Peoples Financial Services
PFIS
58 hedge funds and large institutions have $72.7M invested in Peoples Financial Services in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
5% more funds holding
Funds holding: 55 → 58 (+3)
5% more capital invested
Capital invested by funds: $69.1M → $72.7M (+$3.61M)
0.1% more ownership
Funds ownership: 22.38% → 22.48% (+0.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
25% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ST
Sabal Trust
St. Petersburg,
Florida
|
+$392K |
| 2 |
State Street
Boston,
Massachusetts
|
+$386K |
| 3 |
BlackRock
New York
|
+$330K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$158K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$143K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$203K |
| 2 |
SG Americas Securities
New York
|
-$203K |
| 3 |
Goldman Sachs
New York
|
-$202K |
| 4 |
Renaissance Technologies
New York
|
-$178K |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
-$113K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
51
IFP Advisors
Tampa,
Florida
| $13K | – | – | – |
|
|
VIA
52
Vantage Investment Advisors
State College,
Pennsylvania
| $9K | – | – | – |
|
53
Bank of America
Charlotte,
North Carolina
| $6K | -$49.4K | -1,166 | -90% |
|
|
AIM
54
Acrospire Investment Management
Chicago,
Illinois
| $4K | -$17.9K | -422 | -81% |
|
|
MAM
55
Meeder Asset Management
Dublin,
Ohio
| $4K | – | – | – |
|
56
Citigroup
New York
| $2K | -$91.8K | -2,166 | -98% |
|
|
DA
57
Denali Advisors
San Diego,
California
| $2K | +$2.04K | +48 | New |
|
|
58
JP Morgan Chase
New York
| – | -$203K | -4,866 | Closed |
|
|
59
Goldman Sachs
New York
| – | -$202K | -4,825 | Closed |
|
60
Barclays
London,
United Kingdom
| – | -$1.31K | -31 | -86% |
|
PFIS Hedge Fund Activity: Q2 2017 in Review
58 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q2 2017, worth a combined $72.7M — up 5.2% from $69.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PFIS positions and 2 closed out — a net gain of 3 holders — while 15 added to existing stakes and 20 trimmed.
The largest buyer was Sabal Trust, opening a new position worth an estimated $392K. The largest seller was JP Morgan Chase, exiting entirely with an estimated $203K sold.
- 58 institutional investors held Peoples Financial Services (PFIS) as of Q2 2017, up from 55 in Q1 2017.
- Funds reported $72.7M of Peoples Financial Services stock for Q2 2017, up 5.2% quarter-over-quarter.
- 5 funds opened new Peoples Financial Services positions in Q2 2017 and 2 closed out, a net change of +3 holders.
- The largest Peoples Financial Services buyer in Q2 2017 was Sabal Trust, an estimated $392K added.
- The largest Peoples Financial Services seller in Q2 2017 was JP Morgan Chase, an estimated $203K sold.
Based on aggregated 13F filings for Q2 2017.