Peoples Financial Services
PFIS
59 hedge funds and large institutions have $68.4M invested in Peoples Financial Services in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 3 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.29% less ownership
Funds ownership: 27.32% → 27.03% (-0.29%)
3% less funds holding
Funds holding: 61 → 59 (-2)
11% less capital invested
Capital invested by funds: $76.5M → $68.4M (-$8.12M)
30% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 20
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$510K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$246K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$238K |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$130K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$88.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HTC
Haverford Trust Company
Radnor,
Pennsylvania
|
-$501K |
| 2 |
Renaissance Technologies
New York
|
-$381K |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$378K |
| 4 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$348K |
| 5 |
BlackRock
New York
|
-$295K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Legal & General Group
London,
United Kingdom
| $21K | -$8.32K | -227 | -27% |
|
|
SPIA
52
Steward Partners Investment Advisory
New York
| $17K | – | – | – |
|
53
Citigroup
New York
| $12K | -$23.1K | -630 | -65% |
|
54
Bank of Montreal
Toronto,
Ontario, Canada
| $11K | -$8.35K | -228 | -41% |
|
|
APC
55
Aspire Private Capital
Cornelius,
North Carolina
| $8K | +$8.61K | +235 | New |
|
56
Fidelity Investments
Boston,
Massachusetts
| $5K | – | – | – |
|
57
UBS Group
Zurich,
Switzerland
| $3K | -$79.5K | -2,171 | -96% |
|
58
Canada Life
Winnipeg,
Manitoba, Canada
| $1K | -$3.41K | -93 | -69% |
|
|
HTC
59
Haverford Trust Company
Radnor,
Pennsylvania
| – | -$501K | -13,127 | Closed |
|
|
60
Bessemer Group
Woodbridge,
New Jersey
| – | -$378K | -9,900 | Closed |
|
61
SG Americas Securities
New York
| – | -$147K | -3,852 | Closed |
|
PFIS Hedge Fund Activity: Q3 2020 in Review
59 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q3 2020, worth a combined $68.4M — down 11% from $76.5M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PFIS and 1 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 14 added.
The largest buyer was Vanguard Group, adding an estimated $510K. The largest seller was Haverford Trust Company, exiting entirely with an estimated $501K sold.
- 59 institutional investors held Peoples Financial Services (PFIS) as of Q3 2020, down from 61 in Q2 2020.
- Funds reported $68.4M of Peoples Financial Services stock for Q3 2020, down 11% quarter-over-quarter.
- 1 fund opened new Peoples Financial Services positions in Q3 2020 and 3 closed out, a net change of -2 holders.
- The largest Peoples Financial Services buyer in Q3 2020 was Vanguard Group, an estimated $510K added.
- The largest Peoples Financial Services seller in Q3 2020 was Haverford Trust Company, an estimated $501K sold.
Based on aggregated 13F filings for Q3 2020.