Peoples Financial Services
PFIS
61 hedge funds and large institutions have $76.5M invested in Peoples Financial Services in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
69% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 13
11% more funds holding
Funds holding: 55 → 61 (+6)
0.16% more ownership
Funds ownership: 27.16% → 27.32% (+0.16%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $79.7M → $76.5M (-$3.22M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HTC
Haverford Trust Company
Radnor,
Pennsylvania
|
+$456K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$338K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$263K |
| 4 |
Morgan Stanley
New York
|
+$236K |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
+$212K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$939K |
| 2 |
Franklin Resources
San Mateo,
California
|
-$769K |
| 3 |
Renaissance Technologies
New York
|
-$503K |
| 4 |
DW
Domani Wealth
Lancaster,
Pennsylvania
|
-$282K |
| 5 |
BlackRock
New York
|
-$176K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EA
51
Emerald Advisers
Leola,
Pennsylvania
| $44K | +$39.9K | +1,151 | New |
|
|
SIAP
52
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $38K | – | – | – |
|
53
Citigroup
New York
| $37K | -$38.6K | -1,111 | -53% |
|
54
Legal & General Group
London,
United Kingdom
| $32K | – | – | – |
|
|
AIP
55
Ameritas Investment Partners
Lincoln,
Nebraska
| $26K | – | – | – |
|
56
Bank of Montreal
Toronto,
Ontario, Canada
| $20K | +$19.1K | +551 | New |
|
|
SPIA
57
Steward Partners Investment Advisory
New York
| $19K | – | – | – |
|
58
BNP Paribas Financial Markets
Paris,
France
| $9.85K | -$65.7K | -1,893 | -88% |
|
59
Fidelity Investments
Boston,
Massachusetts
| $5K | – | – | – |
|
60
Canada Life
Winnipeg,
Manitoba, Canada
| $5K | +$69 | +2 | +2% |
|
|
DW
61
Domani Wealth
Lancaster,
Pennsylvania
| – | -$282K | -7,087 | Closed |
|
PFIS Hedge Fund Activity: Q2 2020 in Review
61 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q2 2020, worth a combined $76.5M — down 4% from $79.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PFIS positions and 1 closed out — a net gain of 6 holders — while 22 added to existing stakes and 13 trimmed.
The largest buyer was Haverford Trust Company, opening a new position worth an estimated $456K. The largest seller was PNC Financial Services Group, cutting an estimated $939K.
- 61 institutional investors held Peoples Financial Services (PFIS) as of Q2 2020, up from 55 in Q1 2020.
- Funds reported $76.5M of Peoples Financial Services stock for Q2 2020, down 4% quarter-over-quarter.
- 7 funds opened new Peoples Financial Services positions in Q2 2020 and 1 closed out, a net change of +6 holders.
- The largest Peoples Financial Services buyer in Q2 2020 was Haverford Trust Company, an estimated $456K added.
- The largest Peoples Financial Services seller in Q2 2020 was PNC Financial Services Group, an estimated $939K sold.
Based on aggregated 13F filings for Q2 2020.