Peoples Financial Services
PFIS
54 hedge funds and large institutions have $78.5M invested in Peoples Financial Services in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
62% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 13
27% more capital invested
Capital invested by funds: $61.8M → $78.5M (+$16.7M)
22.7% more ownership
Funds ownership: 0% → 22.7% (+23%)
10% more funds holding
Funds holding: 49 → 54 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.4M |
| 2 |
Renaissance Technologies
New York
|
+$1.31M |
| 3 |
Morgan Stanley
New York
|
+$788K |
| 4 |
BAM
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
+$712K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$656K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$3.44M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$43.4K |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$23.3K |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
-$17.9K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$15.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIM
51
Acrospire Investment Management
Chicago,
Illinois
| $22K | +$13K | +300 | +204% |
|
|
IA
52
IFP Advisors
Tampa,
Florida
| $15K | – | – | – |
|
53
BNP Paribas Financial Markets
Paris,
France
| $10.4K | -$9.93K | -229 | -52% |
|
|
VIA
54
Vantage Investment Advisors
State College,
Pennsylvania
| $10K | – | – | – |
|
|
EA
55
Emerald Advisers
Leola,
Pennsylvania
| – | -$3.44M | -84,518 | Closed |
|
56
Barclays
London,
United Kingdom
| – | -$4K | -87 | Closed |
|
PFIS Hedge Fund Activity: Q4 2016 in Review
54 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q4 2016, worth a combined $78.5M — up 27% from $61.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PFIS positions and 2 closed out — a net gain of 6 holders — while 21 added to existing stakes and 13 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $1.4M. The largest seller was Emerald Advisers, exiting entirely with an estimated $3.44M sold.
- 54 institutional investors held Peoples Financial Services (PFIS) as of Q4 2016, up from 49 in Q3 2016.
- Funds reported $78.5M of Peoples Financial Services stock for Q4 2016, up 27% quarter-over-quarter.
- 8 funds opened new Peoples Financial Services positions in Q4 2016 and 2 closed out, a net change of +6 holders.
- The largest Peoples Financial Services buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $1.4M added.
- The largest Peoples Financial Services seller in Q4 2016 was Emerald Advisers, an estimated $3.44M sold.
Based on aggregated 13F filings for Q4 2016.