Peoples Financial Services
PFIS
55 hedge funds and large institutions have $83.3M invested in Peoples Financial Services in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 8 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $85.9M → $83.3M (-$2.63M)
1.14% less ownership
Funds ownership: 28.35% → 27.21% (-1.1%)
8% less funds holding
Funds holding: 60 → 55 (-5)
29% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 21
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Maltese Capital Management
New York
|
+$1.52M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$528K |
| 3 |
Franklin Resources
San Mateo,
California
|
+$495K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$418K |
| 5 |
PFSC
Peoples Financial Services Corp
Dunmore,
Pennsylvania
|
+$137K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.3M |
| 2 |
Millennium Management
New York
|
-$728K |
| 3 |
Renaissance Technologies
New York
|
-$629K |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
-$568K |
| 5 |
JP Morgan Chase
New York
|
-$525K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| $6K | – | – | – |
|
52
Canada Life
Winnipeg,
Manitoba, Canada
| $5K | +$387 | +9 | +8% |
|
53
UBS Group
Zurich,
Switzerland
| $4K | -$59.7K | -1,388 | -93% |
|
|
OSAM
54
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $1K | +$1.2K | +28 | New |
|
|
AIG
55
American International Group
New York
| $167 | -$3.23K | -75 | -2% |
|
|
56
Millennium Management
New York
| – | -$728K | -17,245 | Closed |
|
|
57
California Public Employees Retirement System
Sacramento,
California
| – | -$568K | -13,446 | Closed |
|
|
BCM
58
BHZ Capital Management
San Jose,
California
| – | -$346K | -8,187 | Closed |
|
59
Goldman Sachs
New York
| – | -$334K | -7,917 | Closed |
|
60
AllianceBernstein
Nashville,
Tennessee
| – | -$211K | -5,000 | Closed |
|
|
SFM
61
Signet Financial Management
Parsippany,
New Jersey
| – | -$211K | -5,000 | Closed |
|
|
ZCM
62
Zebra Capital Management
Stamford,
Connecticut
| – | -$209K | -4,968 | Closed |
|
63
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$7K | -171 | Closed |
|
PFIS Hedge Fund Activity: Q2 2021 in Review
55 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q2 2021, worth a combined $83.3M — down 3.1% from $85.9M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of PFIS and 3 opened new positions — a net loss of 5 holders — while 21 trimmed existing stakes and 15 added.
The largest buyer was Maltese Capital Management, opening a new position worth an estimated $1.52M. The largest seller was BlackRock, cutting an estimated $1.3M.
- 55 institutional investors held Peoples Financial Services (PFIS) as of Q2 2021, down from 60 in Q1 2021.
- Funds reported $83.3M of Peoples Financial Services stock for Q2 2021, down 3.1% quarter-over-quarter.
- 3 funds opened new Peoples Financial Services positions in Q2 2021 and 8 closed out, a net change of -5 holders.
- The largest Peoples Financial Services buyer in Q2 2021 was Maltese Capital Management, an estimated $1.52M added.
- The largest Peoples Financial Services seller in Q2 2021 was BlackRock, an estimated $1.3M sold.
Based on aggregated 13F filings for Q2 2021.