Peoples Financial Services
PFIS
49 hedge funds and large institutions have $64.1M invested in Peoples Financial Services in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 4 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 15
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 50 → 49 (-1)
13% less capital invested
Capital invested by funds: $73.3M → $64.1M (-$9.21M)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
New York State Common Retirement Fund
Albany,
New York
|
+$406K |
| 2 |
State Street
Boston,
Massachusetts
|
+$304K |
| 3 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$139K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$100K |
| 5 |
Morgan Stanley
New York
|
+$91.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$464K |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$459K |
| 3 |
JP Morgan Chase
New York
|
-$338K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$331K |
| 5 |
RAM
Riggs Asset Management
Dallas,
Pennsylvania
|
-$253K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
AllianceBernstein
Nashville,
Tennessee
| – | -$18K | -400 | Closed |
|
|
MFS
52
MSI Financial Services
Springfield,
Massachusetts
| – | -$9K | -204 | Closed |
|
|
AGM
53
Alpine Global Management
New York
| – | +$80 | +2 | New |
|
PFIS Hedge Fund Activity: Q2 2015 in Review
49 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q2 2015, worth a combined $64.1M — down 13% from $73.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of PFIS and 3 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 19 added.
The largest buyer was New York State Common Retirement Fund, opening a new position worth an estimated $406K. The largest seller was BlackRock Fund Advisors, cutting an estimated $464K.
- 49 institutional investors held Peoples Financial Services (PFIS) as of Q2 2015, down from 50 in Q1 2015.
- Funds reported $64.1M of Peoples Financial Services stock for Q2 2015, down 13% quarter-over-quarter.
- 3 funds opened new Peoples Financial Services positions in Q2 2015 and 4 closed out, a net change of -1 holder.
- The largest Peoples Financial Services buyer in Q2 2015 was New York State Common Retirement Fund, an estimated $406K added.
- The largest Peoples Financial Services seller in Q2 2015 was BlackRock Fund Advisors, an estimated $464K sold.
Based on aggregated 13F filings for Q2 2015.