Peoples Financial Services
PFIS
58 hedge funds and large institutions have $84.6M invested in Peoples Financial Services in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
5% more funds holding
Funds holding: 55 → 58 (+3)
5% more capital invested
Capital invested by funds: $80.5M → $84.6M (+$4.14M)
0.6% more ownership
Funds ownership: 24.69% → 25.29% (+0.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$384K |
| 2 |
Goldman Sachs
New York
|
+$347K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$310K |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$310K |
| 5 |
PFSC
Peoples Financial Services Corp
Dunmore,
Pennsylvania
|
+$275K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$503K |
| 2 |
Morgan Stanley
New York
|
-$461K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$129K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$87.1K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$65.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIAP
51
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $45K | – | – | – |
|
|
TRCT
52
Tower Research Capital (TRC)
New York
| $40K | +$13.8K | +318 | +55% |
|
|
AIP
53
Ameritas Investment Partners
Lincoln,
Nebraska
| $31K | – | – | – |
|
54
Royal Bank of Canada
Toronto,
Ontario, Canada
| $30K | -$6.66K | -153 | -19% |
|
|
55
UBS Group
Zurich,
Switzerland
| $29K | -$129K | -2,959 | -82% |
|
|
APC
56
Aspire Private Capital
Cornelius,
North Carolina
| $11K | – | – | – |
|
|
PCP
57
Proficio Capital Partners
Newton,
Massachusetts
| $10K | +$9.79K | +225 | New |
|
58
Canada Life
Winnipeg,
Manitoba, Canada
| $4K | – | – | – |
|
|
RQS
59
Ramsey Quantitative Systems
Louisville,
Kentucky
| – | -$37K | -844 | Closed |
|
|
AIA
60
Alera Investment Advisors
Deerfield,
Illinois
| – | -$13K | -305 | Closed |
|
61
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$4K | -95 | Closed |
|
PFIS Hedge Fund Activity: Q1 2019 in Review
58 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q1 2019, worth a combined $84.6M — up 5.1% from $80.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PFIS positions and 3 closed out — a net gain of 3 holders — while 16 added to existing stakes and 16 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $384K. The largest seller was BlackRock, cutting an estimated $503K.
- 58 institutional investors held Peoples Financial Services (PFIS) as of Q1 2019, up from 55 in Q4 2018.
- Funds reported $84.6M of Peoples Financial Services stock for Q1 2019, up 5.1% quarter-over-quarter.
- 6 funds opened new Peoples Financial Services positions in Q1 2019 and 3 closed out, a net change of +3 holders.
- The largest Peoples Financial Services buyer in Q1 2019 was LSV Asset Management, an estimated $384K added.
- The largest Peoples Financial Services seller in Q1 2019 was BlackRock, an estimated $503K sold.
Based on aggregated 13F filings for Q1 2019.