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Peoples Financial Services
PFIS

69 hedge funds and large institutions have $110M invested in Peoples Financial Services in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

29% more capital invested

Capital invested by funds: $85.4M → $110M (+$25.1M)

17% more funds holding

Funds holding: 59 → 69 (+10)

2.19% more ownership

Funds ownership: 30.02% → 32.21% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
69
Holders Change
+10
Holders Change %
+16.95%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
25
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.79M
2
Morgan Stanley
Morgan Stanley
New York
+$1.46M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$888K
4
ZIM
Zacks Investment Management
Illinois
+$792K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$705K

Top Sellers

Rank Fund Capital Flow
1
PRCP
Pacific Ridge Capital Partners
Oregon
-$1.96M
2
MCM
Maltese Capital Management
New York
-$1.32M
3
LSV Asset Management
LSV Asset Management
Illinois
-$303K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$274K
5
Creative Planning
Creative Planning
Kansas
-$253K
Name Holding Trade Value Shares
Change 		Change in
Stake
SO
26
STRS Ohio
Ohio
$462K – – –
Barclays
27
Barclays
United Kingdom
$455K +$351K +8,195 +715%
Goldman Sachs
28
Goldman Sachs
New York
$417K +$367K +8,562 New
FDDB
29
Fidelity D&D Bancorp
Pennsylvania
$405K – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$399K +$6.64K +155 +2%
AWAP
31
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$382K – – –
Stifel Financial
32
Stifel Financial
Missouri
$374K – – –
UBS Group
33
UBS Group
Switzerland
$372K +$158K +3,679 +93%
QC
34
Quadrature Capital
United Kingdom
$355K +$313K +7,298 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$334K +$28.1K +657 +11%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$319K +$257 +6 +0.1%
ST
37
Sabal Trust
Florida
$293K -$10.3K -240 -4%
Acadian Asset Management
38
Acadian Asset Management
Massachusetts
$288K – – –
TI
39
Trexquant Investment
Connecticut
$281K +$247K +5,761 New
AllianceBernstein
40
AllianceBernstein
Tennessee
$266K +$11.6K +270 +5%
MAM
41
Martingale Asset Management
Massachusetts
$234K +$206K +4,804 New
RAM
42
Riggs Asset Management
Pennsylvania
$208K – – –
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$203K +$214 +5 +0.1%
MIM
44
MetLife Investment Management
New Jersey
$194K – – –
SG Americas Securities
45
SG Americas Securities
New York
$182K +$11.5K +268 +8%
AIG
46
American International Group
New York
$166K -$3.04K -71 -2%
Deutsche Bank
47
Deutsche Bank
Germany
$142K +$8.65K +202 +7%
AF
48
Advisornet Financial
Minnesota
$97.4K – – –
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$88.2K -$44.6K -1,042 -37%
GRP
50
Global Retirement Partners
California
$87.9K – – –
1
2
3

PFIS Hedge Fund Activity: Q4 2023 in Review

69 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q4 2023, worth a combined $110M — up 29% from $85.4M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PFIS positions and 4 closed out — a net gain of 10 holders — while 25 added to existing stakes and 15 trimmed.

The largest buyer was BlackRock, adding an estimated $1.79M. The largest seller was Pacific Ridge Capital Partners, exiting entirely with an estimated $1.96M sold.

  • 69 institutional investors held Peoples Financial Services (PFIS) as of Q4 2023, up from 59 in Q3 2023.
  • Funds reported $110M of Peoples Financial Services stock for Q4 2023, up 29% quarter-over-quarter.
  • 14 funds opened new Peoples Financial Services positions in Q4 2023 and 4 closed out, a net change of +10 holders.
  • The largest Peoples Financial Services buyer in Q4 2023 was BlackRock, an estimated $1.79M added.
  • The largest Peoples Financial Services seller in Q4 2023 was Pacific Ridge Capital Partners, an estimated $1.96M sold.

Based on aggregated 13F filings for Q4 2023.