
New York
$2.98M
3
Invesco
3
Invesco
Georgia
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$1.04M
Name Market Value Shares Shares
Change 		Shares
Change %
FDDB
26
Fidelity D&D Bancorp
Pennsylvania
$358K 8,312 +8,312 New
AWAP
27
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$340K 7,854 – –
Stifel Financial
28
Stifel Financial
Missouri
$333K 7,681 – –
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$283K 6,534 +6 +0.1%
Creative Planning
30
Creative Planning
Kansas
$273K 6,307 – –
ST
31
Sabal Trust
Florida
$271K 6,249 – –
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$257K 5,940 – –
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$257K 5,920 +4,917 +490%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$249K 5,746 +412 +8%
RAM
35
Riggs Asset Management
Pennsylvania
$248K 5,728 – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$235K 5,432 -628 -10%
MAM
37
Martingale Asset Management
Massachusetts
$208K 4,804 – –
Deutsche Bank
38
Deutsche Bank
Germany
$182K 4,195 +918 +28%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$180K 4,162 -1,896 -31%
MIM
40
MetLife Investment Management
New Jersey
$172K 3,977 – –
Barclays
41
Barclays
United Kingdom
$154K 3,543 +1,663 +88%
AIG
42
American International Group
New York
$146K 3,377 +67 +2%
SG Americas Securities
43
SG Americas Securities
New York
$126K 2,905 +411 +16%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$113K 2,601 -192 -7%
UBS Group
45
UBS Group
Switzerland
$111K 2,554 -558 -18%
AF
46
Advisornet Financial
Minnesota
$86.7K 2,000 – –
GRP
47
Global Retirement Partners
California
$72.9K 1,921 – –
CB
48
Community Bank
New York
$52.8K 1,218 – –
Allspring Global Investments
49
Allspring Global Investments
North Carolina
$40.9K 944 -198 -17%
AB
50
Amalgamated Bank
New York
$31K 725 -163 -18%
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