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Peoples Financial Services
PFIS

63 hedge funds and large institutions have $108M invested in Peoples Financial Services in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

6% more capital invested

Capital invested by funds: $102M → $108M (+$6.32M)

0.43% more ownership

Funds ownership: 30.32% → 30.74% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 65 → 63 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
26
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$852K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$382K
3
Invesco
Invesco
Georgia
+$263K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$206K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$202K

Top Sellers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
-$475K
2
Goldman Sachs
Goldman Sachs
New York
-$310K
3
PFSC
Peoples Financial Services Corp
Pennsylvania
-$225K
4
N
Nuveen
North Carolina
-$216K
5
Renaissance Technologies
Renaissance Technologies
New York
-$148K
Name Holding Trade Value Shares
Change 		Change in
Stake
Legal & General Group
51
Legal & General Group
United Kingdom
$35.8K – – –
AIP
52
Ameritas Investment Partners
Nebraska
$34.2K – – –
SPIA
53
Steward Partners Investment Advisory
New York
$25.9K – – –
NA
54
NewEdge Advisors
Louisiana
$24.6K +$29.8K +560 New
MLICM
55
Metropolitan Life Insurance Company (MetLife)
New York
$24.5K – – –
SC
56
SouthState Corp
Florida
$12.4K – – –
APC
57
Aspire Private Capital
North Carolina
$12.2K – – –
Fidelity Investments
58
Fidelity Investments
Massachusetts
$10.5K +$426 +8 +4%
TRCT
59
Tower Research Capital (TRC)
New York
$8K -$8.89K -167 -52%
Dimensional Fund Advisors
60
Dimensional Fund Advisors
Texas
$5.97K +$206K +3,861 +3%
Lazard Asset Management
61
Lazard Asset Management
New York
$5K – – –
Citigroup
62
Citigroup
New York
$2.54K -$3.09K -58 -54%
C
63
Covestor
United Kingdom
$2K +$1.33K +25 +417%
Goldman Sachs
64
Goldman Sachs
New York
– -$310K -6,613 Closed
Canada Life
65
Canada Life
Manitoba, Canada
– -$17K -354 Closed
GCM
66
Gladius Capital Management
Illinois
– -$9K -184 Closed
CS
67
Credit Suisse
Switzerland
– -$2K -39 Closed
1 2
3

PFIS Hedge Fund Activity: Q4 2022 in Review

63 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q4 2022, worth a combined $108M — up 6.2% from $102M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PFIS and 2 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 26 added.

The largest buyer was BlackRock, adding an estimated $852K. The largest seller was Maltese Capital Management, cutting an estimated $475K.

  • 63 institutional investors held Peoples Financial Services (PFIS) as of Q4 2022, down from 65 in Q3 2022.
  • Funds reported $108M of Peoples Financial Services stock for Q4 2022, up 6.2% quarter-over-quarter.
  • 2 funds opened new Peoples Financial Services positions in Q4 2022 and 4 closed out, a net change of -2 holders.
  • The largest Peoples Financial Services buyer in Q4 2022 was BlackRock, an estimated $852K added.
  • The largest Peoples Financial Services seller in Q4 2022 was Maltese Capital Management, an estimated $475K sold.

Based on aggregated 13F filings for Q4 2022.