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Peoples Financial Services
PFIS

Overview Fund Activity

60 hedge funds and large institutions have $96.9M invested in Peoples Financial Services in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
19
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$20.8M
2
EF
2
Empowered Funds
Pennsylvania
$912K
3
Goldman Sachs
3
Goldman Sachs
New York
$249K
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$5.6M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$208K

Top Sellers

1
MCM
1
Maltese Capital Management
New York
$1.53M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
Franklin Resources
3
Franklin Resources
California
$2.6M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$79.1K
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LSV Asset Management
26
LSV Asset Management
Illinois
$373K 8,524 – –
AWAP
27
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$344K 7,854 – –
Stifel Financial
28
Stifel Financial
Missouri
$336K 7,681 – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$310K 7,075 +54 +0.8%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$286K 6,541 +7 +0.1%
Creative Planning
31
Creative Planning
Kansas
$276K 6,307 – –
ST
32
Sabal Trust
Florida
$274K 6,249 – –
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$270K 6,160 +414 +7%
Acadian Asset Management
34
Acadian Asset Management
Massachusetts
$259K 5,940 – –
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$253K 5,768 +336 +6%
Goldman Sachs
36
Goldman Sachs
New York
$249K 5,696 +5,696 New
RAM
37
Riggs Asset Management
Pennsylvania
$246K 5,628 -100 -2%
MAM
38
Martingale Asset Management
Massachusetts
$210K 4,804 – –
AllianceBernstein
39
AllianceBernstein
Tennessee
$208K 4,760 +4,760 New
Deutsche Bank
40
Deutsche Bank
Germany
$184K 4,211 +16 +0.4%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$182K 4,155 -7 -0.2%
UBS Group
42
UBS Group
Switzerland
$180K 4,113 +1,559 +61%
MIM
43
MetLife Investment Management
New Jersey
$174K 3,977 – –
AIG
44
American International Group
New York
$147K 3,359 -18 -0.5%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$102K 2,322 -279 -11%
Citigroup
46
Citigroup
New York
$91.2K 2,082 +2,080 +104,000%
AF
47
Advisornet Financial
Minnesota
$87.6K 2,000 – –
GRP
48
Global Retirement Partners
California
$84.1K 1,921 – –
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$79.1K 1,807 -4,113 -69%
Barclays
50
Barclays
United Kingdom
$71K 1,606 -1,937 -55%
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