Peoples Financial Services
PFIS
56 hedge funds and large institutions have $88.4M invested in Peoples Financial Services in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 5 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 10
3% more capital invested
Capital invested by funds: $85.8M → $88.4M (+$2.64M)
0.61% more ownership
Funds ownership: 25.77% → 26.38% (+0.61%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 57 → 56 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$873K |
| 2 |
Renaissance Technologies
New York
|
+$593K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$352K |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
+$336K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$277K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
-$737K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$448K |
| 3 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$306K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$235K |
| 5 |
Barclays
London,
United Kingdom
|
-$48.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
51
Ameritas Investment Partners
Lincoln,
Nebraska
| $31K | – | – | – |
|
52
Royal Bank of Canada
Toronto,
Ontario, Canada
| $30K | +$45 | +1 | +0.2% |
|
53
Bank of Montreal
Toronto,
Ontario, Canada
| $27K | +$1.08K | +24 | +4% |
|
|
SPIA
54
Steward Partners Investment Advisory
New York
| $22K | – | – | – |
|
|
APC
55
Aspire Private Capital
Cornelius,
North Carolina
| $11K | – | – | – |
|
|
TRCT
56
Tower Research Capital (TRC)
New York
| $10K | +$10.1K | +224 | New |
|
|
BBHC
57
Brown Brothers Harriman & Co
New York
| – | -$306K | -6,799 | Closed |
|
58
Twin Tree Management
Dallas,
Texas
| – | -$6K | -143 | Closed |
|
59
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$5K | -102 | Closed |
|
|
PAM
60
Panagora Asset Management
Boston,
Massachusetts
| – | -$2K | -42 | Closed |
|
PFIS Hedge Fund Activity: Q3 2019 in Review
56 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q3 2019, worth a combined $88.4M — up 3.1% from $85.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of PFIS and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 24 added.
The largest buyer was BlackRock, adding an estimated $873K. The largest seller was Berkshire Asset Management, cutting an estimated $737K.
- 56 institutional investors held Peoples Financial Services (PFIS) as of Q3 2019, down from 57 in Q2 2019.
- Funds reported $88.4M of Peoples Financial Services stock for Q3 2019, up 3.1% quarter-over-quarter.
- 4 funds opened new Peoples Financial Services positions in Q3 2019 and 5 closed out, a net change of -1 holder.
- The largest Peoples Financial Services buyer in Q3 2019 was BlackRock, an estimated $873K added.
- The largest Peoples Financial Services seller in Q3 2019 was Berkshire Asset Management, an estimated $737K sold.
Based on aggregated 13F filings for Q3 2019.