Peoples Financial Services
PFIS
60 hedge funds and large institutions have $85.9M invested in Peoples Financial Services in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
18% more capital invested
Capital invested by funds: $73.1M → $85.9M (+$12.8M)
11% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 18
7% more funds holding
Funds holding: 56 → 60 (+4)
0.76% more ownership
Funds ownership: 27.59% → 28.35% (+0.76%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.16M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$561K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$392K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$357K |
| 5 |
Millennium Management
New York
|
+$327K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$580K |
| 2 |
Morgan Stanley
New York
|
-$485K |
| 3 |
State Street
Boston,
Massachusetts
|
-$414K |
| 4 |
BAM
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
-$225K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$224K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
51
Tower Research Capital (TRC)
New York
| $34K | -$96.5K | -2,339 | -74% |
|
|
AIP
52
Ameritas Investment Partners
Lincoln,
Nebraska
| $29K | – | – | – |
|
53
Legal & General Group
London,
United Kingdom
| $22K | -$3.55K | -86 | -14% |
|
|
SPIA
54
Steward Partners Investment Advisory
New York
| $21.1K | – | – | – |
|
55
Citigroup
New York
| $19K | -$37.8K | -915 | -67% |
|
|
APC
56
Aspire Private Capital
Cornelius,
North Carolina
| $10K | – | – | – |
|
57
Bank of Montreal
Toronto,
Ontario, Canada
| $7K | -$36K | -873 | -84% |
|
58
Fidelity Investments
Boston,
Massachusetts
| $5K | – | – | – |
|
59
Canada Life
Winnipeg,
Manitoba, Canada
| $5K | +$248 | +6 | +6% |
|
|
AIG
60
American International Group
New York
| $169 | +$454 | +11 | +0.3% |
|
|
BAM
61
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| – | -$225K | -6,109 | Closed |
|
|
EA
62
Emerald Advisers
Leola,
Pennsylvania
| – | -$42K | -1,151 | Closed |
|
PFIS Hedge Fund Activity: Q1 2021 in Review
60 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q1 2021, worth a combined $85.9M — up 18% from $73.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PFIS positions and 2 closed out — a net gain of 4 holders — while 20 added to existing stakes and 18 trimmed.
The largest buyer was BlackRock, adding an estimated $1.16M. The largest seller was Wells Fargo, cutting an estimated $580K.
- 60 institutional investors held Peoples Financial Services (PFIS) as of Q1 2021, up from 56 in Q4 2020.
- Funds reported $85.9M of Peoples Financial Services stock for Q1 2021, up 18% quarter-over-quarter.
- 6 funds opened new Peoples Financial Services positions in Q1 2021 and 2 closed out, a net change of +4 holders.
- The largest Peoples Financial Services buyer in Q1 2021 was BlackRock, an estimated $1.16M added.
- The largest Peoples Financial Services seller in Q1 2021 was Wells Fargo, an estimated $580K sold.
Based on aggregated 13F filings for Q1 2021.