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Peoples Financial Services
PFIS

62 hedge funds and large institutions have $92.1M invested in Peoples Financial Services in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

13% more funds holding

Funds holding: 55 → 62 (+7)

11% more capital invested

Capital invested by funds: $83.3M → $92.1M (+$8.79M)

0.88% more ownership

Funds ownership: 27.21% → 28.09% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
62
Holders Change
+7
Holders Change %
+12.73%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
19
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
+$1.54M
2
PFSC
Peoples Financial Services Corp
Pennsylvania
+$1.16M
3
Goldman Sachs
Goldman Sachs
New York
+$419K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$386K
5
State Street
State Street
Massachusetts
+$310K

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$1.28M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$496K
3
BlackRock
BlackRock
New York
-$284K
4
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
-$262K
5
JP Morgan Chase
JP Morgan Chase
New York
-$174K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIAP
51
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$46K – – –
Citigroup
52
Citigroup
New York
$37K +$20.8K +468 +140%
TRCT
53
Tower Research Capital (TRC)
New York
$31K -$7.6K -171 -20%
AIP
54
Ameritas Investment Partners
Nebraska
$31K – – –
Legal & General Group
55
Legal & General Group
United Kingdom
$27K +$2.49K +56 +11%
SPIA
56
Steward Partners Investment Advisory
New York
$23K – – –
APC
57
Aspire Private Capital
North Carolina
$11K – – –
UBS Group
58
UBS Group
Switzerland
$11K +$5.38K +121 +121%
Canada Life
59
Canada Life
Manitoba, Canada
$6K – – –
Fidelity Investments
60
Fidelity Investments
Massachusetts
$6K – – –
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$3K +$2.67K +60 New
OSAM
62
O'Shaughnessy Asset Management
Connecticut
$1K – – –
PAM
63
Panagora Asset Management
Massachusetts
– -$131K -3,078 Closed
Russell Investments Group
64
Russell Investments Group
United Kingdom
– -$90K -2,121 Closed
EA
65
Emerald Advisers
Pennsylvania
– -$49K -1,151 Closed
1 2
3

PFIS Hedge Fund Activity: Q3 2021 in Review

62 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q3 2021, worth a combined $92.1M — up 11% from $83.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PFIS positions and 3 closed out — a net gain of 7 holders — while 19 added to existing stakes and 15 trimmed.

The largest buyer was Maltese Capital Management, adding an estimated $1.54M. The largest seller was Charles Schwab, cutting an estimated $1.28M.

  • 62 institutional investors held Peoples Financial Services (PFIS) as of Q3 2021, up from 55 in Q2 2021.
  • Funds reported $92.1M of Peoples Financial Services stock for Q3 2021, up 11% quarter-over-quarter.
  • 10 funds opened new Peoples Financial Services positions in Q3 2021 and 3 closed out, a net change of +7 holders.
  • The largest Peoples Financial Services buyer in Q3 2021 was Maltese Capital Management, an estimated $1.54M added.
  • The largest Peoples Financial Services seller in Q3 2021 was Charles Schwab, an estimated $1.28M sold.

Based on aggregated 13F filings for Q3 2021.