Peoples Financial Services
PFIS
57 hedge funds and large institutions have $82.2M invested in Peoples Financial Services in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 3 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 15
13% more capital invested
Capital invested by funds: $72.7M → $82.2M (+$9.49M)
0.77% more ownership
Funds ownership: 22.48% → 23.25% (+0.77%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 58 → 57 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$993K |
| 2 |
Charles Schwab
San Francisco,
California
|
+$323K |
| 3 |
BlackRock
New York
|
+$316K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$307K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$229K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$139K |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$79.8K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
-$53.6K |
| 4 |
Bank of New York Mellon
New York
|
-$46.7K |
| 5 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
|
-$46.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Nisa Investment Advisors
St. Louis,
Missouri
| $17K | – | – | – |
|
|
IA
52
IFP Advisors
Tampa,
Florida
| $15K | – | – | – |
|
|
VIA
53
Vantage Investment Advisors
State College,
Pennsylvania
| $10K | – | – | – |
|
54
Barclays
London,
United Kingdom
| $8K | +$6.6K | +154 | +3,080% |
|
|
TRCT
55
Tower Research Capital (TRC)
New York
| $5K | -$40.8K | -952 | -90% |
|
|
MAM
56
Meeder Asset Management
Dublin,
Ohio
| $5K | – | – | – |
|
|
DA
57
Denali Advisors
San Diego,
California
| $2K | – | – | – |
|
|
58
SG Americas Securities
New York
| – | -$139K | -3,184 | Closed |
|
|
VWA
59
V Wealth Advisors
Overland Park,
Kansas
| – | -$33K | -747 | Closed |
|
|
AIM
60
Acrospire Investment Management
Chicago,
Illinois
| – | -$4K | -100 | Closed |
|
PFIS Hedge Fund Activity: Q3 2017 in Review
57 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q3 2017, worth a combined $82.2M — up 13% from $72.7M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PFIS and 2 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 18 added.
The largest buyer was Kennedy Capital Management, adding an estimated $993K. The largest seller was SG Americas Securities, exiting entirely with an estimated $139K sold.
- 57 institutional investors held Peoples Financial Services (PFIS) as of Q3 2017, down from 58 in Q2 2017.
- Funds reported $82.2M of Peoples Financial Services stock for Q3 2017, up 13% quarter-over-quarter.
- 2 funds opened new Peoples Financial Services positions in Q3 2017 and 3 closed out, a net change of -1 holder.
- The largest Peoples Financial Services buyer in Q3 2017 was Kennedy Capital Management, an estimated $993K added.
- The largest Peoples Financial Services seller in Q3 2017 was SG Americas Securities, an estimated $139K sold.
Based on aggregated 13F filings for Q3 2017.