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Peoples Financial Services
PFIS

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.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $95.5M → $96.9M (+$1.4M)

0.08% more ownership

Funds ownership: 30.86% → 30.94% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

2% less funds holding

Funds holding: 61 → 60 (-1)

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.94%
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

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.05M
2
EF
Empowered Funds
Pennsylvania
+$849K
3
Goldman Sachs
Goldman Sachs
New York
+$232K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$217K
5
AllianceBernstein
AllianceBernstein
Tennessee
+$194K

Top Sellers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
-$1.37M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.24M
3
Franklin Resources
Franklin Resources
California
-$279K
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$168K
5
SG Americas Securities
SG Americas Securities
New York
-$126K
Name Holding Trade Value Shares
Change 		Change in
Stake
LSV Asset Management
26
LSV Asset Management
Illinois
$373K – – –
AWAP
27
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$344K – – –
Stifel Financial
28
Stifel Financial
Missouri
$336K – – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$310K +$2.2K +54 +0.8%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$286K +$285 +7 +0.1%
Creative Planning
31
Creative Planning
Kansas
$276K – – –
ST
32
Sabal Trust
Florida
$274K – – –
JP Morgan Chase
33
JP Morgan Chase
New York
$270K +$16.9K +414 +7%
Acadian Asset Management
34
Acadian Asset Management
Massachusetts
$259K – – –
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$253K +$13.7K +336 +6%
Goldman Sachs
36
Goldman Sachs
New York
$249K +$232K +5,696 New
RAM
37
Riggs Asset Management
Pennsylvania
$246K -$4.07K -100 -2%
MAM
38
Martingale Asset Management
Massachusetts
$210K – – –
AllianceBernstein
39
AllianceBernstein
Tennessee
$208K +$194K +4,760 New
Deutsche Bank
40
Deutsche Bank
Germany
$184K +$652 +16 +0.4%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$182K -$285 -7 -0.2%
UBS Group
42
UBS Group
Switzerland
$180K +$63.5K +1,559 +61%
MIM
43
MetLife Investment Management
New Jersey
$174K – – –
AIG
44
American International Group
New York
$147K -$733 -18 -0.5%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$102K -$11.4K -279 -11%
Citigroup
46
Citigroup
New York
$91.2K +$84.7K +2,080 +104,000%
AF
47
Advisornet Financial
Minnesota
$87.6K – – –
GRP
48
Global Retirement Partners
California
$84.1K – – –
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$79.1K -$168K -4,113 -69%
Barclays
50
Barclays
United Kingdom
$70.3K -$78.9K -1,937 -55%
1
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PFIS Hedge Fund Activity: Q2 2023 in Review

60 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q2 2023, worth a combined $96.9M — up 1.5% from $95.5M a quarter earlier.

Fund positioning in PFIS was balanced in Q2 2023: 5 funds opened new positions, 5 closed out, 19 added to existing stakes and 19 trimmed.

The largest buyer was BlackRock, adding an estimated $1.05M. The largest seller was Maltese Capital Management, cutting an estimated $1.37M.

  • 60 institutional investors held Peoples Financial Services (PFIS) as of Q2 2023, down from 61 in Q1 2023.
  • Funds reported $96.9M of Peoples Financial Services stock for Q2 2023, up 1.5% quarter-over-quarter.
  • 5 funds opened new Peoples Financial Services positions in Q2 2023 and 5 closed out, a net change of 0 holders.
  • The largest Peoples Financial Services buyer in Q2 2023 was BlackRock, an estimated $1.05M added.
  • The largest Peoples Financial Services seller in Q2 2023 was Maltese Capital Management, an estimated $1.37M sold.

Based on aggregated 13F filings for Q2 2023.