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Peoples Financial Services

95 hedge funds and large institutions have $156M invested in Peoples Financial Services in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

55% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 22

14% more capital invested

Capital invested by funds: $137M → $156M (+$19.3M)

13% more funds holding

Funds holding: 8495 (+11)

1.26% more ownership

Funds ownership: 29.32%30.57% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
95
Holders Change
+11
Holders Change %
+13.1%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
34
Reduced
22
Closed
6
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$738K +$484K +9,510 +194%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$721K +$55K +1,082 +8%
Barclays
28
Barclays
United Kingdom
$718K +$89.1K +1,753 +14%
LPL Financial
29
LPL Financial
California
$688K -$176K -3,459 -20%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$675K +$26.3K +518 +4%
P
31
&Partners
Tennessee
$655K +$305 +6 +0%
Stifel Financial
32
Stifel Financial
Missouri
$630K
Bank of America
33
Bank of America
North Carolina
$628K +$148K +2,903 +31%
SHIM
34
Stone House Investment Management
Pennsylvania
$599K +$610 +12 +0.1%
JCM
35
Jacobi Capital Management
Pennsylvania
$554K +$1.78K +35 +0.3%
Invesco
36
Invesco
Georgia
$519K +$12.3K +242 +2%
Walleye Capital
37
Walleye Capital
New York
$466K +$463K +9,114 New
Deutsche Bank
38
Deutsche Bank
Germany
$419K +$108K +2,129 +35%
Focus Partners Wealth
39
Focus Partners Wealth
Massachusetts
$411K
FDDB
40
Fidelity D&D Bancorp
Pennsylvania
$400K
AllianceBernstein
41
AllianceBernstein
Tennessee
$394K -$153K -3,000 -28%
Citigroup
42
Citigroup
New York
$393K +$29.4K +579 +8%
UBS Group
43
UBS Group
Switzerland
$390K +$160K +3,147 +70%
Millennium Management
44
Millennium Management
New York
$386K +$94.8K +1,864 +33%
Tudor Investment Corp
45
Tudor Investment Corp
Connecticut
$377K +$374K +7,364 New
State of Tennessee, Department of Treasury
46
State of Tennessee, Department of Treasury
Tennessee
$361K +$358K +7,049 New
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$344K
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$331K -$15.3K -301 -4%
First Trust Advisors
49
First Trust Advisors
Illinois
$310K +$308K +6,060 New
ST
50
Sabal Trust
Florida
$308K

PFIS Hedge Fund Activity: Q4 2024 in Review

95 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q4 2024, worth a combined $156M — up 14% from $137M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PFIS positions and 6 closed out — a net gain of 11 holders — while 34 added to existing stakes and 22 trimmed.

The largest buyer was Segall Bryant & Hamill, opening a new position worth an estimated $1.91M. The largest seller was Peoples Financial Services Corp, cutting an estimated $696K.

  • 95 institutional investors held Peoples Financial Services (PFIS) as of Q4 2024, up from 84 in Q3 2024.
  • Funds reported $156M of Peoples Financial Services stock for Q4 2024, up 14% quarter-over-quarter.
  • 17 funds opened new Peoples Financial Services positions in Q4 2024 and 6 closed out, a net change of +11 holders.
  • The largest Peoples Financial Services buyer in Q4 2024 was Segall Bryant & Hamill, an estimated $1.91M added.
  • The largest Peoples Financial Services seller in Q4 2024 was Peoples Financial Services Corp, an estimated $696K sold.

Based on aggregated 13F filings for Q4 2024.