Peoples Financial Services
PFIS
57 hedge funds and large institutions have $85.8M invested in Peoples Financial Services in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 5 closing their positions.
127% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 11
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
1% more capital invested
Capital invested by funds: $84.6M → $85.8M (+$1.15M)
0.48% more ownership
Funds ownership: 25.29% → 25.77% (+0.48%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 58 → 57 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$1.26M |
| 2 |
BAM
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
+$778K |
| 3 |
BlackRock
New York
|
+$666K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$336K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$239K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$361K |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$322K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$266K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$262K |
| 5 |
Morgan Stanley
New York
|
-$173K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Bank of Montreal
Toronto,
Ontario, Canada
| $26K | +$25.4K | +580 | New |
|
|
SPIA
52
Steward Partners Investment Advisory
New York
| $22K | +$21.9K | +500 | New |
|
|
APC
53
Aspire Private Capital
Cornelius,
North Carolina
| $11K | – | – | – |
|
54
Twin Tree Management
Dallas,
Texas
| $6K | +$6.25K | +143 | New |
|
55
Canada Life
Winnipeg,
Manitoba, Canada
| $5K | +$437 | +10 | +11% |
|
|
PAM
56
Panagora Asset Management
Boston,
Massachusetts
| $2K | +$1.84K | +42 | New |
|
|
57
Goldman Sachs
New York
| – | -$361K | -7,972 | Closed |
|
|
SS
58
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$322K | -7,111 | Closed |
|
|
59
Creative Planning
Overland Park,
Kansas
| – | -$266K | -5,870 | Closed |
|
60
SG Americas Securities
New York
| – | -$155K | -3,420 | Closed |
|
|
TRCT
61
Tower Research Capital (TRC)
New York
| – | -$40K | -895 | Closed |
|
|
PCP
62
Proficio Capital Partners
Newton,
Massachusetts
| – | -$9.44K | -216 | -96% |
|
PFIS Hedge Fund Activity: Q2 2019 in Review
57 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q2 2019, worth a combined $85.8M — up 1.4% from $84.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PFIS positions and 5 closed out — a net gain of 1 holder — while 25 added to existing stakes and 11 trimmed.
The largest buyer was Nuveen, opening a new position worth an estimated $1.26M. The largest seller was Goldman Sachs, exiting entirely with an estimated $361K sold.
- 57 institutional investors held Peoples Financial Services (PFIS) as of Q2 2019, down from 58 in Q1 2019.
- Funds reported $85.8M of Peoples Financial Services stock for Q2 2019, up 1.4% quarter-over-quarter.
- 6 funds opened new Peoples Financial Services positions in Q2 2019 and 5 closed out, a net change of +1 holder.
- The largest Peoples Financial Services buyer in Q2 2019 was Nuveen, an estimated $1.26M added.
- The largest Peoples Financial Services seller in Q2 2019 was Goldman Sachs, an estimated $361K sold.
Based on aggregated 13F filings for Q2 2019.