Peoples Financial Services
PFIS
55 hedge funds and large institutions have $69.1M invested in Peoples Financial Services in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 16
2% more funds holding
Funds holding: 54 → 55 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.32% less ownership
Funds ownership: 22.7% → 22.38% (-0.32%)
12% less capital invested
Capital invested by funds: $78.5M → $69.1M (-$9.44M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$14M |
| 2 |
SG Americas Securities
New York
|
+$347K |
| 3 |
Goldman Sachs
New York
|
+$210K |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$190K |
| 5 |
Bank of New York Mellon
New York
|
+$108K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$532K |
| 2 |
Morgan Stanley
New York
|
-$445K |
| 3 |
PFSC
Peoples Financial Services Corp
Dunmore,
Pennsylvania
|
-$407K |
| 4 |
Citigroup
New York
|
-$267K |
| 5 |
JP Morgan Chase
New York
|
-$257K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
51
IFP Advisors
Tampa,
Florida
| $13K | – | – | – |
|
|
VIA
52
Vantage Investment Advisors
State College,
Pennsylvania
| $8K | – | – | – |
|
53
BNP Paribas Financial Markets
Paris,
France
| $5.35K | -$3.7K | -85 | -40% |
|
|
MAM
54
Meeder Asset Management
Dublin,
Ohio
| $4K | +$4.31K | +99 | New |
|
55
Barclays
London,
United Kingdom
| $2K | +$1.57K | +36 | New |
|
|
56
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$532K | -10,931 | Closed |
|
57
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$207K | -4,246 | Closed |
|
PFIS Hedge Fund Activity: Q1 2017 in Review
55 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q1 2017, worth a combined $69.1M — down 12% from $78.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PFIS positions and 2 closed out — a net gain of 5 holders — while 24 added to existing stakes and 16 trimmed.
The largest buyer was BlackRock, adding an estimated $14M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $532K sold.
- 55 institutional investors held Peoples Financial Services (PFIS) as of Q1 2017, up from 54 in Q4 2016.
- Funds reported $69.1M of Peoples Financial Services stock for Q1 2017, down 12% quarter-over-quarter.
- 7 funds opened new Peoples Financial Services positions in Q1 2017 and 2 closed out, a net change of +5 holders.
- The largest Peoples Financial Services buyer in Q1 2017 was BlackRock, an estimated $14M added.
- The largest Peoples Financial Services seller in Q1 2017 was Susquehanna International Group, an estimated $532K sold.
Based on aggregated 13F filings for Q1 2017.