Peoples Financial Services
PFIS
60 hedge funds and large institutions have $79.9M invested in Peoples Financial Services in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
2% more funds holding
Funds holding: 59 → 60 (+1)
0.02% more ownership
Funds ownership: 23.63% → 23.66% (+0.02%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $81.5M → $79.9M (-$1.55M)
50% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$611K |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$246K |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$205K |
| 4 |
PFSC
Peoples Financial Services Corp
Dunmore,
Pennsylvania
|
+$179K |
| 5 |
Morgan Stanley
New York
|
+$104K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$496K |
| 2 |
BlackRock
New York
|
-$250K |
| 3 |
Charles Schwab
San Francisco,
California
|
-$129K |
| 4 |
Renaissance Technologies
New York
|
-$116K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$88.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIAP
51
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $46K | +$44.8K | +1,004 | New |
|
52
UBS Group
Zurich,
Switzerland
| $36K | -$2.77K | -62 | -7% |
|
|
AIP
53
Ameritas Investment Partners
Lincoln,
Nebraska
| $31K | – | – | – |
|
54
Royal Bank of Canada
Toronto,
Ontario, Canada
| $30K | -$1.21K | -27 | -4% |
|
|
SPIA
55
Steward Partners Investment Advisory
New York
| $22K | – | – | – |
|
|
IA
56
IFP Advisors
Tampa,
Florida
| $14K | – | – | – |
|
|
VIA
57
Vantage Investment Advisors
State College,
Pennsylvania
| $9K | – | – | – |
|
|
MAM
58
Meeder Asset Management
Dublin,
Ohio
| $5K | – | – | – |
|
59
Canada Life
Winnipeg,
Manitoba, Canada
| $4K | +$2.99K | +67 | +216% |
|
|
DA
60
Denali Advisors
San Diego,
California
| $2K | – | – | – |
|
|
TRCT
61
Tower Research Capital (TRC)
New York
| – | -$53K | -1,125 | Closed |
|
62
Parallax Volatility Advisers
San Francisco,
California
| – | -$51K | -1,092 | Closed |
|
63
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$16K | -350 | Closed |
|
PFIS Hedge Fund Activity: Q1 2018 in Review
60 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q1 2018, worth a combined $79.9M — down 1.9% from $81.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PFIS positions and 3 closed out — a net gain of 1 holder — while 10 added to existing stakes and 20 trimmed.
The largest buyer was Vanguard Group, adding an estimated $611K. The largest seller was Deutsche Bank, cutting an estimated $496K.
- 60 institutional investors held Peoples Financial Services (PFIS) as of Q1 2018, up from 59 in Q4 2017.
- Funds reported $79.9M of Peoples Financial Services stock for Q1 2018, down 1.9% quarter-over-quarter.
- 4 funds opened new Peoples Financial Services positions in Q1 2018 and 3 closed out, a net change of +1 holder.
- The largest Peoples Financial Services buyer in Q1 2018 was Vanguard Group, an estimated $611K added.
- The largest Peoples Financial Services seller in Q1 2018 was Deutsche Bank, an estimated $496K sold.
Based on aggregated 13F filings for Q1 2018.