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Peoples Financial Services
PFIS

61 hedge funds and large institutions have $111M invested in Peoples Financial Services in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

20% more capital invested

Capital invested by funds: $92.1M → $111M (+$18.6M)

1.32% more ownership

Funds ownership: 28.09% → 29.41% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 62 → 61 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
19
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.58M
2
Creative Planning
Creative Planning
Kansas
+$304K
3
Barclays
Barclays
United Kingdom
+$273K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$244K
5
JP Morgan Chase
JP Morgan Chase
New York
+$234K

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$290K
2
Renaissance Technologies
Renaissance Technologies
New York
-$267K
3
Millennium Management
Millennium Management
New York
-$237K
4
SFM
Signet Financial Management
New Jersey
-$228K
5
HF
HRT Financial
New York
-$214K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIAP
51
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$53K – – –
AIP
52
Ameritas Investment Partners
Nebraska
$36K – – –
Lazard Asset Management
53
Lazard Asset Management
New York
$36K +$33.8K +701 New
Legal & General Group
54
Legal & General Group
United Kingdom
$31K – – –
SPIA
55
Steward Partners Investment Advisory
New York
$26K – – –
APC
56
Aspire Private Capital
North Carolina
$12K – – –
TRCT
57
Tower Research Capital (TRC)
New York
$8K -$25.2K -523 -78%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$7K – – –
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$3K – – –
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$266 -$11.2K -231 -4%
Millennium Management
61
Millennium Management
New York
– -$237K -5,204 Closed
SFM
62
Signet Financial Management
New Jersey
– -$228K -5,000 Closed
HF
63
HRT Financial
New York
– -$214K -4,702 Closed
GRP
64
Global Retirement Partners
California
– -$86K -1,877 Closed
JCM
65
Jacobi Capital Management
Pennsylvania
– -$68K -1,500 Closed
Canada Life
66
Canada Life
Manitoba, Canada
– -$6K -121 Closed
OSAM
67
O'Shaughnessy Asset Management
Connecticut
– -$1K -28 Closed
Toronto Dominion Bank
68
Toronto Dominion Bank
Ontario, Canada
– +$48 +1 New
1 2
3

PFIS Hedge Fund Activity: Q4 2021 in Review

61 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q4 2021, worth a combined $111M — up 20% from $92.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PFIS and 6 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 19 added.

The largest buyer was BlackRock, adding an estimated $3.58M. The largest seller was PNC Financial Services Group, cutting an estimated $290K.

  • 61 institutional investors held Peoples Financial Services (PFIS) as of Q4 2021, down from 62 in Q3 2021.
  • Funds reported $111M of Peoples Financial Services stock for Q4 2021, up 20% quarter-over-quarter.
  • 6 funds opened new Peoples Financial Services positions in Q4 2021 and 7 closed out, a net change of -1 holder.
  • The largest Peoples Financial Services buyer in Q4 2021 was BlackRock, an estimated $3.58M added.
  • The largest Peoples Financial Services seller in Q4 2021 was PNC Financial Services Group, an estimated $290K sold.

Based on aggregated 13F filings for Q4 2021.