Peoples Financial Services
PFIS
65 hedge funds and large institutions have $102M invested in Peoples Financial Services in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 5 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.93% less ownership
Funds ownership: 31.25% → 30.32% (-0.93%)
3% less funds holding
Funds holding: 67 → 65 (-2)
16% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 25
19% less capital invested
Capital invested by funds: $125M → $102M (-$23.3M)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$471K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$90.4K |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$60.2K |
| 4 |
Bank of New York Mellon
New York
|
+$40.8K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$40.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EI
EAM Investors
Solana Beach,
California
|
-$1.4M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$635K |
| 3 |
PFSC
Peoples Financial Services Corp
Dunmore,
Pennsylvania
|
-$413K |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$301K |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$299K |
PFIS Hedge Fund Activity: Q3 2022 in Review
65 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q3 2022, worth a combined $102M — down 19% from $125M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of PFIS and 3 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 21 added.
The largest buyer was Dimensional Fund Advisors, adding an estimated $471K. The largest seller was EAM Investors, exiting entirely with an estimated $1.4M sold.
- 65 institutional investors held Peoples Financial Services (PFIS) as of Q3 2022, down from 67 in Q2 2022.
- Funds reported $102M of Peoples Financial Services stock for Q3 2022, down 19% quarter-over-quarter.
- 3 funds opened new Peoples Financial Services positions in Q3 2022 and 5 closed out, a net change of -2 holders.
- The largest Peoples Financial Services buyer in Q3 2022 was Dimensional Fund Advisors, an estimated $471K added.
- The largest Peoples Financial Services seller in Q3 2022 was EAM Investors, an estimated $1.4M sold.
Based on aggregated 13F filings for Q3 2022.